Sage 50 UKI Ideas Portal

Memorise & Recall for Donations receipts

For posting regular monthly donations, it would save a lot of time to have 'Memorise and 'Recall' available in the Bank Receipts-Donations screen.

Until now I have been posting monthly donations as Sales invoices - I've used the 'Memorise' function to save them all in a template batch invoice, which I then just 'Recall' and edit each month for the correct dates and any new items. 

Having watched the Sage Charity Accounting webinar, I'm now looking at posting them as Bank receipts-Donations instead, as that will give us the data for gift aid claims.  But this doesn't have the 'Memorise' function, so I will have to enter them all manually each month.  

  • Guest
  • Mar 28 2023