An adjustment records a correction connected to a donation that has already been claimed. It preserves the relationship with the original record instead of rewriting the historic claim.
Before you start
- Confirm the donation has already been claimed.
- Check the reason and value of the correction.
- Make sure another active adjustment does not already cover the same change.
- Have evidence for the correction available according to your charity’s process.
Create an adjustment
- Open Donations and find the claimed donation.
- Open the donation or select Create Adjustment where available.
- Enter the adjustment details and reason.
- Review the effect on the amount and Gift Aid.
- Save once.
- Reopen the donation and confirm one active adjustment is linked to it.
Undo an unclaimed adjustment
Use Undo Adjustment only while the adjustment has not been included in a claim.
- Find the donation with status Adjustment Pending.
- Select Undo Adjustment.
- Confirm the action.
- Refresh the list.
- Check that the original donation returns to its previous state and that there is no active pending adjustment.
Claim an adjustment
- Open claim preparation.
- Select the applicable period and records.
- Review the adjustment count and Gift Aid effect in the preview.
- Prepare the claim.
- Confirm the prepared claim shows the same adjustment value.
- Complete the authorised submission workflow.
After the adjustment has been included in a claim, Undo Adjustment should no longer be offered. A further correction should use the supported adjustment process rather than changing a claimed record.
Expected result
- One create action creates one active adjustment.
- Undo restores the original state before the adjustment is claimed.
- Preview, prepared claim, claim view and current reports agree on the adjustment value.
- A claimed adjustment remains viewable but cannot be undone as if it were still pending.
Troubleshooting
Undo says the adjustment has already been claimed: Refresh the donation and claim history. The action should not be offered for a claimed adjustment. If it remains visible, record the donation and claim references for support.
Totals do not agree: Stop before submission. Compare the preview with the donation and adjustment records, then cancel and prepare again after correcting the source issue.
Related guidance
- Running donation reports and summary reports
- Prepare, sign and submit a Gift Aid claim
- Reconcile a submitted Gift Aid claim
Last updated on: October 5, 2026