---
title: "About Finance"
slug: "about-finance"
updated: 2026-04-28T00:29:14Z
published: 2026-04-28T00:29:14Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

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](/v1/docs/finance-permissions) to learn more about setting up Finance access for your team.

#### Finance Basics

[Getting Started](/v1/docs/getting-started-finance) [Finance Terms](/v1/docs/finance-terms) [Steps to Entering Data](/v1/docs/entering-data) [Year End Checklist](/v1/docs/year-end) [Auto Reconcile](/v1/docs/auto-reconcile)

#### More Help on Finance

[**Transactions**](/v1/docs/transactions) for individual and bulk transactions, reconciliation, banking, and Xero

[**Statements**](/v1/docs/statements-1) for creating templates, and generating statements

[**Receipts**](/v1/docs/receipts) for what and when to create receipts, creating templates, producing receipts, combining receipts, and emailing receipts

[**Pledges**](/v1/docs/pledges) for adding and editing, and reconciling

[**Account Codes**](/v1/docs/account-codes) for adding and maintaining account codes

[**Analysis Reports**](/v1/docs/analysis-reports) for pledge vs Actual, Summary, Audit Trail, Recurring Donor Analysis, and other reports

[**Campaigns**](/v1/docs/campaigns) for campaign type, adding campaigns, adding pledge drives, and campaign reports

[**Finance with Xero**](/v1/docs/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**](/v1/docs/gift-aid-uk-only) (UK only) for getting started, approvals, claims, filing with HMRC, and GASDS

[**Giving Numbers**](/v1/docs/giving-numbers) for settings, managing and combining giving numbers

[**Memberships**](/v1/docs/memberships) for managing, reports, adding to transactions, and adding information to groups

[**Payment Gateways**](/v1/docs/payment-methods) for payment methods, receiving payments, [Payouts](/v1/docs/payouts), [Givealittle](/v1/docs/givealittle), and [Pushpay](/v1/docs/pushpay)

[**Stock Items**](/v1/docs/stock-items) for managing, reports, and how to use

## Related

- [Finance](/finance.md)
- [Finance Terms](/finance-terms.md)
- [Finance Settings](/finance-settings.md)