Children’s charity to streamline processes with new system

Monday 4th January, 2016

Caudwell Children, a charity dedicated to supporting underprivileged disabled children, has selected Advanced to provide its Exchequer software, as part of its strategy to drive efficiencies and become a paperless organisation by 2017.

The accounting system will streamline reporting and enable electronic Purchase Order processing to allow staff to spend more time on analysing data. The software will be used at the charity’s headquarters in Stoke-on-Trent, is due to go live this month.

Established in 2000, Caudwell Children has grown to become a national charity supporting over 20,000 disabled children across the UK, all of which come from disadvantaged backgrounds.

Currently invoices are sent in paper form and stored on-site, the new system will allow POs to be generated electronically and emailed to suppliers. With many POs being created for each child supported by the charity, it is estimated this will save around 1,500 pieces of paper every month.

Staff will be able to easily monitor the budget allocated to each child for their support as each time a PO or invoice is raised, it will instantly update. An email will automatically be sent to staff to tell them when a child’s funds reach a certain level, so that they can then inform the family. Currently, employees need to manually check a spreadsheet to find this out.

Garry Medlock, CFO, Caudwell Children, says, "By automating processes, and moving away from spreadsheets to electronic document management we will be able to spend less time producing data and more time analysing it. We will also have access to more accurate and up-to-date information. This will enable us to better support management decisions and increase efficiency throughout the organisation."