WYCAS Services

Good Practice Guides

Currently we provide 10 Good Practice Guides on a range of subjects relating to good financial management in the voluntary sector. All the guides are available free of charge to any voluntary/community organisation in West Yorkshire and can be obtained by sending in a request form.

Number	Tick to request	Good Practice Guide
1		Dealing with cash* A detailed step by step guide to ensuring that your petty cash tin always balances! It also deals with what to do with cash income.
2		Financial Procedures* A set of rules that your organisation can use as a model in order to prevent error and fraud.
3		How to do a bank reconciliation* A bank reconciliation is an essential part of any good book-keeper's toolkit. This guide takes you through the process and also provides a blank reconciliation form.
4		Book keeping* This guide is aimed at organisations who use manual books rather than a computerised accounts package. Example book-keeping sheets and authorisation forms are included in the guide
5		Insurance for Voluntary & Community Groups Every voluntary organisation should consider what insurance it needs from the outset. This guide takes you through the different types of insurance that you should consider
6		Quick books (accounting package) - A starter Guide Quickbooks is an accounting package that many voluntary organisations use. This guide introduces you to the package and provides information on how to get started.
7		Charity Registration It is a little-known fact that if an organisation has wholly charitable objectives and a turnover of more than Ł1000 it is legally obliged to apply to the Charity Commission for charitable status. This brief guide takes you through the benefits of registering
8		Beginner's Start-up Guide to Excel Spreadsheets for Finance This guide introduces you to how to use a spreadsheet for finance; it is aimed at real beginners.
9		The Role of the Treasurer If you have just taken over as treasurer and do not know what you are supposed to do, this is the guide for you. It also provides a checklist of financial tasks.
10		Getting ready to have your Annual Accounts checked This guide helps to take the sweat out of getting things ready for your accountant at the end of the year. It includes a checklist of documents that the accountant may wish to see
11		Gift Aid Guide
12		Becoming a Company Changing from being unincorporated to being incorporated: the transfer of assets and liabilities
13		Reserves
14		Expenses A guide to paying expenses to employees, volunteers and your management committee.
15		QuickBooks - Procedure Timetable A checklist and advice on jobs that you should be doing on QuickBooks, when they should be done and some things to look out for.
16		Restricted Fund Accouting A look at the difference between restricted and unrestricted funds and how to account for them.
17		SAGE Line 50 - A Starter Guide A basic introduction to SAGE Line 50
18		QuickBooks - Basic Procedures A guide looking at regular bookkeeping jobs, reconciliations and creating budgets.
19		SAGE Line 50 -Advanced A guide looking at Customers, Invoicing, Suppliers and Budgets on SAGE Line 50.
20		QuickBooks - Basic Procedures 2 A guide looking at items and invoicing, receiving payments and reprots and statements.
21		VAT for small charities and voluntary organisations An introductory guide to VAT, looking at VAT categories, reliefs available and recovery of VAT.
22		Money Management for Community Groups A guide to financial planning, control and management for smaller voluntery and community organisations, covering budgeting, bookkeeping, financial rules and annual accounts. HARD COPY ONLY.
23		Budgeting Budgeting
23		Financial Difficulties and Insolvency A guide on how to spot and deal with financial difficulties and how to prepare and deal with Insolvency

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Language: Only items marked * are available in Bengali, Punjabi and Urdu.	English Bengali Punjabi Urdu
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