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

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

To provide an overview of Financial standards in school, budget planning, funding from the Local Authority, CFR and Benchmarking. To look at expected Expenditure and Income and where to budget. Management of school surplus balances and budget deficits. Finally, an overview of the Collaborative Planning, Budget Setting Model which is used by maintained schools to set their budgets

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.

A 10% discount is applied for Schools who purchase Modules 1, 2 and 3 at the same time.

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 School Finances, 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.

About this event

FOR MAINTAINED SCHOOLS ONLY

For new 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 go through the Debt recovery process.
We also provide an overview of electronic payment systems like Payments4Schools and Parent Pay.

A 10 % discount is applied for schools who Purchase Modules 1, 2 and 3 at the same time.

About this event

Ideal for school-based attendance leads/officers. The attendance network surgeries ensure school-based attendance staff are kept up to date with the most current guidance and statutory duties to maximise their impact in improving school attendance and reducing persistent absence.
The network surgeries provide a forum to assist with staff professional development, the sharing of best practice and an opportunity to network with colleagues.

The Session will:
• deliver national and regional updates
• assist in the CPD of school-based attendance staff
• provide practical, themed hints and tips
• ensure attendance staff are up to date with the latest legislation and attendance guidance
• aid self-evaluation through discussion
• provide opportunities for best practice discussion
• provide Q and A opportunities within each surgery session

Trainer - Michelle Fowler

This Attendance Surgery is FREE to those Schools who have purchased the Attendance Network Surgeries SLA on eStore. For those schools who have not purchased the SLA, the cost is £65 per delegate.

About this event

FOR MAINTAINED SCHOOLS ONLY

For new 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.

A 10% discount is applied to schools who purchase Modules 1, 2 and 3 at the same time.

About this event

FOR MAINTAINED SCHOOLS ONLY

The course will provide an overview of SFVS which was updated by the DFE April 2019. 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.

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.