PaulSB
Squire
- Location
- Chorley, Lancashire
Yeah like they don't have computers, everything is entered in a big ledger using Quill pens dipped in the inkwell.![]()
I was trying to find the word to describe the above. After a few minutes thought I hit on unnecesary.
Admin is admin, income and costs need checking and monitoring whether in a handwritten ledger or through accounting software. Some points for you:
- Dealing with a bequest is probably a reasonably complex task but it is a one off per donation. There will be a process the charity will be familiar with
- Monthly donations bring monthly costs whether driven by software or not
- Perhaps the donor misses a payment, changes bank etc. Why is the payment missing? Is this monitored
- Do we have a lapsed donor? Chasing letters etc.
- Gift Aid. The majority of monthly donors are almost certain to be able to offer Gift Aid. Even a small charity such as the one I'm treasurer to benefits significantly from this
- Any donation above £20 in the tax year on which Gift Aid is claimed has to be individually claimed from HMRC. Yes, there is software, yes there are spreadsheets but it all has to be done. Mistakes occur and those have to be found. Possibly, I don't know, a single error, amongst thousands of entries, in the spreadsheet upload to HMRC could result in rejection. Certainly when I used to upload invoicing spreadsheets to a major multiple retailer a single comma out of place would result in the entire batch of invoices being rejected.