With the Gift Aid refresh process, you can pre-calculate Gift Aid eligibility and tax claim information for the revenue in your database so you can efficiently generate query results that include Gift Aid fields. The pre-calculated data from the process appears in the ad-hoc query screen under Revenue > Gift Aid and Revenue > Application details > Gift Aid. For information about Gift Aid, refer to Gift Aid.
Note: To include Gift Aid values in a query that are not pre-calculated, use the fields under Revenue > Gift Aid-Calculated and Revenue > Application details > Gift Aid-Calculated.
When you create a Gift Aid refresh process, you specify the name, description, and site to use. You can also specify a selection of revenue records. For example, use selections to only include gift records from specific departments if you create processes for them separately. For information about selections, refer to Selections.
After you create the process, create a job schedule to specify the frequency and scheduled time for the program to run it. For a detailed procedure on how to create a job schedule for an Gift Aid refresh process, refer to Add a job schedule for a Gift Aid refresh process.
Note: We recommend you schedule the process to run daily during after-hours, such as overnight.