{"id":3883,"date":"2024-12-18T16:49:36","date_gmt":"2024-12-18T16:49:36","guid":{"rendered":"https:\/\/expenseplus.co.uk\/blog\/?p=3883"},"modified":"2025-02-12T12:21:50","modified_gmt":"2025-02-12T12:21:50","slug":"expenseplus-2024-round-up","status":"publish","type":"post","link":"https:\/\/expenseplus.co.uk\/fund-accounting\/expenseplus-2024-round-up\/","title":{"rendered":"ExpensePlus 2024 Round-Up"},"content":{"rendered":"\n<p>Welcome to the 2024 round-up as we look back at some of the highlights from the past 12 months.<\/p>\n\n\n\n<p>At ExpensePlus, we are passionate about creating excellent finance software for churches and charities. Therefore, we add new features and enhancements that users suggest every month.<\/p>\n\n\n\n<p>ExpensePlus is a brilliant, easy-to-use, cloud-based fund accounting package, used by hundreds of churches and charities across the UK.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-key-expenseplus-enhancements\">Key ExpensePlus Enhancements<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automated-bank-feeds\">Automated Bank Feeds<\/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\/Direct-Bank-Integration-_-Direct-Bank-Feed-1024x683.png\" alt=\"Bank Integration\" class=\"wp-image-3556\" srcset=\"https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Direct-Bank-Integration-_-Direct-Bank-Feed-1024x683.png 1024w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Direct-Bank-Integration-_-Direct-Bank-Feed-300x200.png 300w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Direct-Bank-Integration-_-Direct-Bank-Feed-768x512.png 768w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Direct-Bank-Integration-_-Direct-Bank-Feed-370x247.png 370w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Direct-Bank-Integration-_-Direct-Bank-Feed-760x507.png 760w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Direct-Bank-Integration-_-Direct-Bank-Feed-390x260.png 390w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Direct-Bank-Integration-_-Direct-Bank-Feed.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>This year ExpensePlus registered with the Financial Conduct Authority (FCA) to act as an agent on behalf of GoCardless to provide automated bank feeds via open banking.<\/p>\n\n\n\n<p>Automated bank feeds mean you don&#8217;t need to manually upload bank transactions. They also provide an easy way to view up-to-date bank balances. <a href=\"https:\/\/support.expenseplus.co.uk\/article\/702-open-banking-overview\" target=\"_blank\" rel=\"noreferrer noopener\">Find out more<\/a>.<\/p>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-year-end-accounts-templates\">Year-End Accounts Templates<\/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\/2024\/11\/Charity-Year-End-Accounts-1024x683.png\" alt=\"\" class=\"wp-image-4552\" srcset=\"https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2024\/11\/Charity-Year-End-Accounts-1024x683.png 1024w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2024\/11\/Charity-Year-End-Accounts-300x200.png 300w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2024\/11\/Charity-Year-End-Accounts-768x512.png 768w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2024\/11\/Charity-Year-End-Accounts-370x247.png 370w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2024\/11\/Charity-Year-End-Accounts-760x507.png 760w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2024\/11\/Charity-Year-End-Accounts-390x260.png 390w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2024\/11\/Charity-Year-End-Accounts.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>We&#8217;ve introduced new year-end accounts templates, which make creating charity accounts much quicker and easier.<\/p>\n\n\n\n<p>We added this feature for churches and charities that create accounts on a receipts and payments basis (<a href=\"https:\/\/support.expenseplus.co.uk\/article\/695-creating-end-of-year-accounts-r-p\" target=\"_blank\" rel=\"noreferrer noopener\">find out more<\/a>) and for accruals-based accounts too (<a href=\"https:\/\/support.expenseplus.co.uk\/article\/21-creating-end-of-year-accounts-accruals\" target=\"_blank\" rel=\"noreferrer noopener\">find out more<\/a>).<\/p>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-payroll-upload\">Payroll Upload<\/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\/Payroll-Import-1024x683.png\" alt=\"Payroll Import\" class=\"wp-image-3558\" srcset=\"https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Payroll-Import-1024x683.png 1024w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Payroll-Import-300x200.png 300w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Payroll-Import-768x512.png 768w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Payroll-Import-370x247.png 370w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Payroll-Import-760x507.png 760w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Payroll-Import-390x260.png 390w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2023\/05\/Payroll-Import.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>The new payroll upload module in ExpensePlus provides a simple and easy way to import payroll data and create and process payroll payments.<\/p>\n\n\n\n<p>You can split salary payments between funds and categories, and it removes the need to enter complicated payroll journal transactions. <a href=\"https:\/\/support.expenseplus.co.uk\/article\/666-payroll-upload-module-overview\" target=\"_blank\" rel=\"noreferrer noopener\">Find out more<\/a>.<\/p>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-payment-enhancements\">Payment Enhancements<\/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\/2024\/10\/Payment-Enhancements-1024x683.png\" alt=\"\" class=\"wp-image-4551\" srcset=\"https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2024\/10\/Payment-Enhancements-1024x683.png 1024w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2024\/10\/Payment-Enhancements-300x200.png 300w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2024\/10\/Payment-Enhancements-768x512.png 768w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2024\/10\/Payment-Enhancements-370x247.png 370w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2024\/10\/Payment-Enhancements-760x507.png 760w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2024\/10\/Payment-Enhancements-390x260.png 390w, https:\/\/expenseplus.co.uk\/fund-accounting\/wp-content\/uploads\/2024\/10\/Payment-Enhancements.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>We have made payment setup as easy as possible within ExpensePlus.<\/p>\n\n\n\n<p>In addition to the brilliant one-click copy functionality for setting up payments, we&#8217;ve added: payment file downloads for banks that allow this; instant emails to payment authorisors once payments are set up; and bulk marking payments as authorised.<\/p>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-new-features\">New Features<\/h2>\n\n\n\n<p>During 2024 hundreds of other new features have been added to ExpensePlus, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Expenditure reports for audit trails<\/strong> &#8211; for <a href=\"https:\/\/expenseplus.co.uk\/charity\/reports\/expenditure\" target=\"_blank\" rel=\"noreferrer noopener\">approvals<\/a>, <a href=\"https:\/\/expenseplus.co.uk\/charity\/reports\/expenditure\" target=\"_blank\" rel=\"noreferrer noopener\">payments<\/a> and <a href=\"https:\/\/expenseplus.co.uk\/charity\/reports\/expenditure\" target=\"_blank\" rel=\"noreferrer noopener\">mileage<\/a><\/li>\n\n\n\n<li><strong>Asset &amp; Liability Statement for receipts and payments accounts<\/strong> &#8211; <a href=\"https:\/\/expenseplus.co.uk\/charity\/reports\/financial\/sofa\/format\/summary\/year\/2024-01-01\/date\/2024-12-31\" target=\"_blank\" rel=\"noreferrer noopener\">view t<\/a><a href=\"https:\/\/expenseplus.co.uk\/charity\/reports\/financial\/asset-liability-statement\/year\/2024-01-01\" target=\"_blank\" rel=\"noreferrer noopener\">h<\/a><a href=\"https:\/\/expenseplus.co.uk\/charity\/reports\/financial\/sofa\/format\/summary\/year\/2024-01-01\/date\/2024-12-31\" target=\"_blank\" rel=\"noreferrer noopener\">e report here<\/a><\/li>\n\n\n\n<li><strong>Receipts &amp; Payments Report by fund type<\/strong> &#8211; <a href=\"https:\/\/expenseplus.co.uk\/charity\/reports\/financial\/sofa\/format\/summary\/year\/2024-01-01\/date\/2024-12-31\" target=\"_blank\" rel=\"noreferrer noopener\">view the report here<\/a><\/li>\n\n\n\n<li><strong>Transactions (by Amount)<\/strong> &#8211; <a href=\"https:\/\/expenseplus.co.uk\/charity\/reports\/financial\/ie-transactions-by-amount\/format\/income\/year\/2024-01-01\/month\/all\/fund\/all\/group\/all\/amount-rule\/any\/page\/1\" target=\"_blank\" rel=\"noreferrer noopener\">this report<\/a> can help you find income transactions that need documentation<\/li>\n\n\n\n<li><strong>Donor References <\/strong>&#8211; <a href=\"https:\/\/support.expenseplus.co.uk\/article\/381-donor-references\" target=\"_blank\" rel=\"noreferrer noopener\">find out more here<\/a><\/li>\n\n\n\n<li><strong>Tracking Donor Communication permissions <\/strong>&#8211; <a href=\"https:\/\/support.expenseplus.co.uk\/article\/668-tracking-donor-communication-permissions\" target=\"_blank\" rel=\"noreferrer noopener\">find out more here<\/a><\/li>\n\n\n\n<li><strong>Donations (by Amount) <\/strong>&#8211; <a href=\"https:\/\/expenseplus.co.uk\/charity\/reports\/donations\/donations-by-amount\/year\/2024-01-01\/fund\/all\/donation-method\/all\/donor-tags-filter\/none\/amount-rule\/any\/page\/1\" target=\"_blank\" rel=\"noreferrer noopener\">this report<\/a> can help you find large donations when filing accounts with the Charity Commission<\/li>\n\n\n\n<li><strong>Donation Refunds with automated handling of Gift Aid<\/strong> &#8211; <a href=\"https:\/\/support.expenseplus.co.uk\/article\/438-how-do-i-refund-a-donation\" target=\"_blank\" rel=\"noreferrer noopener\">find out more here<\/a><\/li>\n\n\n\n<li><strong>GASDS<\/strong> &#8211; <a href=\"https:\/\/support.expenseplus.co.uk\/article\/687-what-is-the-gasds-community-building-scheme\" target=\"_blank\" rel=\"noreferrer noopener\">for Community Building Scheme<\/a> and <a href=\"https:\/\/support.expenseplus.co.uk\/article\/168-gasds-rules\" target=\"_blank\" rel=\"noreferrer noopener\">automated claim limits<\/a><\/li>\n\n\n\n<li><strong>Gift Aid Submission for Elim churches<\/strong> &#8211; <a href=\"https:\/\/support.expenseplus.co.uk\/article\/685-elim-gift-aid\" target=\"_blank\" rel=\"noreferrer noopener\">find out more here<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-other-enhancements\">Other Enhancements<\/h2>\n\n\n\n<p>We have also improved many existing features of ExpensePlus. Read more about these here:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>More reports made drillable<\/strong> &#8211; <a href=\"https:\/\/expenseplus.co.uk\/charity\/reports\/financial\/trial-balance\/year\/2024-01-01\/date\/2024-12-10\/categories-displayed\/all\" target=\"_blank\" rel=\"noreferrer noopener\">Trial Balance<\/a> and <a href=\"https:\/\/expenseplus.co.uk\/charity\/reports\/financial\/parish-return\/year\/2024-01-01\" target=\"_blank\" rel=\"noreferrer noopener\">Church of England Parish Return<\/a> report<\/li>\n\n\n\n<li><strong>Statement of Financial Activities <\/strong>&#8211; a <a href=\"https:\/\/expenseplus.co.uk\/charity\/reports\/financial\/sofa\" target=\"_blank\" rel=\"noreferrer noopener\">more detailed report<\/a> with customisable <a href=\"https:\/\/support.expenseplus.co.uk\/article\/185-what-should-i-set-as-the-category-type\" target=\"_blank\" rel=\"noreferrer noopener\">category types<\/a><\/li>\n\n\n\n<li><strong>Hide Donor Names<\/strong> &#8211; you can now <a href=\"https:\/\/support.expenseplus.co.uk\/article\/224-how-can-i-hide-donor-names\">set this for each user<\/a><\/li>\n\n\n\n<li><strong>Gift Aid Claim<\/strong> &#8211; the new <a href=\"https:\/\/secure.helpscout.net\/docs\/5ff31837b5efec03af3ef959\/article\/613010ad6c65aa15b87d6721\" target=\"_blank\" rel=\"noreferrer noopener\">claim reference<\/a> helps you reconcile payments from HMRC<\/li>\n\n\n\n<li><strong>LoveGiving <\/strong>&#8211; add text descriptions to <a href=\"https:\/\/support.expenseplus.co.uk\/article\/579-setting-up-and-customising-your-lovegiving-online-donations-page\" target=\"_blank\" rel=\"noreferrer noopener\">LoveGiving pages<\/a> and <a href=\"https:\/\/support.expenseplus.co.uk\/article\/634-lovegiving-fundraising-campaigns\" target=\"_blank\" rel=\"noreferrer noopener\">campaigns<\/a><\/li>\n\n\n\n<li><strong>Category Settings<\/strong> &#8211; you can now <a href=\"https:\/\/expenseplus.co.uk\/charity\/settings\/budget\/format\/category-details\/year\/2024-01-01\/fund\/1\/hide-assigned\/no\" target=\"_blank\" rel=\"noreferrer noopener\">bulk-set category approvers<\/a><\/li>\n\n\n\n<li><strong>Budgeting<\/strong> &#8211; improved <a href=\"https:\/\/support.expenseplus.co.uk\/article\/323-how-do-i-enter-budgets\" target=\"_blank\" rel=\"noreferrer noopener\">budget functionality<\/a> where you can customise <a href=\"https:\/\/support.expenseplus.co.uk\/article\/120-how-are-the-totals-calculated-on-the-income-expenditure-summary-report\" target=\"_blank\" rel=\"noreferrer noopener\">budget projections<\/a><\/li>\n\n\n\n<li><strong>Fund Descriptions<\/strong> &#8211; add <a href=\"https:\/\/expenseplus.co.uk\/charity\/settings\/funds\/status\/active\" target=\"_blank\" rel=\"noreferrer noopener\">fund descriptions<\/a> and view these within financial reports<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-more-2024-highlights\">More 2024 Highlights<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>99.99% System Uptime<\/li>\n\n\n\n<li>The launch of our new <a href=\"https:\/\/expenseplus.co.uk\/lunch-learn\" target=\"_blank\" rel=\"noreferrer noopener\">Lunch and Learn Training Series<\/a><\/li>\n\n\n\n<li>18 new blog posts published on our <a href=\"https:\/\/expenseplus.co.uk\/blog\/\" target=\"_blank\" rel=\"noreferrer noopener\">Fund Accounting Blog<\/a><\/li>\n\n\n\n<li>Hundreds of articles added and updated within our <a href=\"https:\/\/support.expenseplus.co.uk\/\" target=\"_blank\" rel=\"noreferrer noopener\">Online Helpguide<\/a><\/li>\n\n\n\n<li>Subscription <a href=\"https:\/\/expenseplus.co.uk\/pricing\" target=\"_blank\" rel=\"noreferrer noopener\">prices<\/a> frozen for a further 2 years (until at least 2027!)<\/li>\n\n\n\n<li>Reached more than 800 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> on Google (thank you!)<\/li>\n<\/ul>\n\n\n\n<p>If you have any questions about any of the&nbsp;new features or any suggestions for things you would like to see added, please do get in touch 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 key ExpensePlus enhancements from 2024 including Automated Bank Feeds, Year End Accounts Templates, Payroll Upload, and Payment Enhancements.<\/p>\n","protected":false},"author":1,"featured_media":4588,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[47],"tags":[],"class_list":["post-3883","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 2024 Round-Up | Fund Accounting Blog<\/title>\n<meta name=\"description\" content=\"Find out about key ExpensePlus enhancements from 2024 including Automated Bank Feeds, Year End Accounts Templates, and Payroll Upload.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/expenseplus.co.uk\/fund-accounting\/expenseplus-2024-round-up\/\" 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