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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.  

Ros 27

  • Use the Bank Account recurring items feature, and add the recurring item as a Transaction type "Donation" (we're using Vn 28.1).

    (Though you'll now have the hassle of changing the date if the date is a non-banking day (making the donation appear a day or 2 later in the bank account) and back again the next month - unless someone else can tell us how to do that in Sage, to match the recurring item facility of gnuCash which allows recurring items to shift forward for that posting if the usual date is non-banking.  I've just had to change 100 dates which next month (May) will have to be changed again, and again the following month (June) when they will change back to the first of the month!)

*Community Hub is the new name for Sage City