About Finance

The Finance Package is an infoodle add-on that provides all the functions suitable for your organisation to coordinate and perform certain financial activities, such as issuing tax receipts, batch processing and reconciling transactions. Only those people who have been given permission in their role will have access to it and how much of the financial area you are able to use may vary depending on your role.

Section Contents:

• Opening Section

  • Getting Started
  • Finance Terms
  • Steps to Entering Data
  • Year End Checklist
  • Auto Reconcile

• Transactions - individual and bulk transactions, reconciliation, banking, Xero

• Statements - creating templates, generating statements

• Receipts - what and when to create receipts, creating templates, producing receipts, combining receipts, emailing receipts

• Pledges - adding and editing, reconciling

• Account Codes - adding and maintaining

• Analysis Reports - Pledge vs Actual, Summary, Aduit Trail, Recurring Donor Analysis, other reports

• Campaign - Campaign type, adding campigns, adding pledge drive, campaign reports

• Finance with Xero - infoodle and Xero, how to connect, Xero contacts, syncing with Xero, Xero Scedule (what is imported by infoodle), transactions in infoodle

• Gift Aid (UK only) - getting started, approvals, claims and filing with HMRC

• Giving Numbers - settings, managing, combining

• Memberships - managing, reports, adding to transactions, adding information to groups

• Payment Gateways - payment methods, receiving payments

  • Payouts
  • Givealittle
  • Pushpay

• Stock Items - managing, reports, how to use