Using Xero to generate annual donation receipts

What is Xero?

Xero is one of the world’s best online accounting systems for charities, small businesses, other entities.

∙ It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.

∙ Your bank statements are automatically imported and categorized, letting you see your cash flow in real time.

∙ Invite your team and accountant for no extra cost and work together on financials. You can collaborate over your up to date numbers.

∙ Xero has all you need to run your charity – including invoicing, paying bills, GST returns, reporting and much more.

 Find out more or try Xero Accounting Software for free.

What is Donation Manager?

Integration with Xero means you can quickly generate good looking annual donation receipts using your reconciled donation transactions. These receipts comply with IRD and Charities Services legal requirements.

Import your donation account transactions from Xero ready to match to contacts.

If Donation Manager can’t automatically assign a contact to a transaction, match them using our intuitive interface.

See all your donation transactions for the year and quickly alter them if necessary.

Our clear and simple contact details page lets you view and add important details.

Use our on-screen letter editor to design how your receipts will appear. Alternatively, you can use our pre-populated form based on IRD and Charities Services legal requirements.

Publish your end of year donation receipts into PDF files. These can then be posted or emailed to your donors!