How to manage recurring gifts of money
Recurring gifts of money paid via standing order or direct debit should be entered via the bank matching screen rather than via the purchases screen.
In this article:
Reconciling recurring gifts of money for the first time
On the bank matching 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 this Transaction' checkbox ticked. Edit the 'description to remember' as needed. This will enable the gift of money to be matched automatically in future months.
Note: If the gift is a one-off gift of money, you can uncheck the 'remember' checkbox.
Quick match gifts of money each month
Once a gift of money order has been bank matched once and remembered, in future months you can use quick match to reconcile it automatically.
Simply click 'Quick Match Paid Out Transactions' at the top of the bank matching screen.
It will then be quick-matched along with 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 'gift of money' from the dropdown menu.
To help you better understand the Purchases module, please visit the module overview page here.