How to manage recurring Gifts of Money given

Recurring Gifts of Money via Standing Order or Direct Debit should be entered via the Bank Matching screen rather than via the Purchases screen.

Reconciling Recurring Gifts of Money for the first time

Once you have uploaded your bank transactions, on the reconcile transactions screen, simply click on the transaction in the left-hand table. In the dropdown that appears, select the transaction type as 'Gift of Money'.

Note: If you don't see the Gift of Money option - check out this separate help guide article

Enter the details of the transaction and leave the 'remember' checkbox ticked. This will enable the Gift of Money to automatically be reconciled in future months.

Note: If the gift is a one-off gift of money, you can uncheck the 'remember' checkbox. For processing future one-off gifts of money check out this separate help guide article.

Reconciling Gifts of Money automatically each month

Once a Gift of Money order has been reconciled, for all future months you will be able to reconcile it automatically without keying in any information using the 'Quick Match Payment' at the top of the Bank Reconciliation screen, along with all other recurring standing orders and direct debits that have been memorised.

Note: To edit or delete a recurring transaction that has been memorised, select the 'Manage Remembered Transactions' button at the top of the screen, and select the transaction type.