Training Days

Each year we hold a range of training courses across the UK on our Finance, Donations and Membership Co-ordinator packages. All of our training has been designed to help you get the most out of your time by getting the most out of our software. Each course has been developed and improved over a number of years by listening to our customers and evaluating each training day.

Courses are delivered by qualified and experienced trainers, and run from 9am till 4pm with lunch and refreshments provided. Each attendee has access to the use of a laptop, giving you the opportunity to follow along with the trainers or simply watch the screen and take notes. Written materials are also provided for you to take home.

We currently hold courses in Wolverhampton, Edinburgh, York, Dartford, Watford, Winchester, Heathrow, and Leeds.



Wolverhampton courses cost £135 Inc. VAT

Other courses cost £165 Inc. VAT

However due to the current pandemic we are hosting online training sessions in order to help churches and charities increase donations and get the most out of their use of MyGiving and MyFundAccounting. The dates, times and what’s included in each session is detailed below:

Webinars


There are no dates currently availabale


There are no dates currently availabale


Training On-Demand


MyFundAccounting.Online is designed to manage the accounts for churches and charities easily and simply.

Whether you have never used an accounting system before or if you are an experienced bookkeeper or accountant MyFundAccounting is designed to make your life much easier and this training will help you benefit from and maximise the use of the software

Module 1

An overview of Fund Accounting, Adding nominal codes and funds, entering starting balances


Module 2

This module includes - Recording Income Expenditure and Agency transaction. Finding, editing and reversing transactions.


Module 3

This module includes - Memorised and template transactions, bank and fund transfers and a selection of reports


Module 4

This module includes - Creating and posting standing orders, Importing from bank statements and bank reconciliation



If you are producing end of year accounts on a Prepayment and Accrual basis the following modules are for you:

Module 5

This module includes - Creating budgets, budget reports, a selection of reports and Cost Centres


Module 6

This module includes - Fixed Assets, Debtors/Creditors, Prepayments and Accruals and Yearend



If you produce your accounts on a Receipts and Payments basis the following module is for you:

Module 5

This module includes - Creating budgets, budget reports, a selection of reports and Yearend



MyGiving.Online is our complete online donations management system for churches and charities.

Designed to re-imagine the way you handle donations and giving for your organisation by opening up new opportunities and saving you time.

Module 1

This module includes - Setting up MyGiving, Adding Users and updating User profiles, Adding Purposes and Methods and GDPR settings


Module 2

This module includes - Setting up payment methods, creating Donate Now buttons, Entering donors and donations - individually and in a batch


Module 3

This module includes - Entering regular donations, Importing bank statements and from Excel. Entering GASDS donations and aggregate donations


Module 4

This module includes - Making a claim to the HMRC, What if I make a mistake? Gift Aid refund and generating Thank you letters for your donors


Module 5

This module includes - Producing donation reports, Audit trail reports, SmartFilters, Export donor and donations and transferring donations to MyFundAccounting.online



Finance Co-ordinator is designed to manage the accounts for churches and charities easily and simply.

Whether you have never used an accounting system before or if you are an experienced bookkeeper or accountant Finance Co-ordinator is designed to make your life much easier and this training will help you benefit from and maximise the use of the software

Module 1

This module includes - An overview of Fund Accounting, Adding nominal codes and funds, entering starting balances


Module 2

This module includes - Recording Income Expenditure and Agency transaction. Finding, editing and reversing transactions


Module 3

This module includes - Recording Memorised and template transactions, transferring between banks and funds and a selection of reports


Module 4

This module includes - Creating income and expenditure standing orders, processing standing orders and completing bank reconciliations



If you are producing end of year accounts on a Prepayment and Accrual basis the following modules are for you:

Module 5

This module includes - Creating income and expenditure budgets, producing a selection of reports and Cost Centres


Module 6

This module includes - Fixed Assets - purchasing, depreciating and selling, Debtors and creditor, Prepayments and Accruals and Yearend



If you are producing end of year accounts on a Receipts and Payments basis the following modules are for you:

Module 5

This module includes - Creating income and expenditure budgets, producing a selection of reports and Yearend



Donations Co-ordinator is our complete donations management system for churches and charities.

Designed to easily manage the way you handle donations and giving for your organisation and enabling your donations to be claimed simply and directly to the HMRC

Module 1

In this module we will cover - Setting up - adding purposes and methods, entering your organisation details, User preferences and GDPR settings


Module 2

In this module we will cover - Entering donors including Quick add donor and gift, Entering donations individually, in a batch and via envelopes


Module 3

In this module we will cover - Entering regular donations, importing donations from Excel, Entering GASDS, aggregate and sponsorship donations


Module 4

In this module we will cover - How to make a claim to the HMRC, Gift aid refunds and thank you letters


Module 5

In this module we will cover - Transferring donations to Finance Co-ordinator, Exporting donors and donations, SmartFilters and Audit trail reports


For help with attending one of our online training sessions, click the ‘Help’ button over on the left-hand side and search “Webinar”.

Other Training

There are no dates currently availabale

A comprehensive course for those who wish to take advantage of the additional donation opportunities and facilities available from MyGiving.Online. The items covered include setting up MyGiving.Online, adding purposes, methods, donors and adding users with relevant permissions. We will also be linking credit/debit cards and Direct Debit donations to your MyGiving account and creating a Donate Now button and adding it to a website. Importing from bank statements, setting up regular gifts and standing orders, producing donation reports, making online claims, recording and processing GASDS donations, audit trails for HMRC inspection, importing and exporting records.Being a cloud based application the MyGiving.Online training is run in a lecture style for three hours, including a break. Notes can be taken throughout the lecture and the trainers are happy to take questions throughout the session.
Read More

There are no dates currently availabale

A comprehensive course for those who want to take advantage of the additional facilities available from our cloud based fund accounting system MyFundAccounting.Online. The items covered include setting up simple accounts including adding nominal codes, funds, bank accounts, starting balances and entering simple and memorised transactions. We also include entering template and regular transactions, multiple income and expenditure transactions, standing orders, importing from bank statement and post-box/agency accounts. Bank reconciliation, producing the SOFA, and report analysis. Setting up users with the relevant permissions is also included

Being a cloud based application the MyFundAccounting.Online training is run in a lecture style for three hours, including a break. Notes can be taken throughout the lecture and the trainers are happy to take questions throughout the session.


Read More

There are no dates currently availabale

This Finance Co-ordinator running course is designed for people who have already setup their accounts and want to start running Finance Co-ordinator on a day to day basis. The course covers entering template and regular transactions, multiple income and expenditure transactions, standing orders and post-box/agency accounts. Bank reconciliation, cost centres, year-end procedures, producing the SOFA, and report analysis.
Read More

There are no dates currently availabale

Our Finance Co-ordinator Start-up course has been designed for people who want to start ‘from scratch’ and who may not be familiar with fund accounting or computerised accounts. It includes a brief overview of fund accounting and covers setting up simple accounts including adding nominal codes, funds, bank accounts, starting balances and entering simple and memorised transactions. Worked examples are provided as are sample exercises to complete throughout the day.
Read More

There are no dates currently availabale

This course covers entering both people and family information, setting up groups and rotas, scheduling visits and creating skills and SmartFilters. Learn how to send text messages and emails from directly within Membership Co-ordinator. Produce varied and useful reports and export your data.
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There are no dates currently availabale

What is the role of a treasurer?
Should you pay expenses out of the offertory?
How should you handle petty cash?

Just some of the common questions that the treasurer can struggle with. The role of a treasurer can be an onerous and a difficult task and sometimes you can feel that there is nowhere to turn for an answer. The cost is £45 per person inc VAT

This 4 hour course run by Stephen Hendy and Helen Blundell aims to help answer these questions and others whilst also suggesting recommended financial controls and tips for best practice. These are all aimed at helping to manage the accounts well, easing the stress of the treasurer, helping control risks and can even help achieve good value for money.


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