We have been experiencing difficulties in even looking at the transactions on our Cafbank account. Only 31 days can be downloaded to a .csv file at one time. You then have to piece them together. Bu...
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Hi - like many I have been frustrated by the problems logging into the new CAF system, but I did finally get in yesterday. I took a look at the statement on all the accounts I have access to (five in...
Stewardship Payroll Bureau emailed its CAF bank clients yesterday to advise that "we were unable to collect funds from a number of our CAF Bank clients’ as their usual monthly Direct Debit failed. Th...
I am looking for some pro bono accountancy to establish a New Service, can anyone advise me ?
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Is anyone having trouble with the new CAF bank online launched on Monday. I think it is useless and has lost a lot of the functionality it had before. I am going to change bank. Does anyone have one...
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...
I want to set up a donation platform on our new website that will connect to our Beacon Database. Does anyone know if Stripe offers a reduction in their prices/fees for non-profits please? If so, doe...
Hi! Hello Charity Connect community, I'm an administrator at a small local Mencap charity, and we've seen incredible growth recently, expanding from one weekly club to five in just a few years – all...
Hi everyone, our small charity is looking into obtaining a card reader for payments at our annual events. This is not a constant requirement so probably a single payment with percentage taken each t...
We are looking at changing from a Charity Trust to a CIO purely to safeguard the trustees from liabilities. This seems to be different for different kinds of charity trust in terms of transferring a...
We are looking for insurance for the laptops that our 3 part time employees use. They work from home. We don't have premises but a registered address. How can we insure the laptops? Do we give our re...
Has anyone been involved in taking out loans to see finances over a dry period? We are considering this. Maybe talking to banks and also loans from trustees and supporters. Any advice would be helpfu...
This question is from a member of our community that wishes to remain anonymous: We are a small charity with around 30 employees. We currently have an auto-enrolment pension scheme with The People's...
This question is from a member of our community that wishes to remain anonymous: Hello, This is a sensitive request as negotiations are ongoing. I'm a charity trustee involved in taking over (all wi...
Hi everyone! We are a swing dance organisation that is a Community Interest Company, which means we are not for profit, but not a charity either. We've recently had to deal with VAT registration and...
Hi everyone, What expenses tracking systems do you use? We're exploring our options for a reliable (and ideally free!) travel-friendly option for relatively infrequent use. Thanks so much!
I'm looking to change our bank account from Barclays to a more ethical and efficient one. Which ones do you recommend?
Hello, I am currently in the process of setting up a charity as a CIO and I am wondering how to get a bank account as all the charity accounts seem to need you to already be registered to get an acco...
We are the newly appointed board of trustees for a small, unincorporated UK-registered charity. We have not received a financial handover from previous trustees, and the bank is refusing to update th...
Can anyone give me some advice or was in a similar situation. We are a CIC that has applied to multiple bank accounts yet gets rejected as they cannot support our services. Can anyone help?
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 Our Charity was registered as CIO October 2023. The financial period end we put as is March 31. When should we submit the first financial report?
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Hello, I have created a new CIC for our business that was under an ltd. The Ltd will still exist so the bank account attached to that will remain. I am however struggling with opening a new bank for...
This question is from a member of our community that wishes to remain anonymous: We are setting up a monthly membership fee for one of our projects. We currently use Xero but wanted to see how other...
Hello, we are looking for a new bookkeeper for our charity and I wondered if anyone could recommend someone. We have QuickBooks and need someone to run payroll, organise monthly payments etc. I'd be...
Hello! I am the founder of a small baby loss CIC and we are currently applying to convert into a CIO. We have submitted the application and in the process. My question however falls around the financ...
We are currently using FreeAgent as it is free from our bank but it is clearly for small business who send invoices. I have set up lots of different projects which require invoices to enable me to cl...
We are a small non-profit charity. We have an accountant who completes and submits our accounts on an annual basis to the charities commission, but we require an easy to use free accountancy package...
Hello all Can someone advise on a bank account for a CIC please. I am getting nowhere! Thanks
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