Finance Co-ordinator - Fund accounting for churches and charities

Setting up accounts

In many double entry systems setting up the accounts can be frustrating and time consuming. Finance Co-ordinator is different.

Finance Co-ordinator has an 'Accounts assistant' designed to help those who are unfamiliar with accounting software and/or the SORP. It guides you step-by-step through the process. If you don't have all of the figures you can simply leave the assistant and come back at another time.

Even if you have completed the set-up process and are almost at the end of the year you can still go back to the 'Accounts assistant' and add any items you have missed.

The assistant automates the process wherever possible to help ensure that the accounts are set-up correctly and with the minimum of fuss.

Entering transactions

Entering transactions is quick, easy and safe. When you enter a receipt, for example, you can use the 'Record income option. This will ensure that only income accounts are shown and that the correct entry debit and credit is made. Alternatively Finance Co-ordinator provides an 'Income' and 'Expenditure' assistant to help and guide those who are new to using accounts.

Although easy to use Finance Co-ordinator retains the power and flexibility of recording journal entries whilst ensuring that your accounts remain in balance.