From Revenue, click Gift Aid settings under Configuration. The Gift Aid Settings page appears.
2.
Select the Gift Aid Disqualification by Attribute tab.
3.
Beside Disqualify gifts with these attributes, click Add. The Disqualify gifts with these attributes screen appears.
4.
In the Category field, select the type of attribute for disqualification, such as Revenue - Code table, Revenue - Date, or Revenue - Text. Your choices here depend on the attribute categories set up in Administration.
5.
In the Value field, select or enter a value that corresponds to the category selected. For example, the sale of raffle tickets is not eligible for Gift Aid. If you select “Revenue - Text” in the Category field, enter “Raffle.”
Your choices for this field depend on your selection in the Category field. For example, if you select “Revenue - Date” in the Category field, when you click in the Value field, a calendar appears.
To successfully disqualify gifts by attribute, the attribute category and value you select on this screen must match the attribute category and value you select on the Attributes tab of the disqualifying payment record.
6.
Click Save. You return to the Gift Aid Disqualification by Attribute tab. Your disqualifications appear in the Disqualify gifts with these attributes grid.