How can I update an incorrect tax claim number for a Gift Aid Process?

Users may notice that an incorrect claim number has been entered at the time that the Gift Aid Process was run and need to correct it.
To correct the tax claim number  :

1) Open the History tab of the Gift Aid Process.
2) Click the down chevron on the history item with the incorrect tax claim number.
3) Click "Clear Results".
4) Rerun the process with the correct tax claim number.

This correction should only take place on forms that have not been submitted to HMRC or this correction would risk having different results than what has been officially submitted.


 Blackbaud CRM

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