We have a client who has multiple donations come into the bank account on a weekly/monthly basis.
They’ve asked us for a gift aid report - or at least a consolidation report so a total figure for each client for the year.
I did this for them previously, but had to export and consolidate individually, which became quite time consuming.
Is there a way to do this, either with a custom report, or something else I haven’t tried yet?
Hello @LThompson
There’s nothing specific to Gift Aid unfortunately, there is a feature request for this, please feel free to add your vote.
If you are after payments made within a date range you can use Sales > View Payments, you can also apply a search per client if required or export the whole list and sort by client in Excel(or similar).
We use two methods for this - first is to use a separate account code for gift aid donations, second is to tag the payments as gift aid - this is set as as a tagging rule for those donors to code it to the right ledger code as well as apply the project code
In the project reports we list all sales transactions for the gift aid project. We export the report and create a pivot table to summarise them.
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