Training icon

Training / Event Details

training

SIMS FMS 5 - Monthly Reconciliation and Budget Adjustments

SIMS FMS 5 - Monthly Reconciliation and Budget Adjustments

Outline

This full day course is for newly appointed finance officers or existing FMS users who need to understand the importance of regular reconciliation, monitoring of the budget and reporting to the Headteacher and Governors. The termly reconciliation process undertaken in July/September, December/January and March are covered in a separate course.

This course is only suitable for Havering maintained schools*. No previous knowledge of FMS is required but an understanding of school budgets would be desirable.

Description

This session will cover the following:
  • Adding bank statements and reconciling them logging on to your own system
  • Producing all reports to complete the reconciliation process
  • Completing the monthly return to the LA
  • Using the outputs from FMS and the Salary Calculator to effectively monitor the profiled budget
  • Design school specific profile models
  • Budget adjustments
  • Using the Audit Trail

Programme

Day 1: 14/10/2019 | 09:30 - 15:30

Title:
Venue: LMS Training Room, Bower Park Academy, Romford, RM1 4YY
Trainer: Sue Dungate, SIMS Support Officer
  • Lunch - Plain Salad Box Details
  • Lunch - Cheese Salad Box Details
  • Lunch - Ham Salad Box Details
  • Lunch - Tuna Salad Box Details
  • Lunch - Mexican Tuna Salad Box Details
  • Lunch - Prawn Salad Box Details
  • Lunch - Plain Salad Baguette Details
  • Lunch - Cheese Salad Baguette Details
  • Lunch - Ham Salad Baguette Details
  • Lunch - Tuna Salad Baguette Details
  • Lunch - Mexican Tuna Salad Baguette Details
  • Lunch - Prawn Salad Baguette Details
  • Lunch - Plain Salad Wrap Details
  • Lunch - Cheese Salad Wrap Details
  • Lunch - Ham Salad Wrap Details
  • Lunch - Tuna Salad Wrap Details
  • Lunch - Mexican Tuna Salad Wrap Details
  • Lunch - Prawn Salad Wrap Details

Outcomes

By the end of this course delegates will be able:

  • to complete a monthly reconciliation of FMS
  • run reports for monitoring the budget,
  • and use the salary calculator.

Booking Information

Terms and Conditions (Please see full details uploaded on course page)
3 working days’ notice of cancellations is required prior to the scheduled date of a course.
Turning up at a course without prior booking will incur the full course fee plus a £25 admin charge per delegate
Non-attendance at courses displayed with no stated price will incur an admin charge of £25

Audience

Administrative Staff and Bursars & Business Managers

14 Oct 2019 09:30 - 15:30

Closing date: 10/10/2019
(requires login)
SIMS Support Service (LMS Team)
Contact Provider Arrow down

Date and Time

14 Oct 2019 09:30 - 15:30

Venue

LMS Training Room, Bower Park Academy, Romford, RM1 4YY

Trainer

Sue Dungate
Loading gif