When donation data is imported in batches, preparing a Gift Aid claim should be predictable. If two files have been imported and merged, you may want to claim one file on its own, or include every eligible imported donation in the same date range.
The Import Filename selection on the claim preparation screen is built for exactly that. It gives administrators a clear way to choose whether a claim is prepared from a single imported file or from all eligible imported donations in the selected date range.
Why this matters
- Select a single import file when you want a focused claim.
- Select All when every eligible imported donation in the date range should be claimed together.
- Review totals before authorising and submitting.
In practical terms, this makes month-end reconciliation easier and reduces the risk of submitting the wrong mix of imported donations in one claim.
Example outcomes
- File A: 2 donations, £105.00 donations, £26.25 Gift Aid.
- File B: 2 donations, £175.00 donations, £43.75 Gift Aid.
- All: 4 donations, £280.00 donations, £70.00 Gift Aid.
This update is a small interface change, but it gives charities better control over imported donation claims and cleaner reporting when files need to be handled separately.