ExpensePlus Training

ExpensePlus Live Tour

This session covers all key modules, answers many commonly asked questions, as well as providing hints and tips. If you haven’t previously joined our online tour, we’d highly recommend this session.

• Next Session: Thursday 2nd October 2025 at 09:30am

Or click here to watch a recording of recent session

Managing Finance Tasks Effectively

This session covers how to effectively manage key financial tasks, which tasks are needed, and how task management module within ExpensePlus can be used to assign and track tasks.

• Next Session: Thursday 16th October 2025 at 12:30pm

Streamlined Expenses & Payments

This session explores in detail the Purchases, Receipts, Approvals and Payments Modules within ExpensePlus. It covers how to streamline the processing of expenditure with hints and tips that will save you time!

• Next Session: Tuesday 13th January 2026 at 12:30pm

Or click here to watch a recording of recent session

Invoicing & Bank Deposits

This session covers how to create and send invoices, track outstanding invoices and send invoice reminders, issue credit notes, reconcile invoice payments, and much more. The session also covers the Bank Deposit module within ExpensePlus.

• Next Session: Thursday 26th March 2026 at 12:30pm

Or click here to watch a recording of recent session

Bank Reconciliation & Adjustments

With ExpensePlus, there is no need to spend time keying in data from paper forms to create accounts. This session covers in detail how to efficiently reconcile transactions and how to add adjustments.

• Next Session: Tuesday 7th October 2025 at 12:30pm

Or click here to watch a recording of recent session

Payroll Upload

This session explores the payroll upload module within ExpensePlus. It covers setup, importing payroll data, specifying salary splits, and creating salary payments, as well as payroll reporting.

• Next Session: Thursday 12th March 2026 at 12:30pm

Or click here to watch a recording of recent session

Exploring Key Financial Reports

This session covers all of the key things you need to know to provide brilliant financial reports for your team. As well as providing lots of practical hints and tips, this session also covers answers to many commonly asked questions.

• Next Session: Tuesday 11th November 2025 at 12:30pm

Or click here to watch a recording of recent session

Advanced Financial Reporting

This session covers some of the more advanced reporting features within ExpensePlus, including Category Connnectors, Projects, Transaction Groups. If you haven't yet joined the 'Exploring Key Financial Reports' session, then we'd recommend that session first.

• Next Session: Tuesday 18th November 2025 at 12:30pm

Or click here to watch a recording of recent session

Brilliant Donor Management & Gift Aid

This session explores the many donor management features within ExpensePlus, including how to track donor communications, engagement and pledges. The session also covers how to create and submit Gift Aid claims.

• Next Session: Tuesday 21st October 2025 at 12:30pm

Or click here to watch a recording of recent session

User Permissions & Customisation

ExpensePlus is highly customisable. This session explores in detail how ExpensePlus can be customised to the requirements of your church or charity, as well as how to customise user permissions.

• Next Session: Thursday 5th February 2026 at 12:30pm

Or click here to watch a recording of recent session

Year End Tasks (Receipts & Payments)

This session provides an overview of creating accounts on a Receipts and Payments basis. It covers the key checks and tasks needed prior to creating accounts, as well as how to create accounts using ExpensePlus.

• Next Session: Thursday 4th December 2025 at 12:30pm

Or click here to watch a recording of recent session

Year End Tasks (Accruals)

This session is for churches and charities that create accounts on an accruals basis. The session covers the key tasks needed at year end prior to creating accounts.

• Next Session: Thursday 11th December 2025 at 12:30pm

Or click here to watch a recording of recent session