Admin, Ops, IT & Finance Community

The place for those who work in charity admin, ops or finance. 📊 Share your recommendations, helpful resources and experiences.

1,463 posts

Finance Trending
We are really struggling with VAT submissions - so difficult to follow. Even our paid Accountant can't help. In summary, it looks like we will now get a £200 fine this time for being late and also an...
Lynne Haywood
Finance Trending
Can anyone please recommend a bank or banks for non-profits?
joanne bartlett
Good afternoon all, I would like to ask a query concerning bank account verification systems. I'm currently working with a grant giving organisation and we want to employ a system that checks if bank...
Joselyn Secker
I would appreciate if I can get ideas for soft skills required to build the  capacity of a CA finance person in the Charity or the NGO space . Thanks
For donors who have Gift Aided their gifts their data is downloaded from CRM in Excel format. The HMRC Gift Aid portal then rejects the date (albeit it in their DD/MM/YY configuration) and amount, ag...
S R
IT Trending
Does anyone have a database that allows you to query the charity register, paid for or free? It's available to download, so in theory I could build my own - but I don't have the skills. I'm looking f...
Edward Bainton
I have an unregistered charity about to apply for registration. I have been advised in the meantime to get a protected fund under an existing registered charity. Please can anyone help me with these...
This question is from a member of our community that wishes to remain anonymous: We are a small charity with 20 staff. We are considering ditching our office and becoming fully remote working but wi...
Ocean King
Hello, I am looking to find information about what CRM other charities use in order to see what options are available out there. All the best, Veronica
veronica ghobert
Does anyone have examples or links to information on a carbon reduction plan for a multi site community services provider?
We're a small charity with a current account and we want to open a deposit account to gain a little interest. The bank want us to have a trilateral document completed by a solicitor or an accountant....
Joy Gascoigne
Hi all! I'm trying to get the hang of managing PAYE and tax deductions for my small business, but I’m not sure where to start. I’ve heard a lot about making sure you’re compliant with HMRC, but it’s...
drake samanta
This question is from a member of our community that wishes to remain anonymous: Our board has been asked by our founding staff member for an advance on their salary. We suspect this should be in th...
Ocean King
Hi. I've recently moved to an org that uses Google Workspace. There are pros and cons of it, just as there are with Microsoft (which I'm used to), but one of them seems to be that few orgs support wi...
Beckie Lang
Recently I saw a template letter produced by one of the accountants' umbrella bodies, helping any charity tell its bank why it shouldn't be treated like a business when it comes to anti-money-launder...
Hi, Does anyone have an introductory pack for new Trustees with templates of declaration of willingness, etc. Many thanks
Julie Thomas
Hi - we are a small children's charity with seven Trustees, meeting every 8 weeks. Accurately taking notes from the Trustees meetings has always been difficult - no one wants, understandably, to have...
Fran Gardner
I'm looking for some recommendations - I co-ordinate a network of organisations and I'm looking for an online platform that lets people chat with each other, make offers and requests, has an informat...
Michael Marston
Hi,  We are a small (moving into a medium sized) charity. We are starting to charge out some of our services in relation to Research and Policy topics and have no set rates to do this.  Does anybody...
Luci Brady
Hi, anyone can recommend an insurance broker please?
Despina Bardosi
We have used NowDonate part of Donation Manager for a number of ears without problems. Recently the Gift Aid claim process seems to not work. I have tried numerous times to contact them by email but...
Simon Lees
A previous thread described people having problems with this platform and lack of support. My issue was not being able to submit GiftAid claims. This week I can see that the platform has recently bee...
Roger Leitch
Hi everyone!  We are having a bit of a nightmare with our one and only card reader here at the office. It's really old, it doesn't do contactless and as we don't have our own wifi (we have to use the...
Emily Hughes
This question is from a member of our community that wishes to remain anonymous: Has anyone had any experience of sharing back-office functions with other organisations in the sector? If so, how has...
Ocean King
Hi all. We are a charity that supports indigenous forest communities in South America. Can anyone give guidance on how we track our spending when we buy local services or resources from parties who d...
Shaun Higgins
Hope someone can help. Was recently made aware that it will be mandatory to payroll benefits in kind from April next year (this will affect us as we have a private healthcare scheme). I've worked out...
Hello all, we are looking into  changing our email provider.  Which companies have you found to be the best? We would need to keep our current email addresses and we would like it to be easy to set u...
Matthew Morpurgo
Does anyone know how PayPal defines "non-profit" who can access their reduced rates? I can find lots of marketing on PayPal for non-profits, but not this important detail!  Thanks.
Edward Bainton
There's been a lot of concern in the press recently about the negative ( ie: costly) impact of the changes announced in the recent budget to employers' liabilities for National Insurance Contribution...
Brian Seaton
This question is from a member of our community that wishes to remain anonymous: Our manager of the charity run early years setting is retiring after many years service. Is it allowed to pay for a s...
Ocean King
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