From Revenue, click Gift Aid refresh process. The Gift Aid Refresh page appears.
Under Gift Aid refresh processes, click Add. The Add a Gift Aid refresh process screen appears.
Enter a unique name and description to help identify the Gift Aid refresh process. If you use a dynamic selection, enter an adequate description so you can properly identify the process if you select to run it again.
In the Selection field, search for and select the revenue selection to include in the process.
Depending on your security rights and system role, you can edit the query that generates the selection. To edit an Ad-hoc query selection or a Smart query selection, next to the Selection field, click the edit button.
In the Site field, you can restrict the use of the process to a specific site in your organization. When you select a site, only users associated with the site can access the process. To allow users of all sites to access the process, select "All sites."
Click Save. You return to the Gift Aid Refresh page.