Charitable Accounting
The leading accounting system in the NHS charity sector.
Designed specifically for NHS charitable accountants the system is fully SORP compliant and produces a range of management information and reports. It works as a stand-alone product or can be fully integrated with Harlequin CRM to provide one complete end to end solution for your charity.
Harlequin Charitable Accounting assists you in managing the day-to-day financial transactions of the charity, producing annual accounts, fund manager statements, administering budgets and ensuring compliance with regulatory bodies.
Key benefits
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Production of annual accounts, compliant with SORP regulations and meeting the Charity Commission’s needs
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Management of internal processes and daily accounting routines allowing transparency of funds and easy tracking against budgets and forecasts
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Easy communication with all stakeholders including fund managers, internal teams and trustees
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Full implementation service, including installation, data migration and training, carried out by Harlequin staff ensuring your team are equipped to use the software to its maximum potential
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Dedicated Account Manager and support team on hand to ease you through the transition period and beyond
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Future proofed with an active user group and utilisation of current technologies
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Charitable Accounting has a 99% year on year customer retention rate.
Next steps

Key features include
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Easily produce SORP compliant annual accounts, including SOFA, balance sheet and all financial notes, meeting charity commission needs
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Manage internal processes and daily accounting routines
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Produce all reports at various levels including umbrella, charity and directorate level
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Issue concise statements to fund managers and directorate heads
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Produce trustee summary reporting
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Record commitments and accrual matching against actual income and expenditure
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Reconcile bank accounts
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Produce BACS files to enable online payments
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Globally apportion investment income, bank interest and administration fees across funds
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Easily access current and previous years financial history
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Run multi-year processing
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Employ full end of year roll over/roll back routines
“The addition of Charitable Accounting alongside Harlequin CRM has led to a seamless link with our Finance team to produce accurate management accounts.”

Vanessa Casey
Chief Executive
South Central Ambulance Charity