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Being able to add specific funds to be excluded from Gift Aid directly on a declaration
Currently if a supporter wants us to claim Gift Aid on specific funds only and exclude others, we are having to go back and retrospectively adjust each payment that needs to be excluded if it is tin the gift aid period. It would be good if this co...0 Reviewed: Voting Open
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Enable Gift Aid Declaration Validation
Gifts that are qualified for Gift Aid (where the constituent has a valid Declaration) are included successfully in a R68, however if any of the constituent's personal criteria such as the post code or first name fail to meet the HMRC requirements,...0
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Import Gift Aid declarations independently of revenue
Currently we are only able to import Gift Aid declarations via batch where the declaration is made with a payment, however we are not able to import declarations when there is no gift, for example where we send out a mailing requesting a declarati...1 Reviewed: Voting Open
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Revenue types excluded from the Revenue/Application Details/Gift Aid/Gross Amount field query nodes
Certain revenue types appear to be excluded from the Revenue/Application Details/Gift Aid/Gross Amount fields. This looks to be because the revenue application items are not in the REVENUESPLITGIFTAID table so they are not returning any informati...0
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Enable the revenue in a Gift Aid claim to be "marked as claimed" independently from the gift Aid refunds.
This would cover scenarios where HMRC confirm the two separately.0
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Do not allow submitted R68 claims to be deleted
Whilst hiding the delete button is an option, it would be preferable if the deletion could not happen, as an accidental deletion can happen.0 Reviewed: Voting Open
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Enable functionality to support HMRC charity online accounts with Multi-Factor Authentication
At present, it's not possible on Blackbaud CRM to use a HMRC login with Multi-Factor Authentication switched on to complete R68 Submissions online. Some organisations require Multi-Factor Authentication switched on to comply with their own interna...1 Reviewed: Need Further Info
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End Date Gift Aid Declarations for Deceased Constituents
When a constituent is marked deceased, any open Gift Aid declarations should be end-dated.0 Reviewed: Voting Open
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Screen out business addresses from R68 Gift Aid process
When doing the R68 process, CRM should screen out business addresses. HMRC does not allow a business address when submitting via the online gift aid submission service. By default, CRM uses the primary address associated with the constituent.0