Gift Aid Disqualification Rules not updated via R68 Report Update Eligibility (UK Only)

After changing the Gift Aid Disqualification Rules in Business Rules, the R68 Report still includes the gift even though the option to 'Update eligibility of all unclaimed gifts before generating report' is checked
We are currently evaluating this issue and will update this article when we have more information.

In the interim, please follow these steps;
  1. Go to Admin > Update Gift Aid Status and update the Disqualification Rules from here

Steps to Duplicate

  1. Go to Config > Business Rules > Gift Options > Activity options > Gift Aid Rules
  2. Select Funds and change Criteria Options from 'All are qualified' to 'Disqualify selected' and select a Fund. Do now Allow Exceptions
  3. Press OK to save the changes, when the message "Gift Aid Disqualification Rules have been changed. Do you want to update the qualification status of unclaimed gifts using the latest rules?" choose 'No'
  4. Go to Records > Constituents and open a record. Go to Gifts Tab and Add New Gift
  5. Ensure the Fund you select is the one disqualified in step 2. Save and Close the record
  6. Go to Reports > Gift Aid Reports > Generate R68 (New Gift Aid) Report
  7. Ensure the option to 'Update eligibility of all unclaimed gifts before generating report' is selected
  8. Preview the report and notice the gift with the disqualified Fund shows

Environment

 Raiser's Edge
 7.95

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