Sage Accounting for Charities
November 19, 2024

Sage Accounting for Charities

Stephen Sutton | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Sage Accounting

Overall Satisfaction with Sage Accounting

As a small charity we are short on time as we focus on Charitable Activities. We use Sage Accounting and Payroll to reduce the amount of time it takes to keep our finances and HR up to date. Importing the bank account and setting up rules means we don't have to trawl through all the bank transactions to categorise them. This saves a lot of time especially at year end. Sales invoices give a professional look to our interactions with customers which gives them a positive view of how we handle our finances. Sage Payroll takes the hard work out of taking on our first employee and helps keep us right of what we need to do as a good employer. Overall we are really happy with our decision to go with Sage Accounting.

Pros

  • Import bank transactions
  • Professional Sales Invoices
  • Production of reports for Financial Reporting

Cons

  • Ability to copy customers to suppliers and vice versa
  • Easier custom report writing (use of AI?)
  • Saves time keeping financials up to date especially for volunteers who also work full time
  • Saves time and research into employer responsibilities on employing people with Sage Payroll
Easy to use and recent changes have improved the experience but some simple training on how to do frequent tasks would be great. The one that comes to mind is how to re-classify a bank transaction if you make a mistake when importing the bank account. Can be hard to find help you need.

Do you think Sage Accounting delivers good value for the price?

Yes

Are you happy with Sage Accounting's feature set?

Yes

Did Sage Accounting live up to sales and marketing promises?

Yes

Did implementation of Sage Accounting go as expected?

Yes

Would you buy Sage Accounting again?

Yes

Formalising your accounts starting with importing your bank statements and applying rules to categorising them all the way to standard reports and cash flow. Taking the worry out of taking on employees by guiding you through what you need to do and ensuring you remain compliant and provides a better experience for your emplyee.

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