I'm fairly new to RE and I've got to run a Gift Aid claim shortly. Other applications I've used give you the option to run the R68 without marking the records with a run number and also let you produce a random sample for your internal audit purposes.

Can I do anything similar with RE?

[Michael Sherman]

Quote:

Originally Posted by Liz Preni

I'm fairly new to RE and I've got to run a Gift Aid claim shortly. Other applications I've used give you the option to run the R68 without marking the records with a run number and also let you produce a random sample for your internal audit purposes.

Can I do anything similar with RE?

You're traveling through another dimension,
a dimension not only of sight and sound but of mind;
a journey into a wondrous land whose boundaries are that of imagination.
That's the signpost up ahead-- your next stop . . . the Twilight Zone!

Welcome, Liz! Sorry, I thought I landed on another forum. Can you explaine what you mean by "Gift Aid claim" and "R68".

I'm based in the UK and it's something related to reclaiming tax already paid on donations from individuals.
I had hoped that there would be some UK members that can help!!
Cheers for the message all the same

[SimonKoppel]

Hi Liz. It's been a while since I did it, but if I remember rightly, yes, there's nothing to stop you running an R68 as many times as you like without putting anything into the Tax Claim Number field. It's only once you choose to populate that field as part of running the report that the gifts will be excluded from future R68s. Even once the field is populated, if you've done something wrong you could run a global change to delete a particular value from that field and then run the R68 again.

As far as a random sample, you can use a query that picks a random sample (under Tools, Query Options, Record Processing) and then just base your R68 on that.

Thanks for that,
I had the claim number set as a required field and worried that I could end up having to do global changes on lots of records.
I have switched off the required field and will do some dummy runs.
Thanks very much for your tip on the query too, to sample.

[SimonKoppel]

No problem. By the way, for any confused Americans (or other aliens ) reading this, Gift Aid is how we deal in the UK with the fact that donations are not tax-deductable for the donor. Instead, the charity gets a declaration from the donor to say that they are a UK taxpayer, and is then able to claim the money back directly from HMRC (the equivalent of the IRS). R68 is the form we have to send to HMRC, which can be generated directly from within (the UK version of) Raiser's Edge.

[Elaine Tucker]

Quote:

Originally Posted by SimonKoppel

No problem. By the way, for any confused Americans (or other aliens ) reading this, Gift Aid is how we deal in the UK with the fact that donations are not tax-deductable for the donor. Instead, the charity gets a declaration from the donor to say that they are a UK taxpayer, and is then able to claim the money back directly from HMRC (the equivalent of the IRS). R68 is the form we have to send to HMRC, which can be generated directly from within (the UK version of) Raiser's Edge.

Simon,

Thanks so much for that information. With the economy going even more global I can see where we may need to know this (if we are fortunate to have a supporter who lives in the UK)

[Tcassi]

Quote:

Originally Posted by Liz Preni

I'm based in the UK and it's something related to reclaiming tax already paid on donations from individuals.
I had hoped that there would be some UK members that can help!!
Cheers for the message all the same

It might avoid confusion in the future if you added your location to your signature or profile?

[Witch]

Quote:

Originally Posted by Tcassi

It might avoid confusion in the future if you added your location to your signature or profile?

This is directed to all.

I would like to add to Tracie's statement and say it is just common courtesy to provide even just your name and the name of your organization as a signature on your posts.

From the name of the organization, we can usually figure out what type of organization you work for, which can be helpful when trying to answer questions because different types of organizations have different issues and can use RE differently. (Did I say the word different enough in that sentance.)

[Anne Marie]

Quote:

Originally Posted by dstengl

This is directed to all.

I would like to add to Tracie's statement and say it is just common courtesy to provide even just your name and the name of your organization as a signature on your posts.

From the name of the organization, we can usually figure out what type of organization you work for, which can be helpful when trying to answer questions because different types of organizations have different issues and can use RE differently. (Did I say the word different enough in that sentance.)

We're off topic here, but anyways here goes:

I used to have all my info evident here when I first joined this forum way back in May. Then Peter sent out this message which made me drop it.:
------
"At 8:00am MDT tomorrow I am going to make the forums viewable to
unregistered people. They will be able to see all our posts, but will not be
able to post, search, view profiles, or really do anything else.

I have removed the restrictions on "generic" email addresses, and
turned off the requirement for account moderation. Too many users at this
point. We can't pre-screen effectively, so I will just ban the evildoers.
Report any misdeeds to me at once.

Risks:
- if your email address is in your signature you may want to remove it.
Email trawlers will grab it and you'll get spammed.
- If your full name, title and what have you are in your username or
signature, think about if you want to change them. Do you want everyone
and anyone to be able to see them?
- Our numbers are likely going to grow. Last count was 143 people, and
still growing every 5 minutes or so.

Tomorrow we are being featured on the front page of
www.supportingadvancement.com (thanks Brian!). Once that happens, we will be a known
entity on the web, and this becomes a whole new ball game."

---------

So, I choose to remove all my info from the signature as he suggested. I've mentioned all the pertinent info in my messages anyway. So some of us just prefer not to have everything out there for spammers and pains-in-the-a--es.

I do agree however, if there is a question relevant to a particular country or user situation that we should identify that in our messages.

[Witch]

It may be off topic but it is still relevant.

I hear what you are saying but I don't think including a persons name or organization name is an issue with spam. I did not say you need to include your email address.

For the record, I have not see any increase in the amount of spam I get but I can only speak for myself.

[cseebald]

Quote:

Originally Posted by dstengl

it is just common courtesy to provide even just your name and the name of your organization as a signature on your posts.

I agree with Denise. I have been on half a dozen (or more) listservs and forums for years, and, it is considered common courtesy on all of them to include a signature with your name and the name of your org - at the very least. I have also seen it actually stated as part of the "netiquette" on some that an email address should also be included.

Quote:

Originally Posted by dstengl

For the record, I have not see any increase in the amount of spam I get but I can only speak for myself.

I get more spam by far at the email address I share with my husband (which is not published or included in any signature I use), than I ever have at the email address used in my signature on this forum and other listservs - whether it was my email address at Houghton or the one I'm now using.

Catherine

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[Anne Marie]

Thanks Denise and Catherine! You know, I would totally agree with you, if this Forum was ALL about business.

On that note, I'd like to carry on this conversation - but in the lounge!! Hope you don't mind! See ya there.

Cheers,

[cseebald]

Quote:

Originally Posted by Anne Marie

On that note, I'd like to carry on this conversation - but in the lounge!! Hope you don't mind! See ya there.

Good point - we DO tend to get off topic easily, don't we?

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