You are in: School Admin » Traded Support Services » Financial Services for Schools » Academies

Academies

Financial Services have been working closely with many of Hertfordshire's academies.

We have been supporting those maintained schools intending to convert to academy, to ensure the financial processes pre, during and post conversion are professionally supported and maintained.

We offer a comprehensive financial support package to academies including;

  • Tailored accounting support service
  • Budget and GAG Management
  • Financial and systems training
  • Advice on academy financial management arrangements

For full details of Financial Services support available to academies, please visit Hertfordshire's Prospectus of Services for Academies:

Academy Bulletins

Bulletin No

About

Links / Downloads

No. A31

New

Bulletin A31 FMS upgrade 6.172

Included in this bulletin:

  • New detailed Cost Centre Report

No. A30

New

Bulletin A30 FMS upgrade 6.170

Included in this bulletin:

  • Provision of Reports in New Format
  • Enhancement to the Aged Creditor Reports
  • Enhancements to Links with Payment Systems

No. A29

Bulletin A29 Year End for Academies 2015 - 16

This Bulletin offers guidance on the transactional process of year end on FMS6, it should be used in conjunction with advice provided by your external auditors.

No. A28

 

Bulletin A28 Budget Forecast Return 2016-17

This bulletin offers guidance on how to produce the information required for the 2016-17 EFA Budget Forecast Return.

No. A27

 

Bulletin A27 FMS Upgrade 6.168

Included in this bulletin:

  • Changes to CFR Report Dates for Year End
  • Recording General Notes Against a Supplier
  • National Insurance 2016/17
  • Salary Projection Report
  • Retirement of Old Detailed Supplier Account New Format

No. A26

New

 

Bulletin A26 - 2016 Preparation for Academy Return

This bulletin provides guidance for FMS academies on generating information for the March Return and 2016 Budget forecast. This Should be used in conjunction with advice provided by your external auditors.

No. A25

 

 

Bulletin A25 FMS upgrade 6.166

Included in this bulletin:

  • Ability to Hide/Unhide cost centre ledger code Combinations
  • Reports Produced in the new reporting engine
  • Cash book default bank code
  • Other changes

No. A24

 

Bulletin A24 FMS Upgrade 6.164

Included in this bulletin:

  • FMS Password Management
  • Enhancements to Reports
  • Enhancements to the Financial Reporting Suite
  • Enhancements to Equipment Register

No. A23

 

Bulletin A23 Year End for Academies 2014 - 15

This Bulletin offers guidance on the transactional process of year end of FMS6, and should be used in conjunction with advise provided by your external auditors.

No. A22

 

EFA Budget Forecast Return 2015-16

This bulletin offers guidance on how to produce the information required in the EFA Budget Forecast Return 2015-16.

No. A20

 

Bulletin 172 FMS Upgrade 6.162 Additional Information

This bulletin applies to schools using FMS to print cheques to a specific printer. It provides a resolution to an issue identified following the FMS upgrade to 6.162.

No. A18

in schools only...

SIMS FMS 6.16 Upgrade

  • Ability to add a journal within Bank Reconciliation
  • New Report Format
  • Update to BACS Processing
  • Budget Variation Report

No. A17

in schools only...

SIMS FMS 6.158 Upgrade

Includes new reports and options to save reports in Excel, PDF and Word formats.

No. A16

in schools only...

Preparation and Processing Year in schools only...End for Academies
This bulletin offers advice on the year end preparation and processing for academies using SIMS FMS6

 

 

No. A15

 

A15  Budget Forecast Return 2014-2015

This bulletin offers guidance on how to produce the information required in the EFA Budget Forecast Return 2014-15

Documents/files required:

UDR - .srf file (please do not open the file - save to desktop)

The appropriate Chart of Accounts for your Academy

  • Academy Chart of Accounts Pre Aug 2012
  • Academy Chart of Accounts Sept 2012-2013

or

  • Academy Chart of Accounts Sept 2013-14

 

No. A14

A14  2014 March Accounts Return

This bulletin offers guidance as to who needs to complete the return, along with preparation and saving the information required when completing the 2014 March Accounts Return

(please use 2013 sheet above for 2014 as well)

No. A12

 

SIMS FMS6 New Academy Ledger Codes

This bulletin details how to setup new coding in the FMS Academy database to match the EFA budget forecast return and reflect how the Academies will receive the income from the EFA.

Included in this bulletin

  • The new Income codes in I01
  • Renaming the Ledger Group and Cost Centre
  • Creating the New Ledger Codes
  • Linking the new Ledger codes
  • Creating a Normal Journal

No. A11

New

SIMS FMS6
Upgrade 6.152

Included in this Bulletin

  • Email Ordering
  • New Companies House Number
  • Monthly Depreciation

Accruals
Spreadsheet
New

Academy Accruals Spreadsheet

The spreadsheet can be used for preparation of year end accruals.


A10bNew

A10b  Academy Fund Account Year End - In FMS General Account

This bulletin offers advice on academy fund account year end within the general account.
Files being updated 06/09/2013


A10aNew

A10a  Academy Fund Account Year End - Separate DB

This bulletin offers advice on academy fund account year end using a separate private database.
Files being updated 06/09/2013


A09New

A09  Year End and Housekeeping for Academies

This bulletin offers advice on the year end process and housekeeping for FMS6.
Files being updated 06/09/2013

A08

A08  Budget Forecast Return 2013 2014

This bulletin offers guidance on how to produce the information required in the EFA Budget Forecast Return 13-14 using a user defined report in FMS.
Documents required to complete the FMS User Defined Report:

  • Bulletin A08
  • Academy Forecast Export (Please do not open this document - save to desktop)

Please print the appropriate Chart of Accounts for your Academy

  • Academy Chart of Accounts Pre Aug 12

or

  • Academy Chart of Accounts Sept 2012-2013

A07

A07  2013 Finalising the Old Year and Opening the New financial Year

This bulletin offers guidance on how to finalise the old financial year, delete any unused cost centres and open the new financial year.

A06

A06  2013 March Accounts Return

This bulletin offers guidance as to who needs to complete the return, along with preparation and saving the information required when completing the 2013 March Accounts Return

A04

Pension Changes in FPSadvance and Other Items

This bulletin offers guidance on the changes to staff pensions and how to model them in FPSadavance for Academies.
Password security and new features of the Financial Reporting Suite in FMS.
Helpline closures.

A03

Year End for Academies 2011-12

This Bulletin offers guidance on the transactional process of year end on FMS6, and should be used in conjunction with advice provided by your external auditors.

We would advise that you do not run the preliminary year end until your accounts have been finalised and approved by your auditors.

A02

FMS 6.146 Upgrade Academies

  • Resizing of the FMS Icons
  • Aged Creditor Report
  • Aged Debtor Report
  • New VAT 126 Integrity Report
  • New VAT 126 Exclusion Report
  • Asset Management
  • Abbreviated Accounts Return
  • Financial Reporting Suite

A01

Closedown of schools accounts

For closing schools using FMS who are converting to an Academy