Tag Archives | Fund Filer

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: 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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Product Update: Adding Donors to GASDS

The Gift Aid Small Donations Scheme is an excellent opportunity to reclaim Gift Aid without any audit trail or paperwork. This is fine for genuinely anonymous cash gifts, but donations from non-taxpayers making regular donations qualify for GASDS in just the same way as loose cash donations. Most Fund Filer users still like to keep […]

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Product Update: GASDS Report

A report showing all GASDS postings, claimed and unclaimed, is now available from the Reports menu. It includes whether conventional GASDS donations made through the GASDS page, and donations from individual ‘non-taxpayer’ donors added to GASDS. The report includes all the details about the record, including fund, any community building involved and any notes about […]

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Announcing The New Fund Filer Blog

Welcome to the Fund Filer blog! From now on, all updates to our system will be featured on here, where we’ll also give HMRC news and service updates, and any other information we think you might find useful. To stay in touch with developments and updates at Fund Filer, subscribe to this blog via the […]

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