About this event

FOR MAINTAINED SCHOOLS ONLY

This course is aimed at school finance staff who have been using E5 for a while although new users are welcome. The aim of the course is for you to be able to find your way around E5 more efficiently and to get you to the right destination by the quickest route. We cover the main areas of E5 including – General Ledger Reporting, Order Management, Accounts Payable, Accounts Receivable & Sales Invoice Reports and Housekeeping. There are so many hints and tips that we would like to share, including how to save your favourite reports, code switch to see names of Nominals and quick access to reports and transactions.

About this event

FOR MAINTAINED SCHOOLS ONLY

It is essential that all schools carry out Budget Monitoring on a monthly basis. This course will ensure you have the necessary skills to complete the budget monitoring through Collaborative Planning. The course will include –
• What is Collaborative Planning
• Who will use Collaborative Planning
• Navigating round the homepage
• Navigating around the monitoring model
• Entering data
• Salary calculator
• Running a Governors template report
• Submitting your return

About this event

FOR MAINTAINED SCHOOLS ONLY

To provide a complete overview of the Imprest Account process and how this integrates with the E5 system. Schools will receive practical instruction and be guided on both theoretical aspects, whilst also being able to see the process displayed on E5 itself. The course will explain the purpose of the Imprest Account, administration, and security, making purchases and obtaining receipts, accounting for VAT, reconciliation, and completing claims.

About this event

FOR MAINTAINED SCHOOLS ONLY

To provide an overview of the administration and audit requirements to run your school fund. This will cover a definition of school funds, responsibility and control, general management of school funds, appropriate expenditure, VAT procedures, accounting & auditing requirements, insurance and school fund packages.