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“Our main financial challenge was keeping track of restricted funds for our funders. We are given a certain amount of money for a purpose or project, and must record spend against that in order to report back”. Restricted funds can be particularly challenging; so HWT were looking for a system that could clearly portray all expenditure for these funds.
Given the existing experience with Xledger, Amanda’s selection process was relatively straightforward. However, while there was a clear steer towards Xledger, Amanda needed to confirm 100% that the system could do what was needed for Herefordshire Wildlife Trust. Their primary decision criteria was for “a software that was agile in its reporting. Trustees often want information in different ways, so we wanted a way to easily pull data.”
Once Xledger had proved it was able to fulfil our criteria, HWT began the process of implementation. “We had an initial chat with your consultant, Fleur, and then kicked off in December. We’d already seen the system for other Trusts, so knew it would work for us.”
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Proven SuccessAccountancy ExpertiseAccountancy ExpertiseCareers and SecuritySign up to our newsletterContact UsFront pageA Herefordshire that is “richer and more diverse in wildlife, bringing its people closer to nature” is the vision for this charity, which works with over 300 volunteers, for some 5,800 members.
A Herefordshire that is “richer and more diverse in wildlife, bringing its people closer to nature” is the vision for this charity, which works with over 300 volunteers, for some 5,800 members.
A Herefordshire that is “richer and more diverse in wildlife, bringing its people closer to nature” is the vision for this charity, which works with over 300 volunteers, for some 5,800 members.