This has been an issue for some time, I think. I've just been sent a link in response to this query that point to this question and to some 3rd party apps. The only idea I've had is to create new account codes that duplicate some of my income codes to be Gift Aid specific. My plan then is to code each incoming donation to which Gift Aid applies to these and produce a report detailing the transactions. I'll then export it to Excel, sort to group the individual names and then make a claim. It's far from an ideal system but that's the idea I've had. In other words, I'm planning a combination of Xero with heavy lifting from Excel. I don't know why Xero don't add a feature to Contacts that allows you to label someone as Gift Aid and you could run a report that tracks all that person's donations and totals them up, along with their address details, over a specific period. Go on Xero, you'd win many charities' hearts were you to do so.
Guy Potter
supported this idea
·
This has been an issue for some time, I think. I've just been sent a link in response to this query that point to this question and to some 3rd party apps. The only idea I've had is to create new account codes that duplicate some of my income codes to be Gift Aid specific. My plan then is to code each incoming donation to which Gift Aid applies to these and produce a report detailing the transactions. I'll then export it to Excel, sort to group the individual names and then make a claim. It's far from an ideal system but that's the idea I've had. In other words, I'm planning a combination of Xero with heavy lifting from Excel. I don't know why Xero don't add a feature to Contacts that allows you to label someone as Gift Aid and you could run a report that tracks all that person's donations and totals them up, along with their address details, over a specific period. Go on Xero, you'd win many charities' hearts were you to do so.