Navigation: Charities > Dashboard > Manage
In the Charity Manage section, you can see a breakdown for the following options:
Navigation: Charities > Dashboard > Manage > Charity Profile
In the Charity Profile section, you can update charity information, you’ll need to include the following:
Charity Registration Number
Date of Commencement
Registered Office Address
Add Accounting Periods
Add Contact Information
Add Accounting Details
Navigation: Charities > Dashboard > Manage > Charity Preference
In the Charity Preference section, you can customise Prefix and Suffix for:
Customise Frequency (Daily, Weekly, Monthly, Yearly)
Navigation: Charities > Dashboard > Manage > Opening Balance
In the Opening Balance section, you can manage opening balances for different accounts updating debit and credit values.
Once you select an account, you will be able to update values and save.
You can add new lines and clear lines within the opening balance section.
Navigation: Charities > Dashboard > Manage > Import
In the Import section, you will be able to import:
Imports section helps to make imports in bulk by downloading CSV templates and populating them. Once it has been done, you can import populated templates to finalise bulk imports.
Navigation: Charities > Dashboard > Manage > Integrations
In Integrations section, you will be able to send emails from the Charity module to your clients (No Reply emails), as well as you can integrate Gmail and Outlook to send emails regarding:
Navigation: Charities > Dashboard > Manage > Templates
In the Templates section, you will be able to customise templates based on your practice needs. There are different templates which are available for customisation:
Credit Notes template
Debit Notes template