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The challenge
“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.
“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.
“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.
- Advocacy from other Wildlife Trusts already using Xledger
- A desire to enhance remote capabilities, following a move to remote working that had already happened
- Fund management capabilities
- Supporting the wider team to take more ownership of their finances, reducing reliance on one finance manager
- Keeping track of data more easily
- Managing expenses, income and expenditure
Good selection
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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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.
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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.
Yellow small no image
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.
Turquoise large no image
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.
Turquoise medium no image
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.
Turquoise small no image
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.
Blue large no image
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.
Blue medium no image
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.
Blue small no image
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.
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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.
Dark blue medium no image
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.
Dark blue small no image
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.
Dark blue medium with image
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.
Yellow medium with image
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.
Turquoise large with image
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.
Proven Success
Strong customer success stories
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Proven Success
Strong customer success stories
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Proven Success
Strong customer success stories
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Proven Success
Strong customer success stories
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Proven Success
Strong customer success stories
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Our Solutions
Resource overviewFast, accurate and automated expense management
Any organisation that automates and integrates its expense management processes can capture spending from its employees, plan and make spending decisions based on accurate data, reimburse employee expenses more quickly, and simplify the expense claim process for everyone.
- View and route expense approvals through paperless workflows
- Link expense categories to GL accounts
- Create expense templates for recurring expenses
Our Solutions
Solutions of usWorkflow
Any organisation that automates and integrates its expense management processes can capture spending from its employees, plan and make spending decisions based on accurate data, reimburse employee expenses more quickly, and simplify the expense claim process for everyone.
- View and route expense approvals through paperless workflows
- Link expense categories to GL accounts
- Create expense templates for recurring expenses
Their solutions
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Empowering Women in Sport: A Partnership with Bristol Bears Women
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Empowering Women in Sport: A Partnership with Bristol Bears Women
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If you would like to know more about Xledger and speak to one of our product consultants, please complete the contact form. A member of our team will contact you within 24 hours to discuss your requirements and to answer any questions you may have.
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Empowering Women in Sport: A Partnership with Bristol Bears Women
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Empowering Women in Sport: A Partnership with Bristol Bears Women
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Empowering Women in Sport: A Partnership with Bristol Bears Women
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If you would like to know more about Xledger and speak to one of our product consultants, please complete the contact form. A member of our team will contact you within 24 hours to discuss your requirements and to answer any questions you may have.
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Empowering Women in Sport: A Partnership with Bristol Bears Women
Xledger proudly supports Bristol Bears Women, standing up for female empowerment in sport.
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If you would like to know more about Xledger and speak to one of our product consultants, please complete the contact form. A member of our team will contact you within 24 hours to discuss your requirements and to answer any questions you may have.
Empowering Women in Sport: A Partnership with Bristol Bears Women
Xledger proudly supports Bristol Bears Women, standing up for female empowerment in sport.
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Producing management accounts is now much, much quicker. Year-end processes are also much smoother. Bearing in mind we’d only been live a few months, it’s still so much quicker than last year.
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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.
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.
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