Archive | Product Update

Product Update: Donors Area

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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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