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About Finance
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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
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
Stock Items - managing, reports, how to use