{"id":3314,"date":"2021-12-31T17:00:00","date_gmt":"2021-12-31T17:00:00","guid":{"rendered":"https:\/\/expenseplus.co.uk\/blog\/?p=3314"},"modified":"2025-12-09T15:57:49","modified_gmt":"2025-12-09T15:57:49","slug":"expenseplus-updates-2021-round-up","status":"publish","type":"post","link":"https:\/\/expenseplus.co.uk\/fund-accounting\/expenseplus-updates-2021-round-up\/","title":{"rendered":"ExpensePlus Updates: 2021 Round-up"},"content":{"rendered":"\n

Find out about ExpensePlus enhancements and updates from 2021 including One-Click Gift Aid, Asset Management, and Brilliant Online Financial Reports!<\/p>\n\n\n\n

ExpensePlus is an easy-to-use cloud-based fund accounting package that is used by hundreds of churches across the UK and it is rated 4.8 out of 5 stars on Google.<\/strong><\/p>\n\n\n\n

Welcome to the 2021 round-up as we take a look back at some of the key ExpensePlus fund accounting enhancements and highlights from the past 12 months.<\/p>\n\n\n\n

ExpensePlus Enhancements<\/h2>\n\n\n\n

One-Click Gift Aid<\/h2>\n\n\n\n
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First Enhancement: one-click Gift Aid. In the summer, ExpensePlus gained HMRC approval<\/a>, enabling Gift Aid claims to be submitted by churches and charities directly from within ExpensePlus. #OneClickGiftAid<\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n

Easy Asset Management<\/h2>\n\n\n\n
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Second Enhancement: easy asset management. You can now keep track of and manage\u00a0fixed assets within ExpensePlus.\u00a0#GoodbyeAssetSpreadsheet<\/p>\n<\/div>\n<\/div>\n\n\n\n

Streamlined\u00a0Setup<\/h2>\n\n\n\n
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Third Enhancement: a streamlined setup. With 5 simple setup steps it’s quick and easy\u00a0to add bank accounts, import donors, add funds, set up categories, and add users.\u00a0#SimpleSetup<\/p>\n<\/div>\n<\/div>\n\n\n\n

Better Invoicing<\/h2>\n\n\n\n
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\"Betting<\/figure>\n<\/div>\n\n\n\n
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Fourth Enhancement: better invoicing. We’ve added lots of new enhancements such as more customization options and the ability to send invoice receipts and create customer statements.\u00a0#InvoicingMadeSimple<\/p>\n<\/div>\n<\/div>\n\n\n\n

Brilliant Online Reports<\/h2>\n\n\n\n
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Fifth Enhancement: online reports. ExpensePlus has brilliant online financial and donation reports that are easy to use, drillable, and can now also be downloaded. #OnlineDrilliableReports<\/p>\n<\/div>\n<\/div>\n\n\n\n

Quick Bank Reconciliation<\/h2>\n\n\n\n
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Sixth Enhancement: quick bank reconciliation. It is now even easier to\u00a0import\u00a0and reconcile\u00a0transactions in ExpensePlus because, as well as importing bank transactions from any bank, we’ve added to the list of payment processors we support for transaction import.\u00a0#QuickBankMatching<\/p>\n<\/div>\n<\/div>\n\n\n\n

Other 2021 Updates and Highlights<\/h3>\n\n\n\n