Charity Accounting: Key Features

  • Links to Sage Line 50 (permanent real time)
  • Unlimited Doner Database.
  • Unlimited Recipient Database.
  • Opening Balances.
  • Multiple Recipients from one gift.
  • Notes on Donor, Recipient and Gift records for special instructions.
  • Recurring and non-recurring gifts.
  • Donor fund holding account for future allocation.
  • Allocation to Recipient can be automatically made from gift entry.
  • Record special messages to recipients.
  • Automatic collection of Gift Aid Tax refund data - production of Tax Claim form in seconds.
  • Tax refund is automatically credited to the original Donor's account for distribution by instruction.
  • Individual and batch processing of gifts and disbursements.
  • Automatic generation of Donor receipts and disbursement remittances.
  • Accounting handled in the background with automatic postings to the Sage Line 50 nominal ledger.
  • Powerful on-screen analysis.
  • Printable screens and a wide range of reports.
  • Stationery produced with Crystal Reports and handles: International Payment Instructions, Foreign Drafts and Gift Aid Tax forms. Layouts can be customised using Crystal Reports.
  • Financial Analysis and Statements consistent with S.O.R.P. of Charity Commission.
  • Integrates with Microsoft Office 2000 and above.
  • Comprehensive maintenance consol.
  • User / module security access rights.
  • Multi Charity system available.
  • Single and multi user versions.
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