As you know, tax can be claimed up to 4 years on gifts that are eligible for claim; review the Time limits for making a claim on the HMRC web site for more information. Here’s an example: You receive a gift from a constituent where the gift is eligible for tax claim based on your [...]

Vouchers can serve a great purpose in The Patron Edge, solve issues around refunds, and gives the facility to sell gift vouchers which brings in extra revenue. Rhys Beynon, an analyst on the UK Patron Edge Support team, has the following examples of offering vouchers as gift certificates, theatre tokens, credit notes or an equivalent [...]

Support webinars are offered to provide an overview of common issues seen in support. These are not designed as a replacement for training and should be used as an additional support resource to compliment your planned training schedule. It’s easy to participate. Just select the webinar you wish to attend, click “Register Now”, and fill [...]

The tax claim in Raiser’s Edge is run through Reports, Gift Aid Reports, Generate R68 (New Gift Aid) report. We strongly advise that the Update Gift Aid Status is run once, prior to running your claim or multiple claims if running retrospective claims. This is an option available in the Admin menu in the Raiser’s [...]

We introduced several changes in The Raiser’s Edge 7.91 to comply with PCI and PA-DSS requirements. One of the changes for PCI compliance affects users’ passwords. In this version of The Raiser’s Edge, the password becomes more complex. Passwords must now be between 8 and 10 characters, can contain numbers and letters, and must include [...]