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Admin, Ops, IT & Finance Community

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

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CAF Bank's online services have been down since last Wednesday that's almost a week with no banking facilities.  We've only been with them for a year and this is the 2nd major outage they've had sinc...
Joan Smith
I am currently comparing 2 CRM systems, Beacon and Donorfy and wondered if anyone would be willing to share  comparison charts / findings with me.  I would very much appreciate any insights that can...
Jo Booth
Does anyone know of a better SIM-only mobile contract for a small charity? We currently have 20 users with O2, paying £14 per line per month for 40GB of data each. I'm interested to hear if anyone ha...
Maggs Caws
Hi all, I'm looking at a new CRM database for a medium sized charity in the £1-5m income range. So far I have narrowed down a shortlist of potentials and wonder if other people have been using these...
Hywel Watts
Hello, Is there anyone who has recently implemented Beacon CRM and has 30 minutes to spare for a chat about their experience with the system? We are moving to Beacon from eTapestry, and while testing...
Veronica Ghobert
Hi, we have recently rebuilt our website. We are now looking at ways to get any further work done at a lower cost due to a slowdown in donations. We are looking to integrate Beacon CRM into our websi...
Hana Alhirsi-Evans
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We upload the Big Give data by trying to match data fields to Salesforce but end up with duplicates because, for example, people often have more than one email address and/or use shortened forms of f...
Mary Foley
After years as a Board Secretary and Chartered Governance professional (and now teaching Boardroom Dynamics), I've reviewed a lot of charity board minutes. The same five issues come up every time, so...
Hello all , hope you are all doing well, I would like to know if any charity is using vibe coded apps to maintain their website and if they are facing any difficulties please ,   many thanks  Louis
louis Matan
Anonymous
Hi,  Any charities out there using post office for depositing income? Do you send material to volunteers on best practice, how to bank cash and cheques etc. DO you use Post office own online material...
Anonymous user
This question is from a member of our community that wishes to remain anonymous: We have a modest account with CafBank. The service has been progressively downgraded.  A few years ago we were forced...
Ocean King
Hi all, I'm a newbie here - would welcome your thoughts. We have our investment funds with CCLA Church of England investment fund. It performed badly now for 2 years - anyone out there with similar e...
Justin Lowe
We're revisiting the treatment of a few unrestricted grants where the funded delivery doesn't line up neatly with the year the income lands - for example, a grant received at year-end but where most...
David Partridge
Hi, happy new year to everyone, I am looking for a place to get inexpensive printer for a registered small charity and secondly anyone that can help me to create a nonprofit website. Thanks
Lois Dikko
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...
Henry Roehl
Hi everyone, I've had an employee who has questioned what mileage they should be claiming when they travel from home to a meeting location (other than their principal place of business). In the corpo...
A CharityConnect User
Hello all, Does anyone have experience of successfully claiming tax relief for additional household costs like heating if you have to work at home on a regular basis, either for all or part of the we...
Nynke Brett
I don't know how many organisations will find this relevant, but here goes.. We use Sumup machines to take payments by bank cards at events We have 3 machines and we sometimes use all 3 at once for o...
Mike Webb
Anonymous
When a small charity claims the Employment Allowance (£10,500 reduction in the employer's NIC bill per year) and is also reclaiming Statutory Maternity Pay, how should these be accounted for in the p...
Anonymous user
Anonymous
Hi all, I’m currently reviewing options for outsourced accountants for a charity and would really value recommendations from others in the sector. We’re looking for a firm with strong charity finance...
Anonymous user
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
Hello,  My name is Sarah and I am the director of Magikal Movements CIC. We have the vision, to enable access to the field of spiritualism to the Deaf community.  We are a team of 3 people, with the...
Sarah and Linda on behalf of Magikal Movements
Anonymous
Looking for recommendations for banks willing to work with charities - tell me your positive experiences and who you would recommend! Many thanks.
Anonymous user
Hi Everyone , Can you charity - register its office at a home address ? Is there a social media setup available for a new registered charity ? thanks for reading ,   many thanks Louis
Hi all, Since Microsoft decided to withdraw their more comprehensive free offer to charities, I've tried to access the 300 free licences which I've previously managed to get with no issues for other...
Alex Louis
Hi all I am interested to know what rates you set with your staff for reimbursement for subsistence such as meals when away.   Many thanks   Emily
Emily Henderson
I'm in the process of setting up a CIO and don't want to use my home address as the registered office. I've been advised that accountants can serve as a registered office, but what happens going forw...
Paul Swindell
Is Microsoft still offering free MS365 accounts for non-profits?  I have heard conflicting reports. I understood MS was still offering free MS365 Business Basic licenses but an IT contact has said th...
Jeremy Harbord
Hi all, Our auditors have adopted biometric ID checks and want to carry these out on any new trustees we appoint.  They will charge the charity in question £10 per check.   I've just had a new truste...
Kate Scranage
Good Afternoon, I work for Crisis UK and am looking to acquire some furniture for a small project we are undertaking at our Birmingham Skylight Centre. Budget constraints mean i am looking at any pos...
Paul May
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