ExpensePlus Training
Our Training series covers a range of key topics, from how to use ExpensePlus to streamline your financial processes, to exploring the key concepts of Fund Accounting. Sessions are aimed at finance teams and treasurers.
ExpensePlus Live Tour
This session covers all key modules, answers many commonly asked questions, as well as providing hints and tips. If you haven’t previously joined our online tour, we’d highly recommend this session.
Managing Finance Tasks Effectively
This session covers how to effectively manage key financial tasks, which tasks are needed, and how task management module within ExpensePlus can be used to assign and track tasks.
Streamlined Expenses & Payments
This session explores in detail the Purchases, Receipts, Approvals and Payments Modules within ExpensePlus. It covers how to streamline the processing of expenditure with hints and tips that will save you time!
Invoicing & Bank Deposits
This session covers how to create and send invoices, track outstanding invoices and send invoice reminders, issue credit notes, reconcile invoice payments, and much more. The session also covers the Bank Deposit module within ExpensePlus.
Bank Reconciliation & Petty Cash
With ExpensePlus, there is no need to spend time keying in data from paper forms to create accounts. This session covers in detail how to efficiently reconcile transactions and how to manage petty cash.
Payroll Upload
This session explores the payroll upload module within ExpensePlus. It covers setup, importing payroll data, specifying salary splits, and creating salary payments, as well as payroll reporting.
Exploring Key Financial Reports
This session covers all of the key things you need to know to provide brilliant financial reports for your team. As well as providing lots of practical hints and tips, this session also covers answers to many commonly asked questions.
Advanced Financial Reporting
This session covers some of the more advanced reporting features within ExpensePlus, including Category Connnectors, Projects, Transaction Groups. If you haven't yet joined the 'Exploring Key Financial Reports' session, then we'd recommend that session first.
Brilliant Donor Management & Gift Aid
This session explores the many donor management features within ExpensePlus, including how to track donor communications, engagement and pledges. The session also covers how to create and submit Gift Aid claims.
User Permissions & Customisation
ExpensePlus is highly customisable. This session explores in detail how ExpensePlus can be customised to the requirements of your church or charity, as well as how to customise user permissions.
Year End Tasks (Receipts & Payments)
This session covers the key checks and tasks needed prior to creating accounts, as well as how to the inbuilt template in ExpensePlus to create accounts. Free Checklist: https://bit.ly/YE-CHECKLIST-RP
Year End Tasks (Accruals)
This session covers the key checks and tasks needed prior to creating accounts, as well as how to the inbuilt template in ExpensePlus to create accounts. Free Checklist: https://bit.ly/YE-ACCRUALS