Features

Designed for Charities & Churches and built for the whole team

At a glance...

Easy to use

Simple and intuitive fund accounting software
Quick to Set Up

Easy to customise, with the option to set your accounting basis as either Receipts & Payments or Accruals
Cloud-based

Work from anywhere and access information anytime on any device (Touch ID & 2FA supported)
Designed for Charities

Our finance software is created specifically just for Churches & Charites
Highly Rated

Loved by users, rated 4.8* on Google and used by hundreds of Churches & Charities
Saves Time & Money

An efficient and streamlined workflow removing the need for paper forms and manual processes
Built for Teams

Customisable user permissions enables teams to work efficiently
Secure & Reliable

Hosted in secure UK data centres with SSL encryption, regular backups and a 99.99% uptime
GDPR Compliant

ExpensePlus is a fully GDPR Compliant Fund Accounting Package
Free Automatic Updates

Access to the new features added each month

Brilliant help and support as part of the package

Free setup, support & online training
Brilliant Help Guide with 400+ FAQs
Access to our online user forum
Friendly & knowledgeable support team

Try it free

Simplifying Expenditure

Hassle Free Expenses

Enable your team to submit expenses, mileage and business card purchases digitally
Digital Receipts

Save time, money and paper! Simply upload, email or photograph receipts
One-Click Approvals

Budget holders can track and manage expenditure in real time, and approve expenditure digitally
Simpler Payments

Streamlined payment setup, as well as payment file uploads for banks that support this
Customisable Workflow

Customise the approval and payments workflows for your organisation
Supplier Invoices

Manage and pay invoices via the same efficient and streamlined process flow as expenses
Mileage Claims

Enter mileage claims quickly, customise mileage rates, and view mileage reports
Business Card Purchases

Cardholders can record purchases as they go, or transactions can be uploaded and allocated to cardholders at month end
Missing & Lost Receipts

View missing receipts, send receipt reminders, and a process flow for lost receipts
Audit Trail

Visibility of purchase actions from entry, to receipt check, to approval and payment
Split Category Purchases

Allocate expenditure easily - you can even copy details from a previous transaction
Multi Currency

Set your system currency. Enter purchases in other currencies where the base currency is set to GBP
Duplicate Detector

Automatic checks to help avoid duplicate expense and invoice payments
Payment Notifications

Auto-grouping of multi-purchase expense claims, and automatic payment notification emails
Quick Search

Find any purchase in seconds. Search by supplier, reference, description, amount and more

Easy Accounting

Bank Feeds

Connect ExpensePlus to your bank for automated transaction feeds and up-to-date account balances
Bank Reconciliation

Create accurate accounts faster, without the need to key in data, and with auto-matching of recurring transactions
Payment Processors

Easy reconciliation of income collected via Stripe, SumUp, GoCardless, Zettle, Stewardship, PGS and more
Accounting Basis

Choose your accounting basis as either receipts & payments or accruals, and get reports that are applicable to you
Auto-Accruals

This brilliant feature provides a simple, accurate and automated way to create accounts on an accruals basis
Invoicing

Create and send customer invoices. Track outstanding invoices and send invoice reminders. Accept card payments
Fixed Assets

Capitalise purchases, and manage assets and depreciation via the easy-to-use inbuild asset register
Investments

Set up and track each of your different investments, adding gains and losses as they occur
Petty Cash

Enter petty cash transactions digitally, avoiding the need to track these on paper and key in data at month end
Bank Deposits

Easily and accurately record cash and cheques as these are deposited into your bank
Loans

Track loans and mortgages and record capital repayments and interest
Payroll Import

Upload payroll data and create salary payments without the need for complicated manual payroll journals
Transfers & Adjustments

Add transfers between funds and between categories, in addition to other manual adjustments
Task Management

Create monthly finance tasks, assign tasks to different individuals within your team, and keep track of progress
VAT

Record, calculate, and create VAT returns within ExpensePlus, including any adjustments

Brilliant Reporting

Online Reports

Instantly see your finances from wherever you are, with accurate, up to date financial reports
Multi Fund

Set up your restricted and unrestricted funds, as well as your categories exactly how you need them
Customisable User Access

Provide everyone in the team with just the right information they need for their role
Drillable Reports

Find information quickly and simply, with easy to use drillable reports
Year End Accounts

Create SORP compliant accruals accounts or receipts & payments accounts using the easy to use inbuilt end of year account templates
Budget Projections

Keep track of how your finances are performing against budget, and view forward projected totals
Report Downloads

Download reports as either .csv or .pdf. Add your church or charity logo to the top of PDF reports.
Category Connectors

Analyze income and expenditure by category across all funds with this nifty feature
Projects & Events

A brilliant feature that makes it simple to keep track and view project finances
Transaction Groups

Report by department / location / class, or use this feature to just tag transactions
Finance Dashboard

Choose between a finance dashboard or our process flow dashboard (or switch between the two!)
Independent Examiner Access

Streamline year-end and remove the need to send receipts and reports to your Independent Examiner or Auditor
Lock Financial Year

Once accounts have been created, lock the financial year to prevent any changes
Parish Return

Download all the finance data for your Parish Return in a single click! (Church of England Churches)
Elim

Download monthly reporting data in the format required by LCAS (Elim Churches)

Donations & Gift Aid

Donation Reports

Brilliant donation reports, including monthly comparison reports for simple data and trend analysis
Gift Aid Integration

Automated Gift Aid management and HMRC Integration enables Gift Aid Claims to be created and submitted in seconds!
GASDS Management

Record, manage, and submit GASDS claims using the same automated process flow as Gift Aid
Accept Online Donations

Customise your own online donations page in just 3 easy steps, which you can then link to from your website
ChurchSuite Export

Easily export donations data to ChurchSuite to enable an efficient process flow
Manage Donors

Import donors, add donor details, manage Gift Aid declarations, and more
Donor Reports

Easily identify and follow up with new donors, and donors without Gift Aid declarations
Donor Statements

Export donor data to create mail merge letters, and download giving statements for either emailing or printing
Donor Engagement

Track Donor Engagement and create a customised pipeline to enable you to grow donor engagement and giving
Donor Communication

Record donor communication history, and set follow-up actions for future contact
Donor Pledges

Record donor pledge amounts, track income for pledge events, and view donors with outstanding pledges
Donor References

Provide each donor with a unique reference, which can be customised, and choose whether to add your own donor prefixes
Hide Donor Names

Provide donor anonymity by setting whether donor names are visible or hidden for each team member
Donor Tags

Filter and segregate data when viewing donation reports by adding donor tags
Control User Access

Provide each user with permission to view only the donation reports they need