Account for and control your fund spend based on the fund type, including restricted, unrestricted and designated funds. Identify when designated funds are about to expire and transfer them to unrestricted funds.
Ensure status of forces agreement (SOFA) compliance by using our Charity Accounts module to produce the key financial reports.
Manage Gift Aid donations using the additional fields in the cash receipt journal batches. Donation receipts can be marked as Gift Aid and donor details recorded and tracked later using the Gift Aid summary report.
Elements of the Charity Accounts module format information ready for quick and easy submission to HMRC, giving you confidence that financial information you submit conforms to their standards they’ve set.
The Charity Accounts module’s dedicated Charity Manager Role Centre offers a single page that brings all elements of the module together in one place to give you a clear overview of and current value of your current charitable funds.