Hi all, we are reviewing our existing policies and i would appreciate if you can share with me what Finance policies you hold for good practice? So far i have policies for expenses, petty cash and c...
Hello, I have taken over bookkeeping for a Festival that is LTD and a CIC turning over £100k-200k We are currently using Co-op for our main bank account. They user experience is awful. You have to u...
I'm wondering if anyone has an overdue invoice policy that they would be willing to share. We have an outstanding invoice from December for a considerable amount for a service provided to another org...
I work for a 'Friends of' hospital charity, and we're looking to overhaul our membership scheme. At present, the only benefits of membership are a monthly e-newsletter and a lapel pin badge. To encou...
Hello We've just converted from CIC to CIO, I was told we would be able to keep the same PAYE system but HMRC have now said we cannot. Another new CIO ( also converted from CIC, a few weeks ago) who...
Hi folks Please could anyone advise if a company entering into a corporate partnership agreement with a VAT registered charity, pledging to donate funds from the sale of a book (ie £5 per book sale),...
Hi everyone, I'm new to the Charity sector and hoping to connect to others in this field. Are there any networking sites/groups you could recommend? I currently work in finance, so ideally finance re...
Can anyone recommend a prepaid card for employees required to travel overseas? I'm looking for an option that would allow us to charge a card to cover accommodation, meals and incidentals and where...
Can anyone give me any feedback about banking with Metro Bank please?? We are dithering... have to move from nightmare of banking with NatWest, and can't decide: Unity Trust or Metro... any thoughts...
We are considering converting from an unincorporated association to a CIO. We anticipate the process would be as follows: - form a new CIO - register it with the charity commission - open a bank acco...
Hello everyone, we are looking into providing an expense card for a volunteer. Has anyone used Pleo? Would you recommend it? Thank you.
Happy Easter Sunday all, It's me again with another question. We are going to be asking individuals to apply for funding from our charity to access the MH training and services provided by the non-ch...
Should both be named as signatories? How to make sure to protect both directors for varied situations, including providing so that no-one can take overdrafts or loans if not agreed?
I am a member of a local Transition Group, we are not formally constituted, we have bank account, and usual governance in place. We run events and wanted to be able to use card reader. However all th...
Hello everyone, I am Chair of a new Charity in our first year and we need to open a Charity Savings Account. We are currently with Metrobank but require another Savings Account. Has anyone had exper...
Can anyone help with a recommendation for an investment advisor? We are not at all happy with the current advisor we have. We are looking for two companies we can approach (we already have one) to...
Hi, we want to invest some of our funds, but when we have asked investment managers we have found that they have a minimum of £150K to 1,000,000. Does anyone know of a way to invest with a smaller bu...
Hi, We currently have a bank account with COOP (Community DirectPlus) which tends to be rather clunky in use. Coupled with the absolutely abysmal customer service we receive, it's time to look for so...
We are a small pre-school CIO charity and have our public liability insurance with Morton Michel (a provider of early years education insurance). But the trustees want to get Trustee Indemnity Ins...
We charge £20 per annum for membership of our charity. We hold several talks each year and we are thinking of tiering our pricing. £11 for members and £13 for non-members for each event. Is the £2 di...
Hello Is there anyone here who knows their way around SORP and probono support? I’m puzzled by some of the guidance and would appreciate any advice. Under 6.13, it says “If a charity is given facili...
Trying to decide between these two systems: Iplicit vs. Xledger Any insight or recommendations? Thanks Kim
We are looking for a new Accounting and Financial Reporting Services firm. We are tendering for accounting and financial reporting services in two lots: Lot 1: System Provision, Financial Accounting,...
Hi there, is anyone else having problems sending their annual return? At the very end of the return, it asks you to upload your accounts file and gives the relevant criteria. Every time I try to uplo...
When charging staff time to projects, how to you record this an an unrestricted income? Would you call this "service charges" or is there another term that would be more appropriate?
Hi I am trying to find a solution to collect contactless payments and also record the name of the giver and their Gift Aid status. I would love to hear about others experience of this. Thank you in...
We have a charitable organisation and we need a grant writer, but we do not have sufficient funds to pay a salary to a professional person. One of the applicants suggested that we give him 10% of the...
Some trustees make a great effort and spend working hours in the office and have no income. Is it possible to pay for their time and effort?
I've come across charities wanting to pay individuals but don't want to affect their benefits. How much can they be paid if they're on universal credit or fit for work payments? Is there a maximum yo...
Does anyone know of any bank accounts where they allow non-signatories to speak on behalf of the charity without being added to bank mandate? Our trustees don't want finance staff to be on bank manda...
{{item.ContentSummary}}
{{item.CreatedByUser.UserProfile.FullName}}
{{item.LastRepliedByUser.UserProfile.FullName}} replied
{{item.LastCommentDateCreatedToBeDisplayed}}
Nothing to see here! Didn’t find what you were looking for? Try a different search term
That’s all folks!