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.

488 posts

Anonymous
Is it okay to get an education establishment to audit your books as part of their degree course? They do not seem to have a clue
Anonymous user
Anonymous
Finance Trending
A member of the charity overspent £50 of their own money on a printer. They have the receipt and it's dated March 2025, because there was insufficient cash in the tin for £200 Is it correct to write...
Anonymous user
Hi All,  Advice please on Banking Hubs.  Run by Post Offices with knowledge of major banks. Are any Finance departments using this facility to reconcile their income. Does any reference per usual ban...
Clare Evelyn Tyler
Hi all, I’m a Finance Manager at a UK charity and relatively new to charity accounting / SORP . We’re currently reviewing how we structure our accounting dimensions (using QuickBooks Online, but advi...
Lasha Phutkaradze
Hi everyone, we’re currently looking to appoint a Statutory Auditor or Audit Firm to carry out the Association’s statutory audit in line with financial reporting and Charity Commission requirements,...
Jack Randle
Hello We are a very small charity with fairly low income mostly generated from offering subscriptions for artists to use our community space. We have not considered being VAT registered due to income...
Tere Gil
Hi everyone, I am a member of the committee that runs a table tennis club in North London. We need advice on whether we should be VAT Registered. Legally we are not setup as a charity but are a Commu...
Gordon Izatt
Dear all,   Previously I wrote asking for help in opening a bank account for a registered community interest company in the UK, but we tried four banks. None of them approved this due to an excuse th...
Marina Barham
Anonymous
hi all! hope someone can help me. last year i registered a salary of £42K and pension contributions for £1.5K and was classified as  medium tax payer, obtaining monthly voucher allowances for £161, w...
Anonymous user
Anonymous
Anyone in the philanthropic/international charity okay to share their Travel/expense policy please. Currently doing some research. Thanks
Anonymous user
We have a couple of sites and projects which take payments (shop, events, cafe etc).  We use paypal (having migrated from zettle) but reconsidering as our estate grows.  Paypal are insistent that we...
Michelle Hamilton
We have moved from using Money to Xero and we are coming to our year end on 5th April with Money and Xero in parallel. In previous years we have had our year end accounts produced by a donor (who has...
Robin Dean
Hi, Does anyone have any recommendations for online training for a new treasurer for a small charity?  Thanks, Katie
Katie Callaghan
Hi, I was wondering whether anyone was able to share what they are proposing or have agreed for a cost of living increase for this year?  It's always hard to benchmark, but our Board find it useful t...
David Partridge
Hi, I need some advice about whether directors of a CIC must always be paid through PAYE. We have recently received a grant that will be able to pay myself and another director for a day a week for 3...
Hello everyone and happy new year 😊. I run a foodbank and I wanted to get a preloaded charity card so that my team could purchase top up stock when needed, freeing up my time, as I am the bankcard h...
Linzie Hogan
Hello, we are a counselling charity. We provide therapy for whatever people say they can afford to pay.  We send invoices out and the clients pay these (or not!) for their session.  I have come acros...
Lauren Kinch
Anonymous
This question is from a member of our community that wishes to remain anonymous: Can a charity which has 3 trustees obtain a bank account while registering it as a private limited company at compani...
Anonymous user
I got a letter from our bank yesterday. Coop Bank. They are asking for: Full legal name, nationality, date of birth and residential address of all trustees. This is because they are “key account part...
Lauren Kinch
Hi everyone, I am looking for advice regarding a claim for unpaid holiday pay from a charity where I recently worked. My Situation: Role:  Clinical Lead for a counselling charity. Duration:  12...
Emma Franke
Hi, We're a small but growing charity that funds highly skilled practitioners in pioneering patient focused projects. We are award winning and in 6 NHS hospitals. We are actively looking to recruit a...
Suzanne Ruggles-Redhead
Has anyone set up an Unincorporated Association recently (eg a voluntary group or a sports club)?  I am becoming a trustee for a voluntary group and we are finding it really hard to open a bank accou...
Layla Gemmell
We are a registered Community Interest Company and we have been trying for one year to open a bank account and four banks rejected the application. Any help possible will be appreciated.
Marina Barham
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...
Robin Dean
This question is from a member of our community that wishes to remain anonymous: I am self-employed as a charity fundraiser these days, but part of my week the past couple of years I have been inves...
Ocean King
We are a small CIO charity, registered with HMRC. We support young disadvantaged people in London to build careers in the arts by providing grants and mentoring. Our income is from one-off and monthl...
William B
Our organisation has really been hit by Covid and for last few years our income has been under £10,000 but for 2024/25 it's gone upto £12,000. Really confused about the requirements for annual report...
Khalida Khan
We've been sent a tax return to complete. In the extra charity section (CT600E) we have to say what we spend on "general administration " How do we know what does and doesn't count here?  Any of the...
Edward Bainton
This question is from a member of our community that wishes to remain anonymous: We are looking at Invoice financing and wondered if anyone could recommend any organisations that they have used. As...
Ocean King
This question is from a member of our community that wishes to remain anonymous: I am acting as the Company Secretary for a small charity. It was not run correctly and we had to get it restored and...
Ocean King
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