Charities and non-profit organisations

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)