This hands-on online session is designed for charities, CICs, and social enterprises who need to separate and report on different income streams, projects, or restricted funds.
By the end of the session, you’ll have your accounting software set up so you can track exactly how money is used for each project or fund – and produce reports that keep funders, boards, and accountants happy.
In this session, we’ll cover:
- Setting up tracking codes in Xero
- Deciding what to track – funds, projects, departments, activities
- Assigning tracking to income and expenses
- Avoiding double-counting or missed allocations
- Exporting clear reports for funders and your board
Who it’s for:
- Treasurers, finance officers, or administrators in charities, CICs, and social enterprises
- Founders or managers who need to manage multiple income streams or restricted funds
- Anyone preparing monitoring reports for funders
You’ll leave with:
- Your tracking codes set up
- Knowing how to run reports for a fund or project
- A step-by-step guide to keep the system running smoothly
