Switching Company and Shared Master Data
Switch company in Aedon.Accounting when you keep accounts for more than one organisation, and see which master data is shared between companies.
Importing Transactions with Upload Templates
Import sales and purchase invoices, credits, payments on account, journals and master data into Aedon.Accounting from a spreadsheet upload template.
Translating Aedon.Accounting
Translate Aedon.Accounting into your users' languages: set each user's language and translate the Aedon labels with the Salesforce Translation Workbench.
Managing the Chart of Accounts
Manage your chart of accounts in Aedon.Accounting: create, rename, renumber and deactivate nominal codes, and set the fields that drive your reports.
Getting Started with Aedon.Charities
Get started with Aedon.Charities: the app's tabs, funds as an analysis code, SORP classifications on nominal codes and what you need to claim Gift Aid.
Gift Aid Declarations and Eligible Products
Record a donor's Gift Aid declaration on their contact and mark donation products as eligible, so their donations can be included in a Gift Aid claim.
Donor Gift Aid Statements
Create a Gift Aid statement PDF for a donor from the Donor Activity tab, listing their donations, tax claimed and gross gift for a UK tax year.
SORP Reports: SoFA and Balance Sheet by Fund
Find and run the charity SORP reports in Aedon.Accounting: the Statement of Financial Activities (SoFA) and balance sheet by fund, in the SORP report folder.
Choosing the Right VAT Code: UK Charities
How to pick VAT codes for UK charities on the 2026 codes: donations and Gift Aid, free activities, shared overheads, common miscodings and corrections.
