About this event

FOR MAINTAINED SCHOOLS ONLY

An essential course for new E5 users for an overview of School Finances. Which includes creating suppliers, purchase order processing and enquiries, goods receipting and enquiries, processing invoices, attaching scanned invoices.
You will also be shown how to run Accounts Payable reports to investigate invoice status and how to deal with held invoices.

Cost: £139 + VAT
Trainers: Debbie Storey - Schools Finance Team

About this event

FOR MAINTAINED SCHOOLS ONLY

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

About this event

FOR MAINTAINED SCHOOLS ONLY

An essential course for new E5 users or existing users who will be undertaking accounts receivable processes. This includes creating customers, creating sales invoices and credit notes and processing income entry through the Cash receipting transaction. A member of the Accounts Receivable team will also attend to help you understand the Debt recovery process.

Cost: £139 + VAT

Trainer: Lesley Brewer, Schools Finance Team

About this event

FOR MAINTAINED SCHOOLS ONLY

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

About this event

FOR MAINTAINED SCHOOLS ONLY

Provide the knowledge and principles to assist in the role in school financial administration. It is recommended that all new finance staff attend. Existing finance staff are also welcome to attend for reassurance that they are following best practice.
The course will cover Roles and responsibilities, Finance policy, Schools Financial Value Standard (SFVS), School Funding, virements, monitoring and reporting, purchasing controls and responsibilities, Income controls and responsibilities including collection and banking, Inventories and safeguarding assets, overview of school funds, and an overview of Imprest accounts.

Cost - £277 +VAT
Trainer: Lesley Brewer / Rob Phillips Schools Finance Team

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

Cost: £139 + VAt
Trainers - Sian Killoran and Gerry Sutton-Harris, Schools Finance tea

About this event

FOR MAINTAINED SCHOOLS ONLY

The course will provide an overview of SFVS. Although SFVS is primarily aimed at Governors, the Financial Management and standards that it promotes are applicable to all staff involved in school finance. We will cover the Governor evaluation process, who is involved, a discussion around the 29 components of the evaluation and examine the SFVS dashboard.

Cost: £139 + VAT
Trainers - Caroline Brand and Rob Phillips, Schools Finance team

About this event

FOR MAINTAINED SCHOOL GOVERNORS ONLY

This session will provide an understanding of financial management in schools. It is recommended that all new finance governors attend. The course will include links to the 'Schools Financial Value Standard' (SFVS), overview of School Funding, roles and responsibilities of Governors and School Staff, financial planning and budget setting, budget monitoring and reporting, Consistent Financial Reporting (CFR) and Benchmarking, value for money (purchasing & resources), and processes and Controls (audits, systems, inventories etc.).

Cost: £139 + VAT
Trainers: Caroline Brand and Rob Philips, Schools Finance Team

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.

Cost: £97 + VAT
Trainers: Lesley Brewer - Schools Finance team

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.

Cost: £139 + VAT
Trainer: Debbie Storey - Schools Finance Team