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Donations Co-ordinator automates your Gift Aid claims
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All the audit trails you could
require for an HMRC inspection are included. Sub-totals
for each person, amounts received and claimed between
two dates, envelope summaries, totals received and claimed
for each fund/purpose etc. are all included.
A new screen even shows the each claim you have made
together with each donation that was part of that claim.
This can, of course, be printed or exported to e.g.
Word for inclusion in a document.
Donations Co-ordinator has a wide variety of reports
built in. You can produce sub-totals for each date to
provide a cross-reference with the bank statement. You
can produce a list of all those paying by standing order.
You are even able to create your own reports or modify
those already provided.
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| Analysis
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In
addition to the audit trail reports Donations Co-ordinator
has many data analysis tools. You can see how the donation
receipts have fluctuated over the weeks, months, quarters
or years. Analyse the amounts received by each type of
giving (cheque, standing order, envelope).
You can find out how the majority of your donors give
weekly, monthly, quarterly etc.. Find those donors whose
declarations are about to expire or whose standing orders
are due to expire.
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CD!
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