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.