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Test Gift Aid Report

Last post 09-03-2009 10:45 AM by Jonathan Cook. 2 replies.
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  • 09-03-2009 5:57 AM

    Test Gift Aid Report

    We've only just gone live with RE, and does anyone know if it is possible to run a Gift Aid claim report, but without actually running the claim. I'm looking to calcuate the amount of backdated Gift Aid we should be entitled to and want to report to finance the total figure, but I don't yet want to run the whole claim.

    Is this possible?

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  • 09-03-2009 6:08 AM In reply to

    • Lee Harrison
    • Top 100 Contributor
    • Posts 73
    • Organization: Breakthrough Breast Cancer
    • Products:  The Raiser's Edge

    Re: Test Gift Aid Report

    Hi Jonathan,

    Yep, very easy to do. Run the R68 as you would the real thing, including putting in a claim number (I don't think yoyu can run it at all without doing that) and then after running it it will ask if you want to update all records with that claim number. Say no. That's it everything will remain untouched.

    Hope that makes sense(?)

    Lee

    Lee Harrison
    Breakthrough Breast Cancer
    London
  • 09-03-2009 10:45 AM In reply to

    Re: Test Gift Aid Report

    Thanks a million Lee, this is really useful.

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