Minimum Categories in the Performance Report (for Tier 3 and 4 Charities)

Recording of the webinar held on 25 May 2017

Under the new reporting standards for Tier 3 and Tier 4 charities, revenue/receipts and expenditure/payments must be reported according to certain minimum categories. In this webinar we will cover:

  • What are the minimum categories and what is the rationale for each category?
  • How to determine which category to record items under
  • Guidance on breaking down and renaming the minimum categories
  • A chance to ask questions

On completion of the webinar, you will understand how to use and present the minimum categories and how to apply them to your own charity.

View the handout for the webinar here. [PDF, 230 KB]

Links to useful resources [PDF, 124 KB]

View the webinar transcript here [PDF, 384 KB]

Webinar 03 image (external link)

Click the image above to view the recording.