Replace Excel Charities
Sector guides
Replacing Excel in Charities
Browse process-specific guides for this sector. Each guide looks at the operational workflow, where spreadsheets may become awkward and what a suitable replacement could involve.
Asset Tracking
Replacing Excel for Asset Tracking in Charities
Practical guidance for replacing Excel for asset tracking in charities, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Complaints Handling
Replacing Excel for Complaints Handling in Charities
Practical guidance for replacing Excel for complaints handling in charities, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Expense Claims
Replacing Excel for Expense Claims in Charities
Practical guidance for replacing Excel for expense claims in charities, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Invoice Approval
Replacing Excel for Invoice Approval in Charities
Practical guidance for replacing Excel for invoice approval in charities, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Purchase Order Approvals
Replacing Excel for Purchase Order Approvals in Charities
Practical guidance for replacing Excel for purchase order approvals in charities, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.