Training course

 

**For information on how to book/ purchase courses, please see our Training Information

Courses Available

A summary of all the courses available for 2017/18 and detailed information about each course is given below.

If you have any queries or suggestions regarding your training requirements, please contact  us using the details on the left of this page. 

SFSU Training courses evaluation

At the end of each training course, we ask the attendees to complete an evaluation form relating to the quality and content of the course. On average, our courses achieve over 98% satisfaction. Here are a few comments from trainees:-

“Crystal clear & very well delivered”

“Very good interpersonal skills. Encourage questions”

“Trainers friendly & approachable”

“The notes supplied are invaluable”

“Very well presented and supportive”

Performance indicators

Training Dates - Please refer to the Hub for dates and course booking information

SIMS FMS

Accounts Receivable

Equipment Register

Benchmarking Workshop

FPS Budget Planning

Training Course Details

SIMS FMS

This course is aimed at school staff who will be involved in the everyday functionality and management of the school accounting system. There is also a section of training which covers the interaction between the SIMS Finance System and Personnel module.  Lunch is not provided on this course.  Civic Centre has a restaurant available if required.

This course may also be suitable for Headteachers and Bursars. Please contact a member of the team if you would like more information.

This two day course covers:-

  •   Introduction to SIMS & FMS
  •   Corporate Coding Structure
  •   FMS Coding Structure
  •   Allocations and Fund Reserves
  •   Budgets and Virements
  •   Orders and Commitments
  •   Invoices/Credit notes
  •   Petty Cash
  •   Non Invoice Income
  •   Journals
  •   Integration between FMS and  Personnel
  •   The Reconciliation Process
  •   Reconciling unreconciled Items
  •   Post Reconciliation Monitoring
  •   Cash Advances
  •   Cash Book Journals
  •   Bank Reconciliations
  •   VAT Submittal Reports
  •   Standard FMS Reports

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Accounts Receivable

This is an additional course aimed at schools who wish to use SIMS FMS to raise Debtor Invoices. Lunch is not provided on this course.  Civic Centre has a restaurant available if required.

This course is suitable for staff who will be involved in the everyday management of raising invoices on SIMS FMS and recording the receipt of income relating to SIMS FMS invoices. Please contact a member of the team if you would like more information.

This half day course covers:-

  •    The Accounts Receivable Module
  •    Defining the RemittanceAdvice Details
  •    Defining the Accounts Receivable Parameters
  •    The Accounts Receivable Books
  •    Defining Product and Service Specifications
  •    Debtors
  •    Invoice and Credit Note Processing
  •    Receipts Processing
  •    Processing Pay In Slips
  •    Processing Refunds

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Equipment Register/Asset Inventory

This is an additional course aimed at schools who wish to use SIMS FMS to record their School Asset Inventory. Lunch is not provided on this course.  Civic Centre has a restaurant available if required.

This course is suitable for staff who will be involved in the everyday recording of orders and invoices relating to equipment/assets on SIMS FMS and/or have responsibility for preparing and maintaining an electronic Equipment Register/Asset Inventory. Please contact a member of the team if you would like more information.

This half day course covers:-

  •    Introduction
  •    Setting up Equipment Register        
  •    Populating Equipment Register
  •    Rooms - Maintaining Equipment Register and Reports
  •    Staff - Maintaining Equipment Register and Reports
  •    Categories - Maintaining Equipment Register and Reports
  •    Inspections - Maintaining Equipment Register and Reports
  •    Disposals - Maintaining Equipment Register and Reports
  •    Insurance - Maintaining Equipment Register and Reports
  •    Stock take - Maintaining Equipment Register and Reports
  •    Other - Maintaining Equipment Register and Reports        
  •    Producing an inventory for Audit Purposes               

School Benchmarking Workshop

 

Question 12 of the School Financial Value Standard (SVFS) is a DfE return that requires schools to make a statement about  the benchmarking exercises that they have completed that year. The SFVS is an annual return that is submitted to the DfE and submit the SFVS benchmarking return to the DfE at the end of every financial year.

 

 

Question 12            

Does your school benchmark its income and expenditure annually

against that of similar schools and investigate further where any

category appears to be out of line?

 

Benchmarking is a process for comparing income & expenditure in detail with that of similar schools to consider whether and how your school can use resources better and identify where changes can be made.

 

All maintained schools submit their income and expenditure data by the end of July each year using Consistent Financial Reporting (CFR) framework. The CFR framework uses a standardised set of codes which are linked to all Ledger Codes within the Schools Financial Management System and enables schools to compare their income and expenditure with that of similar schools.

 

The School Finance Support Team is holding a workshop to assist schools with the benchmarking process on Wednesday 7th October at Keynsham Civic Centre

 

Using the DfE Benchmarking web site we can help you to:-

·         navigate your way around the site by selecting ‘like’ for ‘like’ characteristics to enable you to make sound comparisons for your school

·         help with interpreting the data

·         questioning the reasons for the differences in particular categories

·         discuss where changes can be made which can in turn help identify ways to secure better value for money for your school.

 

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Training Performance Indicators for 2014/15 - 2015/16

SIMS FMS Training

1 session held January 2016

2 delegates attended

100% satisfaction

Equipment Register Training

1 session held during June 2014

2 delegates attended

100% satisfaction

Accounts Receivable Training

1 sessions held during June 2012

1 delegate attended

100% satisfaction

HCSS / FPS Workshops

3 sessions held during January & February 2013

10 delegates attended

99% satisfaction

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