Charities and non-profit organisations
INDUSTRIES | Charities and non-profit organisations
Uniconta is perfectly suited for use by charities and non-profit organisations.
No server hardware required.
Uniconta is a cloud based solution with no operational hardware requirements.
All you need is a Windows PC and an internet connection.
Our charity template company is ready to use out of the box.
The template includes:
- Non-profit style chart of accounts and posting setup
- Gift aid recovery and reporting using the standard tax engine
- Fund separation capability for ring-fenced grants and income
- Ready to use finance reports, including income and expenditure accounting
The simple-to-use CRM and customer modules provide a GDPR-compliant method to maintain donor lists:
- Gift aid opt-in data history
- Automatic renewal of subscriptions and regular donations
- Management of direct debit payment collections
- Creation of mailing lists and follow-up actions from CRM records
For charity shops and food banks:
- Stock management capability with sequential internal item codes
- Requisitions, purchase orders and goods receiving process
- EAN code recognition with batch expiry capability
- Integrated POS module available
- Stock valuation and adjustments
For social product distribution and manufacturing enterprises:
- Sales order processing with variable price lists
- Delivery note and invoice production to paper or PDF email documents
- Bills of material (flat or multi-level)
- Simple kitting and make-to-order
- Works orders
- Back to back purchase orders (from sales orders)