Templates and guidance for creating a financial procedures manual that will provide a framework for managing your organisation's finances.
How to use NCVO's financial procedures manual template
Read through all our detailed guidance before completing your financial procedures manual.
Guidance for using NCVO's financial procedures manual templates
Guidance for using NCVO's financial procedures manual templates
Guidance for using NCVO's financial procedures manual templates
Guidance on reserves policies for your charity
Incorporating conflicts of interest into your financial procedures manual
A basic building block of internal control
Putting together a properly costed plan, and then using it to monitor progress
Policy and insight manager Sam Mercadante considers the implications of the Autumn Statement for charities
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Find out what makes charity finance different and how to plan appropriately
Internal controls are the things you do to help manage the risk of an error or a fraud
How to be aware of the risk factors relating to fraud and take steps to protect your organisation.
The difference between audits and independent examinations and how to prepare for both
The basic principles of bookkeeping are the same for charities as for other organisations, you just need to be aware of the slightly different emphasis and the need to keep restricted funds separate.
Guidance on creating a financial strategy and what you need to include
A pre-built spreadsheet that calculates your income percentages when you input your current funding and future targets
How to create budgets, cashflow forecasts and understanding the cashflow process