For more information on the charity option, read our articles below: Setting up the charity module Enable the charity option, and get ready to start processing. Setting up the charities module Assign SOFA categories to nominal codes Charitable Funds Create and use funds to analyse income and expenditure for your charity. Create fund records Delete a fund record Enter an opening balance for your funds How transactions affect funds Transfer a balance between fund records Donations and Gift Aid How to setup and record donations and gift aid. Set up Gift Aid Small Donations Scheme (GASDS) - UK only Set up gift aid for a customer Record donations Reporting and the financial year end Recommended reports for your charity, and how the year end affects your accounts. Charities and year end Charity reports |