School Finance Training - Overview and reporting for New Authorisers

Event/course Code SCH/22/306
Event/course type Course

This course is essential for new Head teachers or Business Managers who will be authorising in E5 and will cover reporting and monitoring.
The course includes an overview of E5, explaining the chart of accounts and CFR, and shows how to release purchase orders and held invoices on the system.

We also cover the reporting transactions including – CFR, Transactions by Account code, Governors template, Accounts payable and Accounts Receivable reporting.

Plus we will outline the housekeeping tasks that should be carried out by the school so that accurate budget monitoring can be carried out.

Cost: £139 + VAT
Trainer: Sian Killoran - Schools Finance Team
Training Objectives Target Audience: Head teachers/Business Managers
• Duration: Half a day
Learning Outcomes
Tutors Schools Finance Trainers
Subjects Finance
Key Stages
Early Years / Foundation No KS1 No KS2 No KS3 No KS4 No KS5 No 11-19 No 
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SessionSession DateSession TimeSession VenueMap
Session 1Tuesday 13 September 202213:00 - 16:00Virtual Delivery

RoomMIcrosoft Teams