On the ChurchSuite Export, why is the override flag being set to 1 for some donations?
ChurchSuite uses the override flag in the export file to determine whether or not a donation is eligible for Gift Aid within ChurchSuite IF the donor this donation is assigned to has a valid Gift Aid declaration for the donation.
The Gift Aid override flag is set to 1 tells ChurchSuite that a donation is NOT eligible for Gift Aid even if the donor has a valid Gift Aid declaration.
ExpensePlus automatically set the Gift Aid override to 1 where:
(1) the fund has been selected as 'not eligible for Gift Aid within ExpensePlus (it's a good idea to do this where Gift Aid isn't eligible to be claimed on donations e.g. a collection for a staff member leaving, or an offering where the money is being passed on).
(2) the donation has been given via a donation method where Gift Aid will have already been claimed if the donor could Gift Aid it (and therefore ChurchSuite shouldn't Gift Aid it, as it would result in a duplicate claim for the same donations). This happens where the donation method of a donation is set to:
- Parish Giving Scheme
- CAF Donate
- CAF Payroll Giving
- Charities Trust
- Charitable Giving
- Give a Little
Note: donations given via ChurchSuite are automatically excluded from the export, as ChurchSuite already has the information for these donations.