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Finance Reports

  • Re-profiling a Budget Spend/Income
  • What are Category Types?
  • How do I enter budgets?
  • What are Transaction Groups used for?
  • How are projected totals calculated?
  • How to complete the Methodist Church Standard Form of Accounts
  • How do Projects work?
  • How do I handle income that isn't part of our accounts?
  • Opening Cash Mismatch
  • How do I lock a closed financial year?
  • How do I produce Financial Management Reports?
  • Church of England (CofE) Parish Return
  • Can I arrange the order of categories?
  • Can I export data from ExpensePlus?
  • Does ExpensePlus have a Chart of Accounts?
  • Transfer between funds not showing up on my income and expenditure report
  • How do I add my organisation logo to reports?
  • Can I print reports?
  • How do I handle monies relating to weddings and funerals?
  • Finding Answers to the Charity Commission Annual Return Submission Questions
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