Using the enhanced Manual Donation Entry screen
Manual Donation Entry is used when donations need to be entered directly rather than imported. The enhanced screen helps capture donor, donation and declaration information more consistently.
Recommended workflow
- Open Manual Donation Entry.
- Start with the donor field.
- Enter the donation date and amount.
- Complete address, postcode and country details.
- Choose donation type and claim status.
- Select or review declaration information where available.
- Review duplicate or validation warnings.
- Save the donation.
- Check the running batch total where available.
What to check before saving
- The donor is the right person or organisation.
- The donation date and amount are correct.
- The postcode format is right for UK records.
- The claim status reflects whether the donation should be claimable.
Last updated on: June 24, 2026