Comprehensive software, designed together with charities and non profit organisations to facilitate volunteers and external branches with a financial accounting system that can be used by accountants and volunteers alike.
Help track branch financial performance and easily assess the effectiveness of each one. Keep records reflecting revenues such as donations, fundraising, etc, and expenditures such as operational costs, programs, and any others specific to that branch.
Bank transfers
Transfer funds between multiple bank accounts within the same branch.
Multi level grouping
Define up to 5 levels of classifications below central, such as division, area, branch, sub-branch and event.
Use transaction journals records in accounting to capture and document the non-cash financial movements of a business or entity. These journals serve as the initial entry point for all financial activity, and each transaction is recorded as a journal entry.
Adjusting journals
Use adjusting journals to correct errors, update balances for depreciation, or adjust accruals at the end of an accounting period.
Closing journals
Close temporary accounts (like revenue and expenses) at the end of an accounting period and transfer the balances to the permanent equity accounts, such as retained earnings.
Recurring journals
Entries that repeat over time, such as monthly rent or salary payments.
Depreciation and accruals
A facility provided to calculate asset depreciation/amortisation and accrual reversals.
Transfer funds or resources between branches or the branch components such as festivals/events, when one branch has excess funds or resources, while another might be experiencing a shortfall.
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Allow your staff to focus more efficiently to your cause by easing their work load with our easy to use invoice generator for any existing supplier and client.
Purchase and sales
Record all purchase and sales invoices directly in the system with the automatic invoice generator.
Suppliers and clients
Pay suppliers and charge clients accurately by bank account using the payments screen.
Custom branding
Keep it on brand with your own custom template designs, colours, fonts and images and more.
For costs shared across multiple entities (e.g., administration, central services, or marketing), allocate expenses fairly across branches. This ensures that no branch is unfairly burdened with the cost of services that benefit the entire organisation.
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A simplified bank reconciliation facility allowing to correctly reconcile bank statements without the need to enter data manually for each reconciliation.
Block data changes
Keep your transactions in order using the reconciliation feature to stop unauthorised data changes.
Bank and cash accounts
Reconcile items by bank or cash account with an easy to use solution using the reconciliations screen.
Reversal of reconciliations
Reverse any old bank reconciliations to make changes, fix or remove incorrect records.
Making Tax Digital is a key part of the government’s Tax Administration Strategy. If you have a VAT registered entity as part of your charity or NFP, you are now required to keep digital records and file your tax returns using compatible software.
Easy to use MTD-compatible software keeps digital records and make submissions to HMRC electronically.
Electronic VAT returns
Send your VAT returns electronically to HMRC with Making Tax Digital for trading enterprises.
Submissions log
View all previous VAT return submissions, payments and penalties by date or period.
