Knowledge Base

Fund Filer structure 3

• Fund Filer sitemap
• navigating Fund Filer
• operating systems and browsers

resources and help 4

• online support
• raising tickets
• blog
• lost password

first steps in Fund Filer 2

• before you start
• order of setting up

creating funds 3

• creating funds
• fund reporting
• managing funds

setting up your organisation 3

• your organisation
• your authorised signatory
• change of officers and compliance

setting up community buildings 3

• community buildings in brief
• setting up a community building
• setting up a connected charity

setting up users 3

• users and user levels
• setting up users
• main contact

set-up FAQ 0

donor records 9

• creating donor records
• uploading donors
• donor references
• using the donors list
• reviewing donation history

View all 9

donors and compliance 4

• taxpayer status and Gift Aid declarations
• donor names
• donor addresses
• retrospective claiming windows

general donor FAQ 5

• A donor was entered onto Fund Filer as a non-taxpayer but has now completed a Gift Aid declaration. How do I add their past donations to a future claim?
• A tax paying donor has been set up as a non-taxpayer. How do I change this and ensure that Gift Aid is claimed on the donations I’ve already entered?
• A non-taxpaying donor has been set up as a taxpayer. How do I correct this?
• I’ve changed a donor address on Fund Filer but the record still shows the old address. What have I done wrong?
• I am creating donors for a specific reference sequence and Fund Filer won’t offer the next available number. Why not?

donor upload FAQ 4

• The system ‘hangs’, apparently not doing much, why is this?
• Fund Filer is reporting a mass of errors and not uploading all of my records?
• Why is Fund Filer saying there is nothing to upload?
• Why is Fund Filer uploading some records and not others?

individual donations 5

• recording donations - overview
• recording an individual donation
• about recurring donations
• creating recurring donations
• managing the recurring donations list

editing, deleting and adjusting donations 2

• editing and deleting unclaimed donations
• adjusting for past repayment claims

Gift Aid Small Donations Scheme (GASDS) 8

• GASDS overview
• ‘top up’ and ‘community buildings’ explained
• recording GASDS receipts
• keeping track of GASDS
• non taxpaying regular donors

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aggregated donations 2

• about aggregated donations
• recording aggregated donations

sponsored donations 1

• about sponsored donations

loose cash 1

• about loose cash

donations FAQ 4

• What’s the difference between the Small Donations Scheme and aggregated donations?
• How do I find a donation I wish to edit?
• How do I find donations for a particular donor?
• Must I use ‘Community Buildings’ if there is more than one church in my PCC?

submitting repayment claims 3

• windows for claiming retrospectively
• submitting a repayment claim
• keeping records of your repayment claims

dealing with errors 2

• Gateway error 1046 authentication failure
• Unlocking a repayment claim

claiming FAQ 7

• I keep getting an authentication error whenever I submit. I’ve tried everything. What is the problem?
• HMRC has rejected my repayment claim. How do I resubmit it from Fund Filer?
• It’s been weeks since I sent the claim in. Is this normal?
• I’ve just joined Fund Filer and have a backlog going back several years. Can I record donations in bulk to save time?
• How far in time can I go back to make repayment claims?

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summary reports 2

• summary by donor
• summary by fund

detail reports 3

• donation by date report
• GASDS detail
• donor giving levels

background to Gift Aid 4

• What is Gift Aid?
• value of Gift Aid
• who can claim Gift Aid?
• what can be Gift Aided?

administering Gift Aid 5

• Who qualifies to be a Gift Aid donor?
• declarations
• aggregating donations
• Gift Aid Small Donations Scheme (GASDS)
• community buildings

dealing with HMRC 4

• HMRC registration
• Charities Online
• repayment claims
• useful HMRC forms