A claim is made up of transactions that fit the criteria. infoodle provides a flexible approach to loading these transactions.
Using transactions in infoodle.
If some or all of the transactions, you want to claim are already loaded in infoodle then you can use the eligible transactions button. This shows a window containing a list of possible transactions. These are limited by the date, and that they don't fit the criteria for a repayment claim, i.e. the donor does not have a Gift Aid approval, and the transaction is not claimable.
- Use the search data to filter the list, e.g. by date or amount in order to find the transactions you want
- Click the tick box to the left to select them
- Click Add Selected to Claim to include them.
Note that you can include transactions that are more than £30. This allows you to load a single transaction that covers many small transactions, e.g. a coin collection has many small donations but is banked in one transaction. infoodle does not validate the amount - the HMRC may review these at its discretion.
Manually add transactions
You may have data in another location and need to include this in the claim. You can click Add Manual Entry to add these transactions.
Overclaim Adjustment
If some transactions have been claimed incorrectly in a previous claim, you can total up the error and record an overclaim which will reduce the amount you can claim.
Finalising the claim
A new claim will remain in infoodle in draft until you decide the claim is ready for filing. Next step is to click Finalise to finalise the claim. This puts it in read-only mode and ensures its ready for filing. You can unfinalise it if you wish to continue editing.