As part of our commitment to continually improving Fund Filer, we are delighted to announce several major enhancements to the donors area. Included in this update: A new ‘summary view’ for each donor, showing important information at a glance, including donation history. New facilities to: edit donations while viewing a donor record generate statements direct from […]
Archive | Product Update
Product Update: End of Year Thank You Letters
One of the most requested updates on our list, ‘End of year Thank You Letters’, is now live. Letters can be created in pdf format from a new page, accessible from the donors section. Once a year end date is specified on the page, Fund Filer will advise how many donors made a gift in […]
Product Update: Your Subscription and PayPal
An updated ‘Your Subscription’ section is now accessible from ‘Your Account’, giving clear information on subscription levels, cost and renewal dates. There is also a facility to specify details for invoicing, if these differ from main user details. Fund Filer will remind you by email when your account falls due for renewal. Users will also […]
Product Update: Improved Claim Checking
This update helps with checking claim information and resolving discrepancies before and after making repayment claims. It comprises three new features: Access to underlying donation records making up sum totals for donors Facilities for downloading claim data in summary or detail form before and after the claim is submitted. A further facility to download submitted […]
Product Update: Unlocking Claims
Earlier in 2014, we released an update allowing unlocking of previously submitted repayment claims. This is useful in circumstances where HMRC has rejected the claim for technical reasons such as authorised signatory details not matching its records. This new update shows a note indicating that the claim has already been submitted once and on what […]
Product Update: Ensuring accuracy for HMRC
Incorrect authorised signatory details are a common cause of rejected repayment claims by HMRC. These are situations where the signatory details submitted with a claim do not match what is held on HMRC’s systems. The most common reason for this is a change of officer situation where details are updated on Fund Filer but HMRC […]
Product Update: New ‘Gift Aider’ Tick Box
Donors can now be marked as ‘Gift Aid’ or not via a simple tick box on donor records, shown below. The previous ‘declaration date’ field is still present but now optional. The spreadsheet template for uploading donors has also now been amended to reflect this update.
Product Update: Improved SSL Certificate
An update you might not have noticed in 2014 is our enhanced SSL certificate. We constantly look for way to uprate security on Fund Filer, but importantly also give peace of mind to users. Since its launch several years ago, Fund Filer has always held an SSL certificate to ensure all traffic between users and […]
Product Update: Sponsored Events
This update allows handling of donations arising from sponsored events using a special page for this purpose on Fund Filer. The ‘Sponsored Events’ page is accessible from the ‘quick jump’ menu, top right of the green strip on all donation entry pages. HMRC requires data for sponsored events to be recorded slightly differently to regular […]
Product Update: Giving Levels Report
Fund Filer’s ‘Giving Levels’ report is a potentially invaluable resource form income an campaign planning. It shows how many donors are giving regularly and at what contribution levels. It becomes increasingly useful as data builds up on Fund Filer. The report works in bands, £1-£3, £4-£6, £7-£10 and so on via one axis, with frequency […]