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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.

1,706 posts

New
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
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
New
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...
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
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
Trending
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
Hello,  Is anyone adopting Ai in their current systems? What's your take on Ai usage? We believe Ai is meant to aid your current workforce, boost productivity and reduce costs. This is contrary to th...
Hi, thank you for welcoming me to your community. I wanted to ask if AI can be used in board meetings to take minutes? Thank you, Debbie
Debbie Hannam
Hi We currently use two separate systems for our HR/Payroll and rota. We are looking to have one system that does all. Does anyone have any recommendations? Thanks
Sindy Bugden
Running a charity has never been simple. You are expected to deliver meaningful impact, support growing levels of need, manage staff and volunteers, meet compliance requirements, satisfy funders, and...
Moragh Hunt
Hi, does anyone have an independent investment advisor they would recommend?  We currently have investments of over £700,000 in the CCLA.  We have not reviewed these funds for a long time and I feel...
Amanda Shearing
Hello all, I am still fairly new to the Charity sector and have recently been very stressed out by scumbags using my charity's banking details (acc no and sort code) to start direct debits. I've had...
Leigh Gilles
Anonymous
Hello, Would we need an accountant to change from a foundation to a registered charity, along with obtaining gift aid? Income less than £25,000 Thank you
Anonymous user
We are a small CIO, with only trustees and no staff, on the final stretch of deciding on our first CRM and fundraising platform. Although a CRM is an important investment, we are in the Catch 22 of n...
Shaun Higgins
I have opened an online Investment account whereby we will be able to invest in Investment Trust shares of our choice.  I have read that shares purchased using money from an account in a charity's na...
Ahmad Waseem
In the workplace we’re continually having to adapt to evolving technology. From the way we engage with documents and spreadsheets, to the changing landscape of cybersecurity threats, AI and more. As...
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