• Sage Webinar - Charities (Part 2) - Recording now available

    This session explores a wide range of Charity/Non-Profit processing options in Sage 50cloud Accounts, including recording donations, the gift aid feature and also processing transactions under the Gift Aid Small Donations scheme (GASDS). This webinar…
  • Charities Webinar - Processing in Sage Accounts

    This session explores a wide range of Charity/Non-Profit processing options in Sage 50cloud Accounts, including: SOFA report; Setting up funds and recording donations. Anything specific you'd like to see covered? If so, simply reply to your registration…
  • Allocate a fund code to Products and Services

    When setting up a new product/service in the Products and Services tab, it would be useful to be able to allocate a fund to the product/service, in the same way that you can allocate a department etc. This is for users using the Charities Option Than…
  • Add fund to journal upload template

    As a charity accountant, I would find it very useful to be able to prepare a journal to allocate expenditure to Funds in Excel and then import. Currently the template for journal upload does not include the Fund field.
  • Charity accounting - nominal transaction report to include Charitable Funds

    This is pretty essential for charity reporting! Would be so helpful to have this field on nominal enquiries and reporting. It seems like Sage have included a charities option but not really thought through what would be useful to charities!
  • New Charity Report: (Transactional) Trial Balance by Funds

    The Charity module has reports for "P&L by fund" and "Balance sheet by fund" (among other things) - what would be really useful for some management account production would be a Trial Balance by funds. I'm told by Sage's experts that this doesn't exist…
  • Charity Bank Process - Add Missing Field on Input

    When using the donations tab when booking donor receipts through the bank account there is no field available for entering the project (Right clicking on bar doesn't show this) We have about 80 entries a month where after using this method we then have…
  • Charity Option for Submitted Gift Aid and Tax Repayment Claims Report

    FormerMember
    FormerMember
    Problem: If you run the " Un-Submitted Gift Aid and Tax Repayment Claims Report", you're prompted to flag the included transactions as submitted. However, you cannot then undo this without restoring to a backup. There is currently no way to run a "Submitted…
  • Charity SOFA codes - help please?

    We are a small charity and im in the process of moving from TAS to Sage 50 Accounts. Actually we have moved! I've got my nominal codes set up and I have the Chart of Accounts sorted. Im no trying to sort the SOFA bit out but rather confused and cant find…