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FMS New Finance User Course for Chequebook Schools 10th & 18th September 2019

FMS New Finance User Course

Outline

Our 4 day training course is designed for new finance staff using the Sims FMS finance package.

Description

Our 4 day training course is designed for new finance staff using the Sims FMS finance package. The first two days are held at Shire Hall and the third day is held at the school. A further fourth day is held 5 - 6 months later (date to be arranged) at Shire Hall again to reinforce the training and as a revision on some of the less routine tasks. The training at Shire Hall is provided by one our Principle Accounting Advisors (PAA's) and the third day will be provided by the school's assigned PAA. Your PAA will be in touch to arrange a date to complete this final training day.
The training will cover the following

Day One

Overview of school budget
Order Processing
The Chart of Accounts Review
FMS6 General Ledger set-up
Ledger Codes / Cost Centres
Accounts Payable
Supplier Database
Invoice/Credit Note Processing
Cheque Processing
BACS (briefly)

Day Two

Sims Personnel Module
Service Terms & conditions, Contract Details, Financial sub-groups
VAT
Petty Cash
FMS6 Commitments for Supply Costs
Cash Security
Sources of Income
Banking
Journals

Day Three

Payroll Reconciliation Print
Bank Reconciliation
Tracking Errors
Reports & Reviews

Day 4
Budget Monitoring
Budget Allocations
Journals
Other less routine tasks

In addition it is a requirement to purchase 4 FSO (Finance Support Officer) new user visits at £143 per visit (3 hours), to support the new user through the first months of the job.

Please note: As the third days training takes place in school, a quiet environment away from disruptions and telephone calls, with access to a computer with FMS and Sims installed, needs to be available for this day.

Programme

Day 1: 10/09/2019 | 09:30 - 16:30

Title: FMS New Finance User Course for Chequebook Schools 10th & 18th September 2019
Venue: Shire Hall for the first 2 days and then on School Site for the third day and a fourth day 6-9 months later for refresher/booster day.
Trainer: Assigned PAA from Area Finance Office, PAA

Day 2: 18/09/2019 | 09:30 - 16:30

Title: FMS New Finance User Course for Chequebook Schools 10th & 18th September 2019
Venue: Shire Hall for the first 2 days and then on School Site for the third day and a fourth day 6-9 months later for refresher/booster day.
Trainer: Assigned PAA from Area Finance Office, PAA

Outcomes

By the end of day 2 a delegate will have a basic understanding of school finances and appropriate skills to use FMS. Day 3 and Day 4 along with additional FSO visits will consolidate this knowledge.

Audience

New finance staff of Chequebook School using FMS finance system, LA Maintained or Academies

10 Sep 2019 09:30 - 16:30

Closing date: 10/09/2019
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Area Finance Office
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Day 1: 10 Sep 2019 09:30 - 16:30
FMS New Finance User Course for Chequebook Schools 10th & 18th September 2019
Shire Hall for the first 2 days and then on School Site for the third day and a fourth day 6-9 months later for refresher/booster day.
Trainer: Assigned PAA from Area Finance Office
Day 2: 18 Sep 2019 09:30 - 16:30
FMS New Finance User Course for Chequebook Schools 10th & 18th September 2019
Shire Hall for the first 2 days and then on School Site for the third day and a fourth day 6-9 months later for refresher/booster day.
Trainer: Assigned PAA from Area Finance Office
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