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wycas e-bulletin

Tuesday 28 February 2017

QuickBooks users

A number of organisations wanting to upgrade their desktop version of QuickBooks have been in touch with us recently reporting that they are unable to buy more recent versions. Intuit, which develops QuickBooks, has subsequently confirmed that all desktop versions have been withdrawn from retail sale. We understand that QuickBooks 2017 Desktop will now be available only via download on a subscription basis.

QuickBooks Online (QBO) is already a subscription based service and remains unchanged. QBO can be obtained directly from us at a preferential fixed rate of £21/month with unlimited free support. Further information is available here.

We have just released a new introductory guide for QBO which can be downloaded for free from our website.

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Charity Commission newsletter

The Winter edition (no. 56) of the Charity Commission newsletter was issued earlier this month.  As ever, it is essential reading for trustees and all involved with or interested in charities. This edition includes items on:
• some key questions to help keep your finances in check
• guidance for safer giving for charities, relating to fundraising best practice
• summary of the Commisson's recent report on tackling abuse and mismanagement in the charitable sector

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Accredited E-learning - course registration open

WYCAS will be starting the next Level 3 accredited E-Learning course on Financial Practice and Procedures at the end of April.  It covers all the basics of good financial management and is suitable for trustees, finance workers, volunteer treasurers and anyone else in the third sector interested in developing their financial management knowledge and skills.

The feedback from our initial course has been very positive and there is a dedicated page on our website if you would like to know more detail about what the course or register an interest.

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March Finance Forum – guest speaker

We are delighted that Gareth Lewis will be our guest speaker at the next forum meeting on 21 March in Bradford. He specialises in supporting organisations in financial difficulty and will be running a practical session on spotting the early warning signs of problems, actions to take and the options and help available. From prior experience, it will be a very interesting and informative session! Gareth is also available for free advice and consultation.

You can find more general information about the Finance forum on our website or by contacting Dave Collins.  

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Governance support in Leeds

Kathy Faulks who has been an invaluable source of support to community groups in Leeds on governance issues retires from Voluntary Action Leeds (VAL) at the end of this month. VAL will continue providing governance support to small groups. In future, this will rely more heavily on on-line provision (so make sure you bookmark the governance pages of the Doing Good Leeds website) and will be supplemented by specific training courses, for example including how to set up a charity. (Happy retirement Kathy, you'll be sorely missed!)

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DIY Accounts in Excel workshop

We still have places available for the next workshop on Wed 22 March (1-4pm). Our free workshop gives you the tools (in the form of a free template) and confidence to set up a bookkeeping system on a spreadsheet. With just a small number of attendees per session, the workshop is an informal and friendly way to learn and is one of our most popular training events.  Please note, only Leeds based groups are currently eligible for these workshops due to funding conditions. If you would like further information or book a place please contact Claire Welling  

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HR support available

You may be aware that sadly, last autumn the Pay and Employment Rights Service (PERS) had to end their direct HR support to community organisations.   

A number of former PERS employees have subsequently joined together as Personalisehr to provide cost effective practical HR advice for the local not for profit sector. If you would like further information about support on any employment matter you can contact either Anne, Nazia or Sue at Personalisehr

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Our e-bulletin is issued on a monthly basis and sent directly to registered subscribers. It is also available from our website. Please note that information and resources contained in the e-bulletin are general in nature and not intended as specific advice or recommendations. We welcome any feedback on the content and format so that we can improve it and make sure it meets your needs. Please let us know  if you have any comments or suggestions.

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Our services

WYCAS provides a range of specialist services designed to meet the needs of the third sector:

• One to one support and training
• Preparation of year-end accounts
• Independent examination
• Financial training courses and workshops
• Computerising accounts
• Bookkeeping and management accounts
• Advice and information
• Bespoke consultancy projects

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