{"id":3554,"date":"2023-12-21T10:01:53","date_gmt":"2023-12-21T10:01:53","guid":{"rendered":"https:\/\/expenseplus.co.uk\/blog\/?p=3554"},"modified":"2024-05-01T10:15:25","modified_gmt":"2024-05-01T10:15:25","slug":"expenseplus-updates-2023-round-up","status":"publish","type":"post","link":"https:\/\/expenseplus.co.uk\/fund-accounting\/expenseplus-updates-2023-round-up\/","title":{"rendered":"ExpensePlus Updates: 2023 Round-up"},"content":{"rendered":"\n<p>Welcome to the 2023 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<p>ExpensePlus is an easy-to-use, cloud-based fund accounting package that is\u00a0used by hundreds of churches and charities across the UK, and it is\u00a0<strong>rated 4.8 out of 5 stars on Google<\/strong> with over 600 user reviews!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-brilliant-new-expenseplus-features\">Brilliant New ExpensePlus Features<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-auto-accruals\">Auto-Accruals<\/h3>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/expenseplus.co.uk\/blog\/wp-content\/uploads\/2023\/05\/Auto-Purchase-Accruals-1024x683.png\" alt=\"Auto-Accruals\" class=\"wp-image-3559\" srcset=\"https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Auto-Purchase-Accruals-1024x683.png 1024w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Auto-Purchase-Accruals-300x200.png 300w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Auto-Purchase-Accruals-768x512.png 768w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Auto-Purchase-Accruals-370x247.png 370w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Auto-Purchase-Accruals-760x507.png 760w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Auto-Purchase-Accruals-390x260.png 390w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Auto-Purchase-Accruals.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p>For churches and charities that create accounts on an accruals basis, ExpensePlus now <a href=\"https:\/\/support.expenseplus.co.uk\/article\/570-what-are-auto-accruals\" target=\"_blank\" rel=\"noreferrer noopener\">automatically accrues<\/a> for both purchases and invoice income, removing the need to do this manually.<\/p>\n\n\n\n<p>#Auto-Accruals<\/p>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-lovegiving\">LoveGiving<\/h3>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/expenseplus.co.uk\/blog\/wp-content\/uploads\/2023\/11\/Love-Giving-1024x683.png\" alt=\"\" class=\"wp-image-3887\" srcset=\"https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/11\/Love-Giving-1024x683.png 1024w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/11\/Love-Giving-300x200.png 300w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/11\/Love-Giving-768x512.png 768w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/11\/Love-Giving-370x247.png 370w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/11\/Love-Giving-760x507.png 760w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/11\/Love-Giving-390x260.png 390w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/11\/Love-Giving.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p><a href=\"https:\/\/lovegiving.co.uk\">LoveGiving<\/a> is an easy-to-use giving platform used by churches and charities to accept online donations and claim Gift Aid. You can set up and customise your donations page in minutes, create fund-specific donation links, create donation campaigns, and much more.<\/p>\n\n\n\n<p>#LoveGiving<\/p>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-vat\">VAT<\/h3>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/expenseplus.co.uk\/blog\/wp-content\/uploads\/2023\/11\/VAT-1024x683.png\" alt=\"\" class=\"wp-image-3888\" srcset=\"https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/11\/VAT-1024x683.png 1024w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/11\/VAT-300x200.png 300w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/11\/VAT-768x512.png 768w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/11\/VAT-370x247.png 370w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/11\/VAT-760x507.png 760w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/11\/VAT-390x260.png 390w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/11\/VAT.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p>ExpensePlus enables charities that are registered for VAT, to be able to manage VAT <em>and <\/em>create SORP-compliant fund accounts in the same brilliant accounting package! Most charities can only claim back a proportion of VAT on expenditure, so we&#8217;ve included a feature for this too.<\/p>\n\n\n\n<p>#VAT<\/p>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-donor-management\">Donor Management<\/h3>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/expenseplus.co.uk\/blog\/wp-content\/uploads\/2023\/05\/Donor-Management-inc-Reports-1024x683.png\" alt=\"Donor Management\" class=\"wp-image-3562\" srcset=\"https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Donor-Management-inc-Reports-1024x683.png 1024w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Donor-Management-inc-Reports-300x200.png 300w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Donor-Management-inc-Reports-768x512.png 768w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Donor-Management-inc-Reports-370x247.png 370w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Donor-Management-inc-Reports-760x507.png 760w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Donor-Management-inc-Reports-390x260.png 390w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Donor-Management-inc-Reports.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p>ExpensePlus now has brilliant <a href=\"https:\/\/support.expenseplus.co.uk\/article\/635-donor-management-module-overview\" target=\"_blank\" rel=\"noreferrer noopener\">Donor Management<\/a> and reporting built in. Within ExpensePlus you can record donor communication, manage donor pledges, track donor engagement, tag donors, generate donor statements, create mail merge letters, and much more.<\/p>\n\n\n\n<p> #Brilliant-Donor-Management<\/p>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-purchase-approvals\">Purchase Approvals<\/h3>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/expenseplus.co.uk\/blog\/wp-content\/uploads\/2023\/11\/Purchase-Approval-1024x683.png\" alt=\"\" class=\"wp-image-3889\" srcset=\"https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/11\/Purchase-Approval-1024x683.png 1024w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/11\/Purchase-Approval-300x200.png 300w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/11\/Purchase-Approval-768x512.png 768w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/11\/Purchase-Approval-370x247.png 370w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/11\/Purchase-Approval-760x507.png 760w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/11\/Purchase-Approval-390x260.png 390w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/11\/Purchase-Approval.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p>ExpensePlus enables budget holders to track and manage expenditure in real-time, and to approve purchases at the click of a button. <a href=\"https:\/\/support.expenseplus.co.uk\/article\/77-approvals-module-overview\" target=\"_blank\" rel=\"noreferrer noopener\">Approvals<\/a> can be customised by category, by purchase type, by amount <em>and <\/em>you can set dual approval requirements now too.<\/p>\n\n\n\n<p> #Purchase-Approvals<\/p>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-other-key-enhancements\">Other Key Enhancements<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>NEW Task Management Module<\/strong> &#8211; <a href=\"https:\/\/support.expenseplus.co.uk\/article\/551-task-management\" target=\"_blank\" rel=\"noreferrer noopener\">find out more here<\/a><\/li>\n\n\n\n<li><strong>NEW Search Purchases Screen<\/strong> &#8211; <a href=\"https:\/\/support.expenseplus.co.uk\/article\/81-how-can-i-view-expenses-that-have-been-entered\" target=\"_blank\" rel=\"noreferrer noopener\">find out more here<\/a><\/li>\n\n\n\n<li><strong>NEW TouchID Sign-in<\/strong> &#8211; <a href=\"https:\/\/support.expenseplus.co.uk\/article\/546-sign-in-with-touch-id\" target=\"_blank\" rel=\"noreferrer noopener\">find out more here<\/a><\/li>\n\n\n\n<li><strong>NEW Bank Deposit File Attachments<\/strong> &#8211; <a href=\"https:\/\/support.expenseplus.co.uk\/article\/83-record-bank-deposit\" target=\"_blank\" rel=\"noreferrer noopener\">find out more here<\/a><\/li>\n\n\n\n<li><strong>NEW Upload Income Transaction<\/strong> <strong>Documents <\/strong>&#8211; <a href=\"https:\/\/support.expenseplus.co.uk\/article\/639-can-i-upload-documents-for-income-transactions\" target=\"_blank\" rel=\"noreferrer noopener\">find out more here<\/a><\/li>\n\n\n\n<li><strong>NEW Portal for External Bookkeepers and Independent Examiners<\/strong>&#8211; <a href=\"https:\/\/support.expenseplus.co.uk\/article\/549-client-portal\" target=\"_blank\" rel=\"noreferrer noopener\">find out more here<\/a><\/li>\n\n\n\n<li><strong>NEW GASDS Report<\/strong> &#8211; <a href=\"https:\/\/support.expenseplus.co.uk\/article\/168-gasds-rules\" target=\"_blank\" rel=\"noreferrer noopener\">find out more here<\/a><\/li>\n\n\n\n<li><strong>UPDATED Donations Summary Report<\/strong> &#8211; <a href=\"https:\/\/support.expenseplus.co.uk\/article\/231-donation-reports-module-overview\" target=\"_blank\" rel=\"noreferrer noopener\">find out more here<\/a><\/li>\n\n\n\n<li><strong>UPDATED Donors Without Gift Aid Declarations Report <\/strong>&#8211; <a href=\"https:\/\/support.expenseplus.co.uk\/article\/448-how-do-i-know-if-a-donor-has-a-valid-gift-aid-declaration\" target=\"_blank\" rel=\"noreferrer noopener\">find out more here<\/a><\/li>\n\n\n\n<li><strong>NEW Suggestions Tool <\/strong>&#8211; <a href=\"https:\/\/support.expenseplus.co.uk\/article\/630-can-i-make-a-suggestion-to-improve-expenseplus\" target=\"_blank\" rel=\"noreferrer noopener\">find out more here<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-more-2023-highlights\">More 2023 Highlights<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>99.99% System Uptime (with just one planned outage)<\/li>\n\n\n\n<li>Hundreds of new enhancements added<\/li>\n\n\n\n<li>Subscription <a href=\"https:\/\/expenseplus.co.uk\/pricing\" target=\"_blank\" rel=\"noreferrer noopener\">prices are frozen<\/a> for another year (and fixed until at least 2025!)<\/li>\n\n\n\n<li>45% increase in the number of churches &amp; charities using ExpensePlus in the last 12 months<\/li>\n\n\n\n<li>More than 600&nbsp;amazing <a href=\"https:\/\/www.google.com\/search?rlz=1C1VDKB_en-GBGB1007GB1007&amp;q=expense+plus&amp;spell=1&amp;sa=X&amp;ved=2ahUKEwjv-pywloD7AhWFilwKHYU8B-EQBSgAegQIMBAB&amp;biw=1280&amp;bih=577&amp;dpr=1.5\" target=\"_blank\" rel=\"noreferrer noopener\">user reviews<\/a> (thank you!)<\/li>\n<\/ul>\n\n\n\n<p>If you have any questions about any of the\u00a0new features or enhancements, or any suggestions of things you would like to see added, please do get in touch with us at support@expenseplus.co.uk.<\/p>\n\n\n\n<p class=\"has-white-color has-text-color\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Find out about new ExpensePlus features from 2023 including auto-accruals, stripe transaction feed, LoveGiving, VAT and donor management.<\/p>\n","protected":false},"author":1,"featured_media":3566,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[47],"tags":[],"class_list":["post-3554","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-software-updates"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>ExpensePlus Updates: 2023 Round-up | Fund Accounting Blog<\/title>\n<meta name=\"description\" content=\"Find out about new ExpensePlus features from 2023 including auto-accruals, stripe transaction 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