Mass Update for Gift Aid fails to eliminate any gifts older than 4 years, allowing them to be included in a Gift Aid Claim. They are updated with a gift aid claim date and amount.
Article
Number:99815
Products:
Blackbaud_eTapestry
Mass update will not account for gifts over 4 years old automatically. You will need to build the query to only include the gifts you wish to be updated before you run it through the Mass Update.
Steps to Duplicate
Log into a UK eTapestry database by going to https://bos.etapestry.com/prod/ and using credentials found in internal notes
Go to an individual’s account or add a new account
Go to Journal tab
Select "Add New Gift Aid Declaration"
Enter the in effect from date as 06/04/2000
Save and Go to Journal
Select "Add New Gift/Pledge"
Enter a new cash gift with a Gift Date of 01/01/2011 (more than 4 years ago) with relevant information and ensure the gift is mark as eligible for Gift Aid and not marked as Final
Save and Go to Journal
Go to Query
Select Add New Query under a Category of your choice
Name your Query eg. Gift Aid Submission
Change the Starting Criteria to Base - All Journal Entries
Change the Date Return Type to Journal Entries
Add following criteria:
Journal Entry Type is one of Recurring Gift, Gift, Payment or Split Transaction
Transaction Gift Type is one of Cash, Credit Card, Cheque or Electronic Fund Transfer
Transaction Gift Aid Ready equals Yes
Name Format equals Individual
Save and Preview Query
Verify the gift you added is showing
Go to Management
Go to Mass Update
Select Gift Aid
Select the Query you created
Enter a claim date
Select Next
Select Next or Preview to ensure your gift will be updated
Select Next to perform the Mass Update and update the prompt you receive
Once mass update has completed, go to the gift on the accounts journal and observe that it has been updated as claimed for Gift Aid allowing it to be exported and then sent to HMRC to be claimed on