Features
Designed for Charities & Churches and built for the whole team
At a glance...
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Easy to use
Simple and intuitive fund accounting software
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Quick to Set Up
Easy to customise, with the option to set your accounting basis as either Receipts & Payments or Accruals
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Cloud-based
Work from anywhere and access information anytime on any device (Touch ID & 2FA supported)
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Designed for Charities
Our finance software is created specifically just for Churches & Charites
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Highly Rated
Loved by users, rated 4.8* on Google and used by hundreds of Churches & Charities
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Saves Time & Money
An efficient and streamlined workflow removing the need for paper forms and manual processes
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Built for Teams
Customisable user permissions enables teams to work efficiently
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Secure & Reliable
Hosted in secure UK data centres with SSL encryption, regular backups and a 99.99% uptime
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GDPR Compliant
ExpensePlus is a fully GDPR Compliant Fund Accounting Package
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Free Automatic Updates
Access to the new features added each month
Brilliant help and support as part of the package
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Free setup, support & online training
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Brilliant Help Guide with 400+ FAQs
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Access to our online user forum
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Friendly & knowledgeable support team
Simplifying Expenditure
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Hassle Free Expenses
Enable your team to submit expenses, mileage and business card purchases digitally
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Digital Receipts
Save time, money and paper! Simply upload, email or photograph receipts
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Business Card Purchases
Cardholders can record purchases as they go, or transactions can be uploaded and allocated to cardholders at month end
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Supplier Invoices
Manage and pay invoices via the same efficient and streamlined process flow as expenses
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Expense Approval
Budget holders can track and manage expenditure in real time, and approve expenditure digitally
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Split Category Purchases
Allocate expenditure easily - you can even copy details from a previous transaction
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Multi Currency
Set your system currency. Enter purchases in other currencies where the base currency is set to GBP
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Duplicate Detector
Automatic checks to help avoid duplicate expense and invoice payments
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Payment Notifications
Auto-grouping of multi-purchase expense claims, and automatic payment notification emails
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Quick Search
Find any purchase in seconds, view the receipt, and see audit details
Easy Accounting
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Bank Reconciliation
Upload transactions and create accurate accounts faster without needing to key in expenditure data
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Recurring Transactions
Quick match up to 90% of your income transactions each month in a single click! Do the same for outgoing direct debits
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Payment Processors
Import and efficiently reconcile income collected via Stripe, GoCardless, Zettle, SumUp, Stewardship, PGS + more
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Auto-Accruals
Choose between auto-accruals and adding manual accruals yourself
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Invoicing
Create and send customer invoices. Track outstanding invoices and send invoice reminders. Accept card payments
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Fixed Assets
Capitalise purchases, and manage assets and depreciation via the easy-to-use inbuild asset register
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Investments
Set up and track each of your different investments, adding gains and losses as they occur
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Loans
Track loans and mortgages and record capital repayments and interest
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Petty Cash
Enter petty cash transactions digitally, avoiding the need to track these on paper and key in data at month end
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Bank Deposits
Easily and accurately record cash and cheques as these are deposited into your bank
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Task Management
Create monthly finance tasks, assign tasks to different individuals within your team, and keep track of progress
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Transfers & Adjustments
Add transfers between funds and between categories, in addition to other manual adjustments
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Bank Feeds
COMING SOON: Automated bank feeds will remove the need to upload bank statement transactions
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Payroll Import
Upload payroll data and create salary payments without the need for complicated manual payroll journals
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Year End Lock
Once accounts have been created, lock the financial year to prevent any changes
Brilliant Reporting
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Online Reports
Instantly see your finances from wherever you are, with accurate, up to date financial reports
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Multi Fund
Set up your restricted and unrestricted funds, as well as your categories exactly how you need them
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Customisable User Access
Provide everyone in the team with just the right information they need for their role
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End of Year Accounts
All the reports you will need to create your SORP compliant end of year accounts
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Drillable Reports
Find information quickly and simply, with easy to use drillable reports
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Projects & Events
A brilliant feature that makes it simple to keep track and view project finances
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Category Connectors
Analyze income and expenditure by category across all funds with this nifty feature
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Transaction Groups
Report by department / location / class, or use this feature to just tag transactions
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Budget Projections
Keep track of how your finances are performing against budget, and view forward projected totals
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Report Downloads
Download reports as either .csv or .pdf. Add your church or charity logo to the top of PDF reports.
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Finance Dashboard
Choose between a finance dashboard or our process flow dashboard (or switch between the two!)
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Independent Examiner Access
Streamline year-end and remove the need to send receipts and reports to your Independent Examiner or Auditor
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VAT
Record, calculate and create VAT returns within ExpensePlus
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Parish Return
Download all the finance data for your Parish Return in a single click! (Church of England Churches)
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Elim
Download monthly reporting data in the format required by LCAS (Elim Churches)
Donations & Gift Aid
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Manage Donors
Import donors, add donor details, manage Gift Aid declarations, and more
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Claim Gift Aid
Automated Gift Aid management and HMRC Integration enables Gift Aid Claims to be created and submitted in seconds!
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Donation Reports
Brilliant donation reports, including monthly comparison reports for simple data and trend analysis
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ChurchSuite Export
Easily export donations data to ChurchSuite to enable an efficient process flow
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Accept Online Donations
Customise your own online donations page in just 3 easy steps, which you can then link to from your website
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Donor Pledges
Record donor pledge amounts, track income for pledge events, and view donors with outstanding pledges
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Donor Communication
Record donor communication history, and set follow-up actions for future contact
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Donor Engagement
Track Donor Engagement and create a customised pipeline to enable you to grow donor engagement and giving
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Donor Statements
Export donor data to create mail merge letters, and download giving statements for either emailing or printing
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Hide Donor Names
Decide whether to hide donor names and display only donor envelope/reference numbers within reports
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