Sage 50 UKI Ideas Portal

Charity module improvements - bank feed and gift aid reports

Please can Sage add "donations" to the create option within Bank Feeds?  It reduces the advantage of the bank feed option significantly by not having this available.  The Charities options have been the poor neighbour of Sage users for years now but the changes which could be made so simply to benefit this sector are neglected by the development team.  Please can the Charity module be upgraded to make Sage as functional to those users as for non charity users.  

Please could you also add a report to re-run gift aid with the option of submitted or unsubmitted or both.  At a charities year end it is supposed to check it has claimed correctly during the year but there is no option to run a report to check that all relevant claims have been made because the submitted data is lost once flagged.

  • Guest
  • Apr 23 2023
  • Guest commented
    30 Sep 15:58

    Sage needs to add donations to the Bank feed, which is really slow down our job, and disadvantage of this bank feed to charity.

    Developer need to help us on this, to keep optimize sage package for better use.