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Add Gift Aid Refresh Process Screen

The table below explains the items on the Add a Gift Aid refresh process screen. For information about how to access this screen, refer to Add Gift Aid Refresh Process.

Screen Item

Description

Name

Enter a unique name to help identify the Gift Aid refresh process.

Description

Enter a detailed explanation of the Gift Aid refresh process. If you use a dynamic selection, it is important to enter an adequate description so you can properly identify the process if you select to run it again.

Selection

Search for and select the revenue selection to include in the process. The selection is the result set of the query you create and contains components that identify the various criteria defined in the query.

Site

Select the site that uses this process. If the process is available to users associated with any site, select "All sites."