ExpensePlus Help & FAQ
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Getting Started

  • ExpensePlus Overview
  • How do I decide which categories to set up?
  • How do I access training and support?
  • Why does each user need their own email address?
  • How do I add a category?
  • Opening Cash Mismatch
  • Can I set budgets at category group level?
  • Setting up ExpensePlus
  • Mid-year migration - data import service
  • Mid-year migration - importing data
  • Does ExpensePlus have a user guide or manual?
  • Do you offer additional training and support?
  • What are Auto-Accruals?
  • Setting up a fund and cloning / duplicating categories
  • Choosing your Accounting Basis when setting up ExpensePlus
  • Setting up Opening Fund Balances
  • What's the difference between Funds, Categories, Category Connectors, Projects and Transaction Groups?

Categories

  • Agencies Verified with ExpensePlus
  • Getting Started
  • Logging In
  • Data Security
  • User Training
  • Subscription
  • Navigating ExpensePlus
  • Task Management
  • Invoicing
  • Bank Deposits
  • Purchases
  • Receipts
  • Approvals
  • Payments
  • Bank Reconcilation
  • Payment Processors
  • Petty Cash
  • Adjustments
  • Payroll Upload
  • Investments
  • Loans
  • Fixed Assets
  • Finance Reports
  • Year End Accounts
  • Manage Donors
  • LoveGiving
  • Gift Aid
  • ChurchSuite Export
  • Donations Reports
  • User Settings
  • Settings
  • VAT
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