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• 15:29, 24 October 2023 Tim talk contribs created page 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...")
• 15:21, 24 October 2023 Tim talk contribs created page File:Ga-add-dons.png
• 15:21, 24 October 2023 Tim talk contribs uploaded File:Ga-add-dons.png
• 15:01, 24 October 2023 Tim talk contribs created page 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...")
• 14:54, 24 October 2023 Tim talk contribs created page OPAS:Gift-Aid/Gift-Aid Admin Reports (Created page with "You can generate a report to show you changes to parishioners within the parishes e.g. terminated, updated, new etc – this might be useful to see activity within the Diocese and can be generated from a certain date.... # Navigate to your Gift Aid admin area... # Click on Reports tab # In the first reports section... # Under “Report” field, select “acknowledgement report” from the drop down menu # Enter a “start date” for example 01/02/2010 # Click Generate...")
• 14:52, 24 October 2023 Tim talk contribs created page OPAS:Gift-Aid/Submitting Claims To HMRC (Created page with "If you have been viewing parish records, you need to log out and in again to access the Gift Aid claim process. You should then only have two tabs at the top left of the page: <code>Gift Aid Admin</code> and <code>Admin</code>. Choose <code>Gift Aid Admin</code>, then <code>Parish Admin</code>, the bottom item on the drop down menu. Select the parishes you wish to include in the claim by clicking on the grey spot to the left of the parish name. When you have finished,...")
• 14:44, 24 October 2023 Tim talk contribs created page OPAS:Gift-Aid/Checking Claims From Parishes (Created page with "Choose the parish from the <code>Admin</code> tab, then go to <code>Gift Aid > Donations</code>, then check each type of donation folder in turn to make sure that they are all allocated, approved and reconciled – One Offs and Envelopes will have a green spot to the left to indicate that they have been reconciled, S.O.’s will show the green spot on donor record. If there is a transaction under envelopes with a name against it, it is likely to be a One-Off which has n...")
• 14:40, 24 October 2023 Tim talk contribs created page OPAS:Gift-Aid/Updating Gift-Aid Declarations (Name Changes) (Created page with "Most changes such as updating addresses, terminations, can be done at parish level, but name changes can only be done at Administrator Level, by going to Gift Aid Admin: Search Parishioners, enter search details, and then click into the surname field under the donor details tab. It is advisable to enter the previous surname in the notes field. Click on update parishioner button to confirm the change.")
• 14:36, 24 October 2023 Tim talk contribs created page OPAS:Gift-Aid/Approving Gift-Aid Declarations (Created page with "When a completed Declaration is received, go to Gift Aid Admin tab and select Approve GAD from the drop down menu. Only parishes with unapproved GADs entered into OPAS will appear on the list. Click on a parish and the names of the parishioners will appear. Click on the donor name and the declaration will appear. Select the Gift Aid tab. It is wise to check the details carefully against those on the form, as sometimes the dates are different, or the wrong form has bee...")
• 14:35, 24 October 2023 Tim talk contribs created page OPAS:Gift-Aid/System Settings For Submissions To HMRC (Created page with "These are recorded in admin>system settings and record HMRC reference numbers and the authorised official etc. '''NB''' – when setting up a new parish if '''commission''' is charged by the Diocese '''on GA''' claims; ensure the commission amount is entered on the parish settings page.")
• 14:31, 24 October 2023 Tim talk contribs created page OPAS:Accounting/Importing Standing Orders Via A CSV Spreadsheet (Created page with "Create a spreadsheet and save as file type .csv exactly in the format as below: 750px Save the csv file and close it. NB All entries in the csv must be of the same type of transaction (i.e. receipt, Payment, GA) and all for the same category. Always quote surname first as this facilitates sorting into alphabetical order on the recurring entries screen. Go into OPAS # Navigate to the <code>Recurring Entry</code> screen and click...")
• 14:29, 24 October 2023 Tim talk contribs created page File:Opas-spreadsheet-import.png
• 14:29, 24 October 2023 Tim talk contribs uploaded File:Opas-spreadsheet-import.png
• 14:26, 24 October 2023 Tim talk contribs created page OPAS:Accounting/Sundries (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...")
• 14:25, 24 October 2023 Tim talk contribs created page OPAS:Accounting/Importing Standing Orders Per Quicken (Created page with "(only do this if lots – say more than 10) To extract the file from quicken do the following: Its usually only worth doing GA SO’s. # In Quicken / Quickbooks click on <code>CASHFLOW</code> and then <code>Standing Order List</code> # Click on <code>print</code> at the top of the list # Select on “Print to” Tab-delimited Disk File # Press <code>ok</code> and choose a location to save it too. # Open up Excel and click on open file. # You will need to change the...")
• 14:18, 24 October 2023 Tim talk contribs created page OPAS:Accounting/Wrong Next Cheque Number (Created page with "Search for the incorrect cheque number (it will be the next no. presented on the money out screen less 1) and then correct the cheque number. This will then reset the counter to the next correct number.")
• 14:17, 24 October 2023 Tim talk contribs created page 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...")
• 14:15, 24 October 2023 Tim talk contribs created page OPAS:Accounting/Deleting And Replacing Gift-Aid Recurring Transactions (Created page with "'''Before making any changes, note the date of the most recent reconciliation date, and the reconciled balance as at that date.''' If Gift Aided Recurring transactions are not set up correctly at the outset, they will not appear on the Gift Aid side for allocation to the donor, and subsequent editing will only correct donations due after the date of editing. The most common mistake by the parish user is to select “receipt” instead of “gift aid” as the transacti...")
• 14:12, 24 October 2023 Tim talk contribs moved page Index/OPAS:Accounting/Correcting Errors And Faults to OPAS:Accounting/Correcting Errors And Faults (Misspelled title)
• 14:10, 24 October 2023 Tim talk contribs created page Index/OPAS:Accounting/Correcting Errors And Faults (Created page with "== Changing, deleting, unreconciling and altering statement sheet details of reconciled Bank transactions. == Admins can change all aspects of a reconciled transaction but be careful as changing the date, transaction total or deleting will mean that statement sheet will no longer balance and the next bank rec may prove impossible as the brought forward balance will be incorrect. '''Before making any changes, note the date of the most recent reconciliation date, and the...")
• 13:40, 24 October 2023 Tim talk contribs created page OPAS:Accounting/Setting Up New Parishes (or Cost Centres) (Created page with "Create a new parish (see wiki entry here). It is recommended a template is used to establish opening journals, bank accounts, any extra categories, restricted funds and locations needed. It is possible to import standing orders (recurring entries) via a csv file rather than inputting them individually – see “correcting errors and faults” section.")
• 13:35, 24 October 2023 Tim talk contribs created page 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...")
• 13:35, 24 October 2023 Tim talk contribs created page File:Admin-browsers.png
• 13:35, 24 October 2023 Tim talk contribs uploaded File:Admin-browsers.png
• 13:32, 24 October 2023 Tim talk contribs created page OPAS and Gift-Aid:Admin Manual/Reporting Faults And Suggesting Improvements (Created page with "Parish users should contact diocesan admins users as often problems will be user errors which admins can correct using greater editing powers and offer training and guidance for the future. Where systems errors are identified these should be reported via the on line ticketing system. Each diocese will nominate a few admins who will have individual user names and passwords to the system – [https://help.parishaccounts.org.uk help.parishaccounts.org.uk] When a ticket...")
• 13:30, 24 October 2023 Tim talk contribs created page OPAS and Gift-Aid:Admin Manual/Document Vault (Created page with "Admins can upload word, excel and pdf documents to the area which can be seen by parish users when they view the dashboard page. The 5 most recent appear in a list ordered by when they were uploaded the rest are accessed by clicking the <code>Document Vault</code> button. Go to the <code>Admin > Documents</code> tab and click the <code>+</code> sign at the top right of the list to add a new document.")
• 13:28, 24 October 2023 Tim talk contribs created page OPAS and Gift-Aid:Admin Manual/Notes To Users (Created page with "This is a very useful function allowing admins to communicate with all users of the system or just the users allocated to an individual parish. Hover on <code>Admin</code> and select <code>Notes</code>. Click <code>Add a new note</code> which you can then select whether to send a note to all users or just the users for a particular parish. On the same screen is a list of previous notes sent which can be edited or deleted. '''CARE''' – this does rely on users actuall...")
• 13:24, 24 October 2023 Tim talk contribs created page OPAS and Gift-Aid:Admin Manual/Parishes and Cost Centres (Created page with "When logging on admins will see a list of parishes in cost centre order – to get this screen from elsewhere in the programme go to admin>choose parish. Click on the parish name in order to open it, this will allow you to edit, generate reports etc etc. To create a new parish click the new parish button. This will create a copy of the first parish on the list of parishes but with no transactions, no bank accounts and with the standard chart of accounts. It may be ne...")
• 13:21, 24 October 2023 Tim talk contribs created page OPAS and Gift-Aid:Admin Manual/Users (Created page with "These can only be set up by admin users who can also create other admin users using the admin menu or by clicking the <code>manage users</code> button when looking at the initial list of parishes screen. Parish users can either be set up from within an individual parish <code> Parish Settings > Add a new user</code> or in the same way as admin users above. Parish users can be allocated to more than one parish (in which case use one of the admin menus) but they must hav...")
• 16:10, 23 October 2023 Tim talk contribs created page OPAS:Contactless Giving/Appendix 2 - Alternative Gift-Aid Claim Processes (Created page with "''These 2 other alternatives, in our opinion, involve much more work and also carry risks, but do have advantages for donors, as year end letters will include all donations made.'' a) Adding individual donor one off amounts to GADs in OPAS Use the reports from the contactless provider to add one off payments to existing 99 year GADs already set up in OPAS for those donations which are Gift Aided – or set up new GADs for new donors depending on how these have been com...")
• 16:07, 23 October 2023 Tim talk contribs created page File:Conactless-claim-sponsorship.png
• 16:07, 23 October 2023 Tim talk contribs uploaded File:Conactless-claim-sponsorship.png
• 16:06, 23 October 2023 Tim talk contribs created page File:Conactless-claim.png
• 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...")