User contributions for Tim

09:1509:15, 26 October 2023 diff hist 0 Main Page No edit summary
09:1409:14, 26 October 2023 diff hist +13 Main Page No edit summary

16:1216:12, 24 October 2023 diff hist +43 OPAS:Contactless Giving/Preparing For A Gift Aid Claim No edit summary
15:2915:29, 24 October 2023 diff hist +4,963 N OPAS:Gift-Aid/Entering Donations Where The Parish Is Using OPAS For Gift-Aid Only Created page with "N.B. For parishes using OPAS for Gift Aid only, it is necessary to activate it for Accounts in order to set up the bank account details. Once this is done it can be deactivated for Accounts. === Adding Weekly Income transactions. === Go to donations, then Add Donations. Enter the details in the fields, and then the overall total of the envelope donations. If there are one off donations within the weekly income, click on “Split” at the end of the line to add the..." current
15:2115:21, 24 October 2023 diff hist +13 N File:Ga-add-dons.png No edit summary current
15:0315:03, 24 October 2023 diff hist +1,629 OPAS:Gift-Aid/Correcting Errors And Faults No edit summary current
15:0115:01, 24 October 2023 diff hist +3,468 N OPAS:Gift-Aid/Correcting Errors And Faults Created page with "== Adding in donations to GA without first going through the parish accounts side == (★ '''BE VERY CAREFUL''' – do not do this unless you are sure the donation did go through the bank but was not recorded in OPAS as such (usually only used when initially setting up a parish) Go to <code>Admin > Gift-Aid</code> tab, then enter donations, type in parish no and then click show turnround change tax year if needed. Then add donations and change the date from the defaul..."
14:3314:33, 24 October 2023 diff hist 0 Main Page No edit summary
14:2914:29, 24 October 2023 diff hist +10 N File:Opas-spreadsheet-import.png No edit summary current
14:2614:26, 24 October 2023 diff hist +886 N OPAS:Accounting/Input Weekly Income As 2 Or More Bank Transactions Created page with "'''Inputting weekly income as 2 separate paying in slips''' (where cheques have to be separated at the paying in stage at the bank and the credits may not hit the statement on the same day) Input the entire weekly income sheet as if it were going to be paid in on one slip. Then add an extra line at the end categorising to Off Non GA , where weekly income has copied down in the reference field type “cheques” next to it, then input the value of the cheques paid in on..."
14:1714:17, 24 October 2023 diff hist +1,007 N OPAS:Accounting/Bounced Cheque Given Via Offertory Envelope Which Is Gift-Aided Created page with "Enter using the money out screen and code the bounced offertory cheque to whichever original category was used. In the accounts side of OPAS alter the mix split of the original weekly income sheet so that the GA total is reduced by the amount of the cheque and the Offs Non GA is increased by the same amount so that the total banked stays the same. This will mean the total originally balanced to in the GA side of the programme changes. The batch of envelopes will return..." current
14:1214:12, 24 October 2023 diff hist +58 N Index/OPAS:Accounting/Correcting Errors And Faults Tim moved page Index/OPAS:Accounting/Correcting Errors And Faults to OPAS:Accounting/Correcting Errors And Faults: Misspelled title current Tag: New redirect
13:3513:35, 24 October 2023 diff hist +880 N OPAS and Gift-Aid:Admin Manual/Browsers Created page with "OPAS works best with Google Chrome but will work with most browsers including those included on tablets and phones. It also works with Apple computers, tablets and phones. Particularly with MACS the screens may look a little different and keys such as “tab” will sometimes work differently and cause confusion. Internet explorer often causes problems when a new version comes out. If this happened, it is worth checking that your version of I/E is not working in “co..." current
13:3513:35, 24 October 2023 diff hist +15 N File:Admin-browsers.png No edit summary current
13:1513:15, 24 October 2023 diff hist +71 Main Page No edit summary

16:0716:07, 23 October 2023 diff hist +17 N File:Conactless-claim-sponsorship.png No edit summary current
16:0616:06, 23 October 2023 diff hist +16 N File:Conactless-claim.png No edit summary current
16:0416:04, 23 October 2023 diff hist +7 N File:Conactless-history.png No edit summary current
16:0316:03, 23 October 2023 diff hist +10 N File:Conactless-parish-allocating.png No edit summary current
15:5915:59, 23 October 2023 diff hist +10 N File:Conactless-parish-gad.png No edit summary current
15:5715:57, 23 October 2023 diff hist +612 N 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..." current
15:5515:55, 23 October 2023 diff hist +920 N 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..." current
15:5515:55, 23 October 2023 diff hist +23 N File:Conactless-trans.png No edit summary current
15:5015:50, 23 October 2023 diff hist +876 N 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..."
15:4215:42, 23 October 2023 diff hist +92 Main Page No edit summary
15:0815:08, 23 October 2023 diff hist +54 Main Page No edit summary
15:0715:07, 23 October 2023 diff hist +392 N 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." current
14:5514:55, 23 October 2023 diff hist +26 N File:Stat-acc-list.png No edit summary current
14:5214:52, 23 October 2023 diff hist +41 N File:Stat-acc-main-menu.png No edit summary current
14:3714:37, 23 October 2023 diff hist +11 N File:Gdpr-anonymise-permissions.png No edit summary current
14:3414:34, 23 October 2023 diff hist +16 N File:Gdpr-anonymise-batch-rollback.png No edit summary current
14:3114:31, 23 October 2023 diff hist +23 N File:Gdpr-anonymised-donor-record.png No edit summary current
14:2814:28, 23 October 2023 diff hist +23 N File:Gdpr-anonymise-process-batch.png No edit summary current
14:1714:17, 23 October 2023 diff hist 0 N File:Gdpr-anonymise-create-batch.png No edit summary current
14:1314:13, 23 October 2023 diff hist 0 N File:Gdpr-anonymise-batch.png No edit summary current
14:0714:07, 23 October 2023 diff hist 0 N File:Gdpr-anonymised.png No edit summary current
14:0414:04, 23 October 2023 diff hist +64 Main Page No edit summary
13:5813:58, 23 October 2023 diff hist 0 N File:Sys-settings-gdpr.png No edit summary current

26 October 2023

24 October 2023

23 October 2023