Hi Jules,
Sorry for the late reply, it has been a bit 'full on' recently.
At the moment I am using Excel spreadsheets. I have to say that after using Sage, I find this method quite tedious and time consuming. Equally though, it is giving me more experience as I am trying to develop a more user-friendly spreadsheet for them but at the moment it is a bit of a nightmare...
I am currently volunteering there 2 days a week for approximately 5 hours and I am also required to go to the committee meetings once a month and prepare a report about their current financial status. My predecessor produced full monthly management accounts but to be honest, the trustees didn't really understand them so mine is a simple 'this is how much you've received and spent this month', bank balances and a notte of any unusual or exceptional income/expenses.
My other challenge is that 3 separate people have been running the cash book and each one has used a slightly different method which should be interesting as the year-end accounts are approaching.....
Hope this has helped you? I'm a firm believer in the more problems that you can face and conquer the more your confidence will grow (well, that's the theory anyway :-))
Good luck with your search.
Keep in touch.
Jan
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