CAF Donate

Victoria Kingstone

Hi all

We have just upgraded to CAF Donate so I'm taking the opportunity to streamline our processing of CAF Vouchers & Cards, rather than duplicating all the information like we do at the moment.

Historically, we recorded the CAF Account number as a reference number on RE gift batch and serparately recorded all the voucher details, gift amount and fund code manually on a spreadsheet and then sent everything to CAF for processing and reconciled everything a month later when the report came through.

With the new CAF Donate system, there is a spreadsheet that uses the voucher details and gift amount, but not the fund code. I therefore need to find an efficient way of matching the information with the CAF payment report and wondered if I could put the voucher info on RE then run a query and export this and the fund code to match gifts in the report. Does anyone enter all the voucher information in RE and if so, how/where? Or am I making things too complicated-should I just stick to having two copies of the spreadsheet-one for CAF and one for me with the fund caode added. Suggestions gratefully appreciated!