The Finance Package is an infoodle add-on that provides all the functions suitable for your organisation to coordinate and perform certain financial activities.
Use it to:
- issue tax receipts
- process and reconcile transactions in bulk
- track pledges and donations
- generate giving statements
- manage campaigns
- record gift aid claims
- connect with accounting software like Xero.
The Finance Package helps you maintain accurate financial records, demonstrate accountability to donors, and streamline your accounting workflows.
Access to Finance features is controlled by user roles. 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 assigned role. See Finance Permissions to learn more about setting up Finance access for your team.
Finance Basics
Getting Started
Finance Terms
Steps to Entering Data
Year End Checklist
Auto Reconcile
More Help on Finance
Transactions for individual and bulk transactions, reconciliation, banking, and Xero
Statements for creating templates, and generating statements
Receipts for what and when to create receipts, creating templates, producing receipts, combining receipts, and emailing receipts
Pledges for adding and editing, and reconciling
Account Codes for adding and maintaining account codes
Analysis Reports for pledge vs Actual, Summary, Audit Trail, Recurring Donor Analysis, and other reports
Campaigns for campaign type, adding campaigns, adding pledge drives, and campaign reports
Finance with Xero for infoodle and Xero, how to connect, Xero contacts, syncing with Xero, Xero Schedule (what is imported by infoodle), and transactions in infoodle
Gift Aid (UK only) for getting started, approvals, claims, filing with HMRC, and GASDS
Giving Numbers for settings, managing and combining giving numbers
Memberships for managing, reports, adding to transactions, and adding information to groups
Payment Gateways for payment methods, receiving payments, Payouts, Givealittle, and Pushpay
Stock Items for managing, reports, and how to use