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• 16:06, 23 October 2023 Tim talk contribs uploaded File:Conactless-claim.png
• 16:04, 23 October 2023 Tim talk contribs created page OPAS:Contactless Giving/Appendix 2 - Sponsorship Claim Process (Created page with "N.B. The following screenshots illustrate the process for a Sponsorship Claim; claiming on Contactless donations is a similar process. === Setting up the Parish GAD === 500px Diocesan Admin, using the parish name as the ‘donor’ name and typing in uppercase to identify it easily from other GAD records. The sponsorship box is ticked, as highlighted above. The start date of the record can be set as the ‘live’ date of the pari...")
• 16:04, 23 October 2023 Tim talk contribs created page File:Conactless-history.png
• 16:04, 23 October 2023 Tim talk contribs uploaded File:Conactless-history.png
• 16:03, 23 October 2023 Tim talk contribs created page File:Conactless-parish-allocating.png
• 16:02, 23 October 2023 Tim talk contribs uploaded File:Conactless-parish-allocating.png
• 15:59, 23 October 2023 Tim talk contribs created page File:Conactless-parish-gad.png
• 15:59, 23 October 2023 Tim talk contribs uploaded File:Conactless-parish-gad.png
• 15:57, 23 October 2023 Tim talk contribs created page OPAS:Contactless Giving/Appendix 1 - Guidelines For Parish Users - Gift-Aid (Created page with "A new parish GAD has been set up under your parish name and the contactless donations which will be listed under Donations>One offs must be allocated to this. The Gift Aid for Contactless donations will be claimed separately from the rest of your GA claim. When you are ready to submit a claim, please run your Year End as normal, but after printing your declaration report highlight the parish GAD claim line and send in to the Gift Aid office, stating that the claim is b...")
• 15:55, 23 October 2023 Tim talk contribs created page OPAS:Contactless Giving/Appendix 1 - Guidelines For Parish Users - Accounts (Created page with "We have set up two new subcategories for you – 30010.10 – Contactless Offertories GA and 30020.10 – Contactless Offertories Non GA. Your TapnGo system will frequently generate a total of donations made – you will see the corresponding amount on your bank statement for reconciliation. As and when it comes in, each total needs to be enter into OPAS using the date it is received as per the bank statement and listed as a BACS payment. The Gift Aid total must be ti...")
• 15:55, 23 October 2023 Tim talk contribs created page File:Conactless-trans.png
• 15:55, 23 October 2023 Tim talk contribs uploaded File:Conactless-trans.png
• 15:51, 23 October 2023 Tim talk contribs created page OPAS:Contactless Giving/Other Uses For The Device (Created page with "As well as general donations the systems can also be set up to take donations for other causes, such as second collections, parish fundraising and clergy offerings. These are set up individually in parishes and detailed in appendix 1, but it is important that the Gift Aid option is deactivated where a claim would be disallowed, e.g. where there is personal benefit, such as ‘buy a brick’ scheme or parish raffle. Gift Aid can also not be claimed on donations to the cle...")
• 15:50, 23 October 2023 Tim talk contribs created page OPAS:Contactless Giving/Preparing For A Gift Aid Claim (Created page with "The donations ticked for Gift Aid need to be allocated to the Parish GAD prior to running the claim. The parish Gift Aid Organiser will run the Year End Declaration as usual, but will identify the Contactless claim by highlighting it, as this is the only total to be included at this point. At diocesan admin level the claim will be processed as normal but using a slightly different route, i.e. tick in ‘Summary’ the parishes to be included in the claim, then proceed...")
• 15:47, 23 October 2023 Tim talk contribs created page OPAS:Contactless Giving/Setting Up Accounts In OPAS (Created page with "''There are 3 different processes available for consideration. Birmingham uses the following; The alternatives are outlined in section "Alternative Gift Aid Claim Processes".'' As an administrator, you may wish to set up new subcategory codes for Contactless giving in the accounts side of OPAS – we suggest using optional codes as not all parishes will use them and they can be allocated to each parish as their system ‘goes live’. Create a special GAD record for th...")
• 15:44, 23 October 2023 Tim talk contribs created page OPAS:Contactless Giving/Choosing The Right System (Created page with "There are now many different systems on the market, such as DONA, CollecTin, PAYAZ, which support both hardware devices for use in church (e.g. floor standing, hand-held, wall-mounted etc.) and their online software for parish websites. ★ It is important to check your chosen system is both HMRC and GDPR compliant. The software of the system, e.g. SumUp, will produce reports detailing donation amounts and dates. The Diocesan name and registered charity number must be r...")
• 15:38, 23 October 2023 Tim talk contribs created page OPAS:Accounting/Unable To Edit Transactions Even Though They Haven't Been Reconciled (Created page with "If you find that you cannot edit transactions, even though they are not reconciled, please check the status of the bank account that the transaction is allocated to. To do this, got to <code>Banks Accounts > Accounts</code>. This should list all of the parishes accounts. Next to the account you wish to check, use the <code>Manage Account</code> drop-down menu to choose <code>Edit Account Details</code>. Then, make sure the <code>Status</code> check-box is ticked if it i...")
• 15:33, 23 October 2023 Tim talk contribs created page OPAS:Accounting/Recreating Transactions (Created page with "Sometimes transactions entered incorrectly and fixed afterwards, will not be correctly used by the system. This could cause various issues such as incorrect totals in reports. If a particular transaction is found be the cause of any issue, one course of action can be to recreate the transactions. Should you wish to do it, please follow the steps below: Find the transaction in the bank ledger and edit it. Either leave this tab open and continue work on a different tab,...")
• 15:29, 23 October 2023 Tim talk contribs created page OPAS:Accounting/How Do I Remove Duplicate Reconciled Transactions? (Created page with "Very occasionally - for example when 2 people are working on the accounts - transactions may get duplicated. How do you remove them once they are reconciled? A bit painful, I'm afraid at the moment: You may need to roll back the year end, and this may not let you edit the transitions because the reconciled balance would change (i.e. you've still got the problem). So you will need to then delete the entire doubled-up transaction and manually re-enter them. Sorry for th...")
• 15:27, 23 October 2023 Tim talk contribs created page OPAS:Accounting/Archiving Bank Accounts (Created page with "★ Administrators are allowed to archive old parish bank accounts. Normal users are not. You can archive old parish bank accounts that you no longer need. To do this go to <code>Banks Accounts > Accounts</code> and choose <code>Edit Account Details</code> from the drop-down menu next to the account you wish to archive. ★ warning. You cannot archive a bank account if it has not been fully reconciled and the balance is not £0 If the account has been reconciled and t...")
• 15:18, 23 October 2023 Tim talk contribs created page OPAS:Gift-Aid/Transferring Donors Between Parishes (Created page with "The correct way to transfer donors between parishes is to terminate their GAD on the date that they leave Parish A, and to create a new GAD on parish B from that date. ''tip.'' We ( i.e. Birmingham) deal with it by setting up a new GAD for the new parish, therefore with a new number, photocopy the original and the put a copy on each parish file cross referenced to the other parish i.e. on first parish “now donating to Parish (name and number) under Gad no ……” an...")
• 15:17, 23 October 2023 Tim talk contribs created page OPAS:Gift-Aid/Reapproved GAD Donations Listing As Not Approved (Created page with "Donations from GADs that were deactivated in some way and reactivated again might not appear as approved. This can be fixed by terminating the GAD and then reinstating it again. Please make sure you set the correct dates. Check the <code>Donor Log</code> and the <code>Donation History</code> for correct dates to use.")
• 15:14, 23 October 2023 Tim talk contribs created page OPAS:Gift-Aid/How Do I Repay An Overclaimed Gift Aid? (Created page with "'''A claim cannot just exclusively have over-claims (repayments). This is a quirk of HMRC.''' We suggest you add over-claimed donations to your next claim that has other positive claims in it. Enter a new one-off donation for the GAD, and make it a minus amount for the whole donation that was wrongly claimed. This will then go through to HMRC as repayment when you next run a claim for that parish and that tax period. So find out the GAD number of the overclaimed donati...")
• 15:11, 23 October 2023 Tim talk contribs created page OPAS:Gift-Aid/Gift Aid Not Showing On Donations History (Created page with "For a particular donor, if the gift aid is not showing on donations history when you think it should be, check their <code>Gift Aid</code> tab, and if there is an amount in the GA Claim box, set it to £0, and <code>update</code> their GAD.")
• 15:07, 23 October 2023 Tim talk contribs created page OPAS:Gift-Aid/Correcting Standing Order Allocation Mistakes (Created page with "Go to <code>donations > standing orders > allocated</code> and find the Standing Order you have wrongly allocated by sorting by the column heading. On the right hand side of the row is <code>edit</code> in red type. Click <code>edit</code>, this will open up the recurring entry screen. Go to the <code>allocation</code> section and type in the surname and this time select the correct gad.")
• 14:55, 23 October 2023 Tim talk contribs created page OPAS:Statistics Accounts/Downloading Statistics Accounts Data (Created page with "Entries to specific statistics accounts can be downloaded as CSV files but users with sufficient permissions. First go to the main Statistics Accounts set-up page: 200px On the statistics account listing, choose the account set from the <code>Downloadable Entries</code> list. Save the data locally and a CSV file. 500px")
• 14:55, 23 October 2023 Tim talk contribs created page File:Stat-acc-list.png
• 14:55, 23 October 2023 Tim talk contribs uploaded File:Stat-acc-list.png
• 14:52, 23 October 2023 Tim talk contribs created page File:Stat-acc-main-menu.png
• 14:52, 23 October 2023 Tim talk contribs uploaded File:Stat-acc-main-menu.png
• 14:37, 23 October 2023 Tim talk contribs created page File:Gdpr-anonymise-permissions.png
• 14:37, 23 October 2023 Tim talk contribs uploaded File:Gdpr-anonymise-permissions.png
• 14:34, 23 October 2023 Tim talk contribs created page File:Gdpr-anonymise-batch-rollback.png
• 14:34, 23 October 2023 Tim talk contribs uploaded File:Gdpr-anonymise-batch-rollback.png
• 14:31, 23 October 2023 Tim talk contribs created page File:Gdpr-anonymised-donor-record.png
• 14:31, 23 October 2023 Tim talk contribs uploaded File:Gdpr-anonymised-donor-record.png
• 14:28, 23 October 2023 Tim talk contribs created page File:Gdpr-anonymise-process-batch.png
• 14:28, 23 October 2023 Tim talk contribs uploaded File:Gdpr-anonymise-process-batch.png
• 14:17, 23 October 2023 Tim talk contribs created page File:Gdpr-anonymise-create-batch.png
• 14:17, 23 October 2023 Tim talk contribs uploaded File:Gdpr-anonymise-create-batch.png
• 14:13, 23 October 2023 Tim talk contribs created page File:Gdpr-anonymise-batch.png
• 14:13, 23 October 2023 Tim talk contribs uploaded File:Gdpr-anonymise-batch.png
• 14:07, 23 October 2023 Tim talk contribs created page File:Gdpr-anonymised.png
• 14:07, 23 October 2023 Tim talk contribs uploaded File:Gdpr-anonymised.png
• 13:58, 23 October 2023 Tim talk contribs created page File:Sys-settings-gdpr.png
• 13:58, 23 October 2023 Tim talk contribs uploaded File:Sys-settings-gdpr.png
• 15:07, 20 October 2023 Tim talk contribs deleted page File:1.png (Duplicated file)
• 15:05, 20 October 2023 Tim talk contribs created page File:1.png
• 15:05, 20 October 2023 Tim talk contribs uploaded File:1.png
• 14:59, 20 October 2023 Tim talk contribs created page OPAS:GDPR/OPAS, Gift Aid and GDPR (Created page with "Category:Administrator <h2>System Settings</h2> OPAS and the Gift Aid module now give parishes and Dioceses the ability to anonymise donor records. There are 2 new system settings that need to be set, and these settings are Diocesan-wide. The 2 settings affect the Gift Aid module, and the last setting affects OPAS (the accounting module): 1. Full financial years since last donation - Default is 6 years. This is the number of financial years prior to the current finan...")