School Finance Training - Module 3 - Reporting and House Keeping

Event/course Code SCH/22/308
Event/course type Course

An essential course for new E5 users to assist them with reporting to leadership and governors. This includes how to run CFR format reports, Transactions by Account code and the Governor Template. The course includes an overview of Virements and Journals. We also go through the importance of housekeeping tasks such as checking central charges, salary reconciliation, monitoring commitments which are all essential for accurate budget monitoring and are an audit requirement and should be carried out monthly.

Cost: £139 + VAT

Trainer: Lesley Brewer, schools finance team
Training Objectives Target Audience: New Finance Staff
• 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 
Event/course administrator Workforce Support (
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SessionSession DateSession TimeSession VenueMap
Session 1Monday 26 September 202209:30 - 12:30Virtual Delivery

RoomMicrosoft Teams