Alex Hartley


How to Use Xero Accounting Software for Charities and Non-Profits

A group of people packing boxes in an office for a non-profit organization.
Xero Helps Your Non-Profit Manage Your Finances

Introduction: The Growing Need for Cloud Accounting Software in Charities

Welcome to JacRox, a brand division of Jack Ross Chartered Accountants in Manchester. We are dedicated to offering expert Xero services to a wide variety of clients, from sole traders to large corporations. If you are in need of state-of-the-art cloud accounting software, use the contact form on the right and one of our JacRox team will be in touch to discuss next steps.

Choosing the right accounting software can make all the difference in the charitable sector. Charities require a unique set of financial reporting that is different from businesses. Xero’s cloud accounting software offers a complete solution for your charity or non-profit organisation. If you are in the market for accounting software for charities, Xero should be at the top of your list.

Why Choose Xero: A Software Designed for Charities and Non-profits

When it comes to accounting software for charities and non-profits, Xero stands out for several reasons:

  • Ease of Use: It is easy to use, even if you’re not familiar with accounting.
  • Customisation: Xero quickly adapts to the specific needs of your charity or non-profit organisation.
  • Real-Time Financial Information: Get instant insights into your donation receipts, expenditure, and budget.

Xero vs. Other Accounting Software Packages

When comparing Xero with other software like Sage and QuickBooks, Xero offers unique benefits tailored for charity accounting. For example, Xero’s cloud-based accounting software enables real-time collaboration between accountants and bookkeepers, a feature often missing in other accounting packages.

Key Features: Why Xero is the Best Accounting Software for Charities

Streamlined Bookkeeping

  • Fund Accounting: Xero allows charities to manage and track funds separately, including fund accounting.
  • Invoice Automation: Automate the invoicing process, saving time and effort.

Budget and Financial Reports

  • Budgeting Tools: Set weekly and monthly budgets to keep your organisation’s expenditure in check.
  • Financial Reports: Generate reports that give board members and stakeholders the information they need.

User-Friendly Dashboard

  • Ease of Use: With Xero, it’s easy to use the dashboard to access your accounts and reports.
  • Quick Access: Quickly and easily access all amounts of data related to your charity.

The Jack Ross Team has been an absolute delight. Professional, nice and fast during the Audit procedure. Thank you Jack Ross Team.

Very good service from the Jack Ross Team. They gave us good advice and completed a very efficient audit. They have a friendly and competent team. I would surely recommend them.

Brilliant service from the Jack Ross team in setting up several companies in very quick time, along with providing associated accountancy advice. Can recommend wholeheartedly as a leading accountancy practice with a can-do attitude.

Dan Gazzard 25/02/2022

First class service for many years from a first class team. Highly recommended. Prompt, commercially aware, personable.

Been using Jack Ross for a number of years. Good clear advice and nice people to do business with.

Jack Ross is based in Manchester and provides tax planning and Xero accounts. They are a long-standing and well-regarded firm with an excellent reputation. They provide their clients with exceptional service and a wealth of advice. I have no hesitation in using their professional services.

aj shelton 22/12/2021

Jack Ross has been my accountants since I set up my business in 2016. From the outset I was helped with advice, support and encouragement. I cannot commend them highly enough. Always on hand to answer any question and responsive to any changes in the economy which might concern their clients. I don’t have to worry about the financial side of my business as all of that is taken care of and dealt with by Umar and the brilliant team. If you are looking for a top class accountancy firm which maintains the personal touch they are for you!

I would recommend this account, knowledgable and helpful

syra bano 16/11/2019

I can confidently recommend Jack Ross Accountants. They are continually improving their service, greatly benefiting our company as well as me personally. The team at Jack Ross have helped suggest and set up innovative accounting software, adding training and support. This alone has been a massive step towards having more control and understanding of our company finances.

J 13/08/2018

We have enjoyed a solid and constructive relationship with JackRoss and Can highly recommend them for accountancy services.

We have been working with Jack Ross for over two years and the service has been fantastic. They have a great and knowledgable team who have taken good care of us and our accounts.

Meeting to review annual accounts and discuss future plans. Very productive as they definitely talk my language - on reflection probably the best such meeting in recent years. Many thanks Umar and Jamie

Jack Ross has serviced my Personal Tax requirements for the last 5 years. During some complicated challenges their advice was excellent and the customer service second to none and left me with no doubt all was in hand.

Following a recommendation, I have used Jack Ross for all my accounting needs (including payroll) since the inception of my business over 12 years ago. The relationship has been completely hassle free and I greatly value their service, which goes well beyond preparation of accounts. Their tax planning advice has been really helpful and I have always felt that they have ‘got my back’. Can’t recommend them enough.

We have finally found the Accountancy firm that we have been looking for! We switched over to Jack Ross towards the end of last year and from the very first contact to the recent submission of our end of year accounts the service provided has been fantastic and has easily exceeded our expectations. Thank you!

oliver kirk 22/03/2018

Excellent service; very helpful people and work done much quicker than I expected.

Paul Clark 29/09/2017

I have used Jack Ross as my accountants for a number of years. Their service is professional and accurate. They deal with queries promptly and I can always get hold of the person I need to speak to. Their digital product has made a big difference to the efficiency of my business. I would not hesitate to recommend them.

Benjamin 22/02/2017

Jack Ross have been my family and business accountants and financial advisors for over 50 years. The delivery of services is second to none and i would recommend them to anyone. We have also built up great friendships over the years, above and beyond that of a normal business relationship which i value greatly.

Rob Cowan 22/02/2017

We have been looked after by jack Ross for a number of years. They have given us fantastic tax advise and helped our company grow from strength to strength. A & f

Fee Munshi 16/02/2017

Excellent advice and an understandable explanation of a very complex area of tax and corporate law which other (so called) advisors managed to totally confuse me. Thank you.

I have had a relationship with Jack Ross for several years and continue to be impressed by the proactive support and diligent advice received across the breadth of the firm. Excellent at signposting.

Holly Jones 14/02/2017

Jack Ross have acted for our law company for over 5 years and have been professional, prompt, and knowledgable in all aspects of our dealing with them.

Migrating to Xero: Transitioning from Existing Accounting Software

If you are considering switching your software to Xero from another accounting solution like Sage, the Xero migration process is straightforward. Xero offers a free trial, making it easy for charities in the UK to test the software before making a full transition.

Xero Support: Help When You Need It

  • Online Chat and Phone Support: Xero offers support through phone and online chat.
  • Extensive Community: Xero’s own community forum offers additional resources for users to manage their accounts better

Summary: Xero as the Ultimate Accounting Software for Your Charity

Xero provides a cloud-based accounting solution designed explicitly for trusts, registered charities, and not-for-profits. From easy-to-use features to advanced functionalities like fund accounting, Xero covers all the bases when it comes to charity accounting. With Xero, you have a tool that not only meets the accounting needs of your charity or non-profit but also helps you streamline operations for greater efficiency.

Ready to improve your financial management with Xero? Fill out the contact form below and a JacRox team member will be in touch to guide you through our cloud accounting services.

Alex Hartley
A smiling woman sitting at a table with a laptop.
Call back form

Speak to a Xero Expert Today!

Take advantage of harnessing the full potential of Xero for your business. Whether you're a start-up, a thriving SME, or a larger enterprise, our Xero-certified accountants are ready to guide you through every step. Please fill out the form below, and let's begin your financial transformation.

Request a Call Back Now to get access to Xero experts 

Xero is specifically designed to meet the unique accounting needs of charities and non-profits. It offers features like fund accounting, real-time financial reports, and VAT management, making it the top choice for charity accounting in 2023.

Transitioning to Xero is straightforward, even if you’re currently using another accounting software like Sage or QuickBooks. Xero offers a free trial, making it easy to test the software before fully committing.

Xero stays up-to-date with the latest tax digital compliance requirements, ensuring that your charity or non-profit organisation meets all legal obligations. Its features simplify VAT management and other tax-related tasks.

We were instantly impressed with their approach to accountancy

Mark Moppet | Managing Director

JacRox is transformational, saving us hours a week in mundane tasks, making life easier.

Duncan Ogilvie | Managing Director

On every occasion we’ve sent an enquiry they’ve been straight back to us with an answer

Paul Mulderrig | Managing Director

Providing an
outstanding client

Xero businesses we’ve helped achieve great things

Call back form

Speak to a Xero Expert Today!

Take advantage of harnessing the full potential of Xero for your business. Whether you're a start-up, a thriving SME, or a larger enterprise, our Xero-certified accountants are ready to guide you through every step. Please fill out the form below, and let's begin your financial transformation.

Request a Call Back Now to get access to Xero experts 

Get a Personal Consultation


Jack Ross Chartered Accountants, Barnfield House, The Approach, Manchester, M3 7BX

Open Hours

Monday-Friday 8:30 am - 5 pm

Related Articles