Harlequin CRM | Accounting

Money comes in via a variety of ways but can also flow freely in the opposite direction. Harlequin Fundraising enables you to easily account for all income whilst maintaining a tight control of expenditure.

  • Record all donations received for campaigns, events, promotional merchandise, and collections
  • Produce receipts, tickets where appropriate and thank you correspondence
  • Account for all pledges, gifts in kind, sponsorships, standing orders, and payroll giving
  • Import donations from web giving
  • Register all Gift Aid and automatically produce Inland Revenue schedules
  • Set administration budgets
  • Record all expenditure covering events, promotional stock, staffing requirements, volunteer expenses etc
  • Export financial details to your accounts administration
  • See at a glance the current position of each campaign, event, tribute fund etc.

Harlequin also provides Harlequin Charitable Accounting, a full accounts package (sold separately), tailored to SORP 2005.