Admin, Ops, IT & Finance Community / Finance

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

392 posts

This question is from a member of our community that wishes to remain anonymous: Can a supplier of services to our charity issue an invoice including VAT to us whilst they are waiting for their VAT...
Ocean King
Hi there, we're a small charity, £125K income, but with so many different grant streams our Management accounts spreadsheet is getting overwhelmed! Projects funded by multiyear grants of different le...
Maniprabha nolastname
Can you please recommend any payroll software packages ideal for a charity with 15 employees?
This question is from a member of our community that wishes to remain anonymous: Can anyone recommend a third party provider to deal with the surcharges/VAT on posting publications to the EU from th...
Ocean King
As a small CIC we have not been in a position to give up the other job due to instability , lack of funding. Lots of the admin/ fundraising  work has been voluntary. We have been paid for running ses...
Lorraine Trowers
This question is from a member of our community that wishes to remain anonymous: Our CIC has been running for 5 years with an amazing impact on local community, and is managed by three directors, on...
Is an unincorporated charity association obliged to report annual income and expenditure report to charity commission if its over £5k (the threshold required to register as a cio) we are in process o...
Peace Garden
Can anyone please recommend a bank or banks for non-profits?
joanne bartlett
Hi everyone,  I need to find a very simple payment software that allows us to accept card payments from our clients.  Wish list would be: - setup recurring payment requests - send payment reminders -...
Debbie Holden
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
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
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
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...
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,  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
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
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...
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
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
Hi all, our organisation receives funding from outside the UK, and we may need professional indemnity insurance that covers jurisdictions worldwide.  Has anyone had experience navigating indemnity in...
Caitlin Baker
I am looking for recommendations for accountants that specialise in charities. We are based in London, but would consider accountants UK wide. Thanks for your suggestions.
Rebecca Hobbs
Hi we are in the process of employing three workers to be directly employed by our very small charity. Please can you recommend outsourced payroll providers or software packages that don't charge a f...
Sue Cocker
This question is from a member of our community that wishes to remain anonymous: Our pay rise has just been agreed (Nov) backdated to 1.4.24. An ex member of staff has been touch to ask if they will...
Ocean King
Hi - I was wondering if anyone had recommendations for Cash Plans, or similar product, with cost being the main consideration. Looking to expand benefits for attraction and retention if I can. We hav...
Mike Ruff
We've recently run an event where attendees have purchased tickets through Eventbrite. Eventbrite have not released the funds to our charity yet, and although it's not clear why, I am wondering if it...
Vikki Robinson
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