{"id":3327,"date":"2022-12-20T08:35:00","date_gmt":"2022-12-20T08:35:00","guid":{"rendered":"https:\/\/expenseplus.co.uk\/blog\/?p=3327"},"modified":"2025-12-09T15:58:06","modified_gmt":"2025-12-09T15:58:06","slug":"expenseplus-updates-2022-round-up","status":"publish","type":"post","link":"https:\/\/expenseplus.co.uk\/fund-accounting\/expenseplus-updates-2022-round-up\/","title":{"rendered":"ExpensePlus Updates: 2022 Round-up"},"content":{"rendered":"\n

ExpensePlus is an easy-to-use cloud-based fund accounting package, that is used by hundreds of churches and charities across the UK, and it is rated 4.8 out of 5 stars on Google<\/strong> with over 450 user reviews.<\/p>\n\n\n\n

Welcome to the 2022 round-up, as we take a look back at some of the key ExpensePlus enhancements and highlights from the past 12 months.<\/p>\n\n\n\n

Top ExpensePlus Fund Accounting Enhancements<\/h2>\n\n\n\n

Streamlined Expenses<\/h2>\n\n\n\n
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\"Streamlined<\/figure>\n<\/div>\n\n\n\n
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Entering purchases is now even easier and we’ve improved the process for checking receipts and sending receipt reminders. <\/p>\n\n\n\n

With the new click-to-copy feature, you can set up payments faster and ExpensePlus will automatically email the person who needs to authorize payments once they are set up.<\/p>\n\n\n\n

#Streamlined Financial Processes<\/p>\n<\/div>\n<\/div>\n\n\n\n

Year-End Data Lock<\/h2>\n\n\n\n
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\"Year-end<\/figure>\n<\/div>\n\n\n\n
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Lock your prior year’s data, once you have finalized your accounts, to prevent accidental changes.<\/p>\n\n\n\n

With customizable user permissions, ExpensePlus enables teams to work efficiently. Additionally, we have added a new ‘view only’ option for user role permissions.<\/p>\n\n\n\n

#Full Data Control<\/p>\n<\/div>\n<\/div>\n\n\n\n

Quick Set up<\/h2>\n\n\n\n
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\"Quick<\/figure>\n<\/div>\n\n\n\n
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Import supplier, payee, donor, and customer information with our easy import feature. Plus, use our new streamlined setup process for adding opening balances.<\/p>\n\n\n\n

ExpensePlus is a brilliant fund accounting package for all types and sizes of churches and charities, and getting set up is now even easier!<\/p>\n\n\n\n

#Quick Setup<\/p>\n<\/div>\n<\/div>\n\n\n\n

Streamlined Customer Invoicing<\/h2>\n\n\n\n
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\"Enhancing<\/figure>\n<\/div>\n\n\n\n
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Create and send invoices in seconds! Enable your customers to pay invoices at the click of a button using the newly added card payment option. Customers can even download their own receipts!<\/p>\n\n\n\n

Save time, get paid faster, and find out which invoices are still outstanding without having to check your bank account. <\/p>\n\n\n\n

#Streamlined Invoicing<\/p>\n<\/div>\n<\/div>\n\n\n\n

New Financial Reports<\/h2>\n\n\n\n
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\"New<\/figure>\n<\/div>\n\n\n\n
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ExpensePlus enables you to provide each user with their own set of brilliant drillable financial reports.<\/p>\n\n\n\n

This year we’ve added even more reports, such as the new Cashflows report, as well as lots of report enhancements and new report filters.<\/p>\n\n\n\n

#Brilliant Useful Reports <\/p>\n<\/div>\n<\/div>\n\n\n\n

More Payment Processors<\/h2>\n\n\n\n
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\"More<\/figure>\n<\/div>\n\n\n\n
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ExpensePlus now enables you to upload and auto-reconcile income received via Stripe, GoCardless, SumUp, Zettle, Square, PayPal, Stewardship, Parish Giving Scheme, ChurchSuite, CAF Donate, CAF Payroll Giving, Charitable Giving, Charities Trust, and Give a Little! <\/p>\n\n\n\n

#Create Accounts Faster<\/p>\n<\/div>\n<\/div>\n\n\n\n

Other 2022 Expenseplus Highlights<\/h2>\n\n\n\n