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Features

ExpensePlus is simple, intuitive, and packed full of features you'll love!

Features with Churches & Charities in mind

  • Easy to use

    Simple and intuitive software that has been designed for Churches & Charities

  • Cloud-based

    Work from anywhere and access information anytime on any device

  • Secure & Reliable

    Secure UK data centres & SSL encryption

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  • Automatic Data Backups

    Data is backed up and synced on any connected device

  • Cost Effective

    A faster and more effective way to manage finances, donations and expenses

  • Automatic Software Updates

    Free updates and access to all the new features added each month

  • Unlimited Users

    Designed for teams with customisable user access to enable collaboration and sharing of real time data

  • Easy to Set Up

    Easily configured to meet the needs of your charity, with a 30 day free trial and free set-up support

  • Help & Support

    Get help and support from our friendly and knowledgeable team based here in the UK

  • Made in the UK

    ExpensePlus is designed and built in Leeds

Simplifying Expenditure

  • Hassle Free Expenses

    Submit and manage expense claims, travel claims and business card purchases

  • Digital Receipts

    Save time and paper! Upload, email, take a photo or hand in receipts to be scanned

  • Email Approval

    Budget holders can approval multiple expenses at the click of a button

  • Real Time Reports

    Enable your budget holders to view real time online expenditure reports

  • Pay Bills & More

    Bills, Direct Debits, Gift Requests, Petty Cash Payments and Refunds can all be entered

  • Payment Notifications

    Reduce the number of payment queries with automated email payment notifications

  • Quick Search

    Find an invoice, expense or receipt in seconds

  • Multi Category

    Receipts and Invoices can be split across multiple expense categories

  • Large Payments

    Set up additional notification emails for large payments

  • Duplicate Check

    Automated checks to help avoid duplicate expense claims and double invoice payments

  • Receipt Approval

    Approve, reject and chase missing receipts more easily and reduce the number which get lost

  • Multi Currency

    Enter expenditure in over 12 different currencies

  • Simpler Payments

    Easy tracking of payments to make and auto-calculation of payment totals

Easy Accounting

  • Multi Fund

    Create multiple funds and set up income and expense categories exactly how you want them

  • Fixed Assets & Depreciation

    Record fixed asset purchases and depreciation

  • Petty Cash

    Easily record and track petty cash income and expenditure

  • Accruals Accounting

    Easy to understand accruals options to complete your accounts

  • Bank Reconciliation

    Create accurate accounts faster with auto expense and donation matching

  • Import Statements

    Save time and simply upload your bank statements rather than manually keying data

  • Click to Edit

    Editing of transactions within ExpensePlus could not be simpler

  • Transfers

    Create transfers between categories or between funds

Brilliant Reporting

  • Management Reporting

    Customisable online reports that can be viewed by team members with access

  • End of Year Accounts

    All the reports you will need to create your SORP Compliant end of year accounts

  • Budget Projections

    View how your finances are performing against budget each month and year to date

  • Projects & Events

    Easily keep track of income, expenditure and the total balance for projects and events

  • Online Reports

    Instantly see how your finances are looking, and drill down into the detail at the click of a button

  • Downloadable Reports

    Most reports can be customised and downloaded as either .pdf or .csv

  • Transaction Groups

    An alternative way to track and view expenditure at a transaction level

  • Parish Finance Return

    Church of England Churches can download parish finance returns direct from ExpensePlus

Donations Made Simple

  • Manage Donors

    Individual donor records and annual giving statements

  • Claim Gift Aid

    Manage donors Gift Aid eligibility and create HMRC Gift Aid claims

  • Thank Donors

    Easily identify new givers and send customisable thank you emails

  • ChurchSuite Export

    Export donation transactions easily into ChurchSuite

  • Donation Reports

    Get an overview, see giving trends, or view a more detailed breakdown

ExpensePlus is a fantastic tool. It has greatly simplified and streamlined our bookkeepking process. It's really easy and hassle free to use.

-Lesley from St Thomas Church, Lancaster

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