Gift Aid status in web view should match database view

Currently, when you open a gift in NXT web view it shows Qualified for Gift Aid at the top of the screen based on whether a gift is qualified (meets gift criteria, not excluded by Biz Rules).

It does not consider if the gift is eligible - if there is a valid declaration present.

So if a gift is qualified but not eligible it still shows Qualified for Gift Aid when it is NOT!!!

Meanwhile, in database view, the Tax tab of the gift will accurately show Not qualified, no valid declaration on file.

NXT is supposed to be at-a-glance accurate info so we can work more efficiently. This glitch is illogical and means my users get confused when looking at records, especially when comparing to reports.

Gift Aid status in web view should be made to compare both qualification and eligibility and display an accurate message. Or display both - ie. Qualified for Gift Aid and Not eligible for Gift Aid. Either solution would be better than current situation that only presents half the picture.

  • Amy Daultrey
  • Jun 22 2023
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