Sage 50 Accounts UKI Ideas Portal

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Charities and specialist accounting

Add Funds to Product Record under Defaults

Detailed invoices set up as templates to add item lines. Now need to include funds but having to add each fund manually takes time and increases risk for error
over 2 years ago in Charities and specialist accounting

Charity Review

Charity Funds and Departments could work much better together. The whole system doesn't make accounting for Charities very easy. It could do with a review and update.
over 2 years ago in Charities and specialist accounting

To allow charities funds to be sub-categorised for multiple funds.

As a charity with more than one fund within each category (General, Restricted, Designated) because our money does not just go into one pot, we require the facility to analyse all our funds separately (and in line with Charity Commission rules) bu...
over 2 years ago in Charities and specialist accounting

Option on supplier and customer batch invoice screen to provide charitable fund & Department to payment or receipt

When adding batch invoices there is currently an option to assign a charitable fund and department to each invoice but if using this screen for payment you cannot assign the fund or department here. It would be helpful if these could be assigned t...
almost 3 years ago in Charities and specialist accounting

Funds Type

At Present SAGE 50 only allows you to have Restricted, Unrestricted & Endowment Type of Funds. For Charities, we need as well Designated Funds, they are completely different to the previous three and must be reported to the board.
almost 3 years ago in Charities and specialist accounting

Editing customer (or donor) deposits

I work for a Charity so our donors information is contained in the customer section. Oddly, one is not often able to edit the donation. Unfortunately a quick imput means that numbers are sometimes reversed and only rarely can it be easily edited. ...
over 3 years ago in Charities and specialist accounting