Gift Aid eligible donations showing as Out of Scope

Could it be the payment type? CAF cheques and certain other payment types show as out of scope for us.

Usually, if we see an odd 'out of scope' it's either

• been moved 'on account' when adjusted, 
• the initiator hasn't been factored into the contribution and the declaration hasn't been picked up. Once adjusted and added it, it tends to kick in.
• the declaration date hasn't 'stuck' - sometimes temporarily changing the received date back one day forces the GA transactions to update
• The fund isn't eligible OR the GSV on the fund/membership hasn't been yet fulfilled.
• The contribution is also credited to a creditee type that isn't eligible for GA, (check TR_CREDITEE_TYPE for these indiactors)

Could it be the payment type? CAF cheques and certain other payment types show as out of scope for us.

Usually, if we see an odd 'out of scope' it's either

• been moved 'on account' when adjusted, 
• the initiator hasn't been factored into the contribution and the declaration hasn't been picked up. Once adjusted and added it, it tends to kick in.
• the declaration date hasn't 'stuck' - sometimes temporarily changing the received date back one day forces the GA transactions to update
• The fund isn't eligible OR the GSV on the fund/membership hasn't been yet fulfilled.
• The contribution is also credited to a creditee type that isn't eligible for GA, (check TR_CREDITEE_TYPE for these indiactors)

Thank you Victoria! I'll try some of these things and see if they work.

 What do you do if it is the payment method affecting the status and you know the payment is eligible?

Sorry for the delay, I'd look into the set-up of that payment type and check it's not blocking the eligibility. If the payment type is ineligible then the payment can't be, for example for us CAF cheques are always ineligible so even if the person giving the money is eligible, we cannot claim gift aid on that donation. 

Is the fund definitely set-up as eligible in references?

Victoria

Hi Francesca

Another situation that we've had is that if one person in a household has an eligible declaration and the other person in a household has a declaration of ineligibility, the ineligible declaration overrides the eligible one and Tessitura doesn't see any of the donations on the household as claimable. To fix this we've moved to recording ineligibility as an attribute.

Karen