Other countries and currencies (Israel, UK, Canada)

Accept gifts in other currencies, issue Israeli or Canadian receipts, and claim UK Gift Aid.

Who does this: Owners & admins4 steps
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  1. 1

    Add currencies

    Settings → "Profile & branding" → "Other countries & currencies": type each currency and its rate, one per line, for example ILS = 0.27. See "Set exchange rates".

    Currencies, section 46 and Gift Aid reference.
  2. 2

    Record in that currency

    Cash and check gifts can then be recorded in that currency. The receipt shows what they gave and the converted amount.

    Choose the currency when recording a cash or check gift.
  3. 3

    Israel

    Add your section 46 number, and each donor's ID number on their profile. See "Israeli (section 46) and Canadian (CRA) receipts".

    Receipt format for Israel or Canada.
  4. 4

    UK Gift Aid

    Add your HMRC charity reference, tick each donor's Gift Aid declaration, and claim from Insights → "Gift Aid (UK)". See "Claim UK Gift Aid".

    Your HMRC charity reference.

Tips

  • Rates don't update by themselves — change them when you need to.
  • Card gifts are charged in your processor's currency.

If something isn't working

The currency isn't offered when recording a gift.

Add it with a rate under "Other countries & currencies" first.

A receipt shows the wrong converted amount.

The rate at the time was used. Fix the rate for future gifts; correct the gift's amount if needed.

Related guides

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Other countries and currencies (Israel, UK, Canada) · Yahiv help · Yahiv