When a Gift Aid declaration is created from a DIY Form submission, the 'This declaration is in effect from' field is automatically populated with a date 4 years prior to the date of the DIY Form submission. The account will not appear in a query of 'Confirmed' Gift Aid Declarations until this date field is moved forward one day.
For example, if a Gift Aid declaration is added on 19th September 2018, the 'in effect from' date should automatically populate as 19th September 2014. This will not appear in a query looking for 'Confirmed' Gift Aid declarations until the date is changed to 20th September 2014 or later.
We are currently evaluating this issue and will update this article when we have more information.
Steps to Duplicate
1. In eTapestry, create an Online Giving DIY Form with the option to include Gift Aid. 2. Process a test transaction and tick the Gift Aid option to create a new Gift Aid declaration. 3. Navigate to the account and select the Journal area. 4. Open the Gift Aid declaration and note the 'This declaration is in effect from' field shows 4 years prior to current date. Also note this entry shows as 'Confirmed'. 5. Navigate to Queries -> Manage Queries. 6. Select a Category and click on New Query. 7. Set the Starting Query to 'Base' - 'All Journal Entries - JE'. 8. Set the Results to return a data type of Journal Entries. 9. Add the criteria field 'Gift Aid Declaration Status' and select the value as 'Confirmed'. 10. Click Save And Preview. Note the constituent account does not appear in the results. 11. Return to the account and select the Journal area. 12. Open the Gift Aid declaration and change the 'This declaration is in effect from' date forward one day. 13. Click Save And. 14. Return to the query created in steps 5-10 and preview this again. The account now appears in the results.