Finance Year-End process for 2025

It’s amazing how quickly the Year-End financial process seems to roll around! One minute we’re going into autumn, and the next we’re thinking about festive celebrations. Then, as soon as the jollity’s over, the Year-End finance process for groups is upon us — with its deadline of 31 January.

Whether you’re a new Finance Volunteer, or an old hand, we want to make the process clear and manageable for you. And to provide any support you might need.

Completing the Year-End finance process for groups

We've created a document which summarises the steps you’ll need to follow if you’re a Finance Volunteer or Group Coordinator (or the Coordinating Team Member who will authorise Year-End documents if your group doesn’t have a Group Coordinator).

Find the Year-End process document here.

Supporting you

To help support the Year-End process, we’ll be running drop-in support sessions on Zoom, starting at the end of November and continuing through December. Any Coordinating Team member is welcome to attend one of these. We’ll discuss the process, show you how to access and use the systems, and answer any questions you may have.

November

• Monday 17 Nov: 11am–12pm
• Wednesday 19 Nov: 6pm–7pm
• Thursday 20 Nov: 12.30–1.30pm
• Monday 24 Nov: 11am–12pm
• Wednesday 26 Nov: 1pm–2pm

December

• Wednesday 3 Dec: 6pm–7pm
• Thursday 4 Dec: 1pm–2pm
• Monday 8 Dec: 1pm–2pm
• Wednesday 10 Dec: 2pm–3pm
• Thursday 11 Dec: 10am–11am
• Monday 15 Dec: 2pm–3pm

These sessions will all use the following Zoom link:

https://us02web.zoom.us/j/84510204247?pwd=a3I1blYxNXRXMk5SVWd6NW9JQ2pxdz09

Meeting ID: 845 1020 4247
Passcode: 67854858

We also have some video guidance here for you to access as and when you need it, to help remind you about each step of the process.

If you have any queries about anything to do with the Year-End process, and the steps described above, please don’t hesitate to contact our friendly team on [email protected].

Thanks!

Thanks, as always, for all your hard work managing your group’s finances and ensuring that people can access vital support and services locally.