Getting Started
Navigation: Charities > Dashboard > Manage In the Charity Manage section, you can see a breakdown for the following options: Charity Profil...
Thu, 21 Sep, 2023 at 7:20 AM
Navigation: Charities > Dashboard > Tasks In the Charities Tasks section, you can see a breakdown for the following options: Journals ...
Fri, 22 Dec, 2023 at 12:18 PM
Funds Overview Navigation: Charity > Funds > Overview The top of Charity Funds Overview displays: Total B.Forward Total Inco...
Fri, 22 Dec, 2023 at 12:18 PM
Navigation: Charities > Dashboard > Income > Overview In the Charities income overview section, you can see a breakdown for the following d...
Fri, 22 Dec, 2023 at 12:19 PM
Navigation: Charities > Dashboard > Expenditure > Overview In the Charities Expenditure overview section, you can see a breakdown for the f...
Fri, 22 Dec, 2023 at 12:19 PM
Customers Navigation: Charity > Contacts > Customers To add customers, you have two options: Select ‘+Add Customer’ to create custome...
Fri, 22 Dec, 2023 at 12:19 PM
Navigation: Charities > Dashboard > Logs > Email Logs In the Charities Logs section, you can keep track of what emails have been sent and to whom...
Fri, 15 Sep, 2023 at 4:07 PM
Navigation: Charities > Dashboard > Donations > Overview In the Charities Donation Overview section, you can see a breakdown for the foll...
Fri, 22 Dec, 2023 at 12:19 PM
Navigation: Charity Module > Select Client > MTD > View VAT Details Please Note: You will have to authorise the software on a client by client...
Fri, 17 Oct, 2025 at 12:12 PM