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FMS Bulletins

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No. 202

New

Bulletin 202 Interim Capital Return

This bulletin contains guidance on:

  • How to complete the capital return due 30th November 2017

No. 201

New

Bulletin 201 Fixing the Budget & Finalising 2016-2017 year

No. 200

Bulletin 200 1st Termly Return

 

No. 199

Bulletin 199 FMS upgrade 6.176

This bulletin includes:

  • Financial Reporting Suite Cover Page Fund Split.

No. 198

Bulletin 198 Apprentice Levy

New SAP Payroll Report (Apprenticeship Levy)

No. 197

 

Bulletin 197 Apprentice Levy

Included in this bulletin:

  • New code

No. 196

SIMS FMS6 All FMS Schools Fund Account Year End

Included in this Bulletin:

  • Fund Account Year End Information

No. 195

Bulletin 195 FMS Year End Procedures

This Bulletin is intended to be read in conjunction with the Financial Guidance Notes Year End 2016/17 and we recommend you have worked through FMS Bulletin 194 and applied FMS Spring Upgrade, bulletin 192, before starting your year end.

No. 194

Bulletin 194 Year End Preparation 2016/17

Included in the bulletin

  • Year end Dates
  • House keeping
  • System reports
  • Opening the new financial year
  • Preparing the year end accruals

No. 193

Bulletin 193 FMS Capital Return

This bulletin contains guidance on:

  • How to complete the capital return due 29th March 2017

No. 192

Bulletin 192 FMS upgrade 6.174

This bulletin includes:

  • Updated CFR report export required for Year End.
  • New Feature, facility to create a charge account with one or more charge cards attached to it.

No. 191

Bulletin 191 2nd Termly Return

All schools are required to complete and submit a 2nd termly return by 15th February 2017

  • 2nd Termly return (April to December 20156)
  • Termly return checklist
  • Completing the LMSFR2 manually
  • Using SOLERO to submit your return

No. 190

Bulletin 190 FMS upgrade 6.172

Included in this bulletin:

  • New detailed Cost Centre Report

No. 189

Bulletin 189 Fixing the Budget

SIMS FMS, Fixing your budget, finalising the old year and passwords and security

No. 188
Oct 16

RM Finance Capital Return

This bulletin contains guidance on:

  • How to complete the capital return due 21st Dec 2016

No. 187

Herts Rewards DSPL

 

No. 186

Bulletin 186 1st Termly Return 2016

All schools are required to complete and submit a 1st termly return by Wednesday 15th October 2015

  • 1st Termly return (April to August 2016)
  • Termly return checklist
  • Completing the LMSFR2 manually
  • Using SOLERO to submit your return

No. 185

 

Bulletin 185 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. 184

SIMS FMS6 All FMS Schools Fund Account Year End

Included in this Bulletin
Fund Account Year End Information

No. 183

Bulletin 183 FMS Year End Procedures

This Bulletin is intended to be read in conjunction with the Financial Guidance Notes Year End 2015/16 and we recommend you have worked through FMS Bulletin 180 before starting your year end.

No. 182

SIMS FMS, Capital Return due 1st April 2016

 

No. 181

Bulletin 181 FMS upgrade 6.168

 

No. 180

Bulletin 180 Year End Preparation 2015/16

Included in the bulletin

  • Year end Dates
  • House keeping
  • System reports
  • Opening the new financial year
  • Preparing the year end accruals

No. 179

Bulletin 179 2nd Termly Return

All schools are required to complete and submit a 2nd termly return by 15th February 2016

  • 2nd Termly return (April to December 2015)
  • Termly return checklist
  • Completing the LMSFR2 manually
  • Using SOLERO to submit your return

No. 178

Bulletin 178 fixing the Budget

SIMS FMS, Fixing your budget and closing the old year. Passwords and security

No. 177

Bulletin 177 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. 176

SIMS FMS for Capital Return due 11th December 2015

 

No. 175

Bulletin 175 1st Termly Return 2015

All schools are required to complete and submit a 1st termly return by Wednesday 15th October 2015

  • 1st Termly return (April to August 2015)
  • Termly return checklist
  • Completing the LMSFR2 manually
  • Using SOLERO to submit your return

No. 174

Bulletin 174 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. 173

SIMS FMS6 All FMS Schools Fund Account Year End

Included in this Bulletin

Fund Account Year End Information

No. 172

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. 171

Bulletin 171 FMS Upgrade 6.162

 

This upgrade will need to be run before you complete the schools year end.

Included in this bulletin:

  • CFR Reports have been updated to display the correct year
  • New Functionality- Debit/One Card details can be recorded within a Bank Account ledger code
  • Enhancements to Reports

No. 170

 

Bulletin 170 FMS Year End Procedures

 

This Bulletin is intended to be read in conjunction with the Financial Guidance Notes Year End 2014/15 and we recommend you have worked through FMS Bulletin 168 before starting your year end.

No. 169

 

SIMS FMS, for Capital Return due 1st April 2015

No. 168

 

Housekeeping and Year End Preparation Bulletin 2015

Included in this Bulletin


  • Adding codes to the LMSFR Reports
  • Open New Financial Year
  • Closedown Dates

No. 167

SIMS FMS 6.16 Upgrade

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

No. 166

 

SIMS FMS, Processing the 2nd Termly Return

No. 165

 

SIMS FMS, Fixing your budget and closing the old year

No. 164

 

SIMS FMS, New code for SEND Reform Grant

No. 163

 

SIMS FMS, for Capital Return due 8th December 2014

No. 162

SIMS FMS, Treatment for Herts Catering invoices.

No. 161

 

SIMS FMS, 1st Termly Return (April to August 2014)

No. 160

 

SIMS FMS Setting up for Universal Infant Free School meals Income

No. 159

 

SIMS FMS 6.158 Upgrade

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

No. 158

 

SIMS FMS6 All FMS Schools Fund Account Year End
Included in this Bulletin

  • Fund Account Year End Information

No. 157

 

 

SIMS FMS6 All FMS SchoolsUpgrade 6.156

Included in this Bulletin

  • CFR updated

No. 156

 

 

Year End Procedures for the March 2014 Closedown

Please ensure that FMS6 has been upgraded to version 6.156 before attempting to run the year end.

  • Secondary and Middle School returns due 16th April 2014
  • Primary School returns due 30th April 2014

No. 155

 

 

Capital Return - Final

Included in this Bulletin

  • Final Capital Return
  • Due by 2nd April 2014
  • Solero available now

No. 154

 

Housekeeping and Year End Preparation Bulletin 2014

Included in this Bulletin

  • Adding codes to the LMSFR Reports
  • Open New Financial Year
  • Closedown Dates

No. 153

 

 

Salix Loans

Included in this Bulletin

  • Salix Loans
  • Pupil Premium Out of County Top Ups
  • Setting Up New Ledger Codes, Cost Centres and CFR Mapping
  • New Goldsheets

No. 152

 

 

2nd Termly Return

Included in this Bulletin

  • Instructions on How to Complete the Termly Return
  • Due 15th February 2014

No. 151B

 

 

Herts Catering Invoices - Secondary Schools

Included in this Bulletin

  • Herts Catering Invoice
  • Input of Herts Catering Invoice

No. 151A

 

 

Herts Catering Invoices - Primary School

Included in this Bulletin

  • Herts Catering Invoice
  • Input of Herts Catering Invoice

No. 150

 

 

Fixing the Budget and Closing the Old Financial Year

Included in this Bulletin

  • Fixing the Budget 2013/14
  • Finalising the Old Year 2012/13
  • Finalising the CFR
  • Deleting Unused Cost Centres

No. 149

 

Interim Capital Return

Included in this Bulletin

  • Advice on completing your interm capital return
  • Capital Shuffle
  • To be submitted by 7th Dec 2013

No. 148

 

SIMS FMS6
Upgrade 6.152

Included in this Bulletin

  • New feature - Email Ordering

FMS now has the ability to Email PDF Orders direct from the purchase order screen. This bulletin will show in detail how to enable the email PDF Orders

No. 147

 

SIMS FMS6
New Ledger code 700471

Included in this Bulletin

  • Setting up the new ledger code
  • Linking the new ledger code

Mapping to the CFR

 

No 146

 

SIMS FMS6
1st Termly Return

Included in this Bulletin

  • Instruction on how to complete the termly return
  • Due 15th October 2013

No 145

 

SIMS FMS6
All FMS Schools
Fund Account Year End

Included in this Bulletin

  • Fund Account Year End Information

No 144

 

SIMS FMS6
All FMS Schools
6.150 Upgrade

Included in this Bulletin

  • New Features

No 143

 

SIMS FMS6
All FMS Schools
(except Academies)

Included in this Bulletin

  • Year End Procedures
  • Year End Due Dates

No 142

 

SIMS FMS6
All FMS Schools
(except Academies)

Included in this Bulletin

  • Final Capital Return
  • Due by 21st March 2013
  • Solero available now

No 141

 

SIMS FMS6
All FMS Schools
(except Academies)

Included in this Bulletin

  • New Code for CFR I18

No 140

 

SIMS FMS6
All FMS Schools
(except Academies)

Included in this Bulletin

Create, amend and import

  • LMSFR 10
  • LMSFR 11

No 139

 

SIMS FMS6
All FMS Schools
(except Academies)

Included in this Bulletin

  • Housekeeping and Preparing for the Year End

No 138

 

SIMS FMS6

Included in this Bulletin

  • 2nd Termly Return
  • Spring Term Dates

No 137

 

SIMS FMS6

Included in this Bulletin

  • Fixing the budget
  • Finalising the old year
  • Christmas Helpdesk closure

No 136

 

SIMS FMS6

Included in this Bulletin

  • Interim Capital Return
  • Complete on Solero (available 22nd October)
  • Due by 30th November 2012

No 135

 

SIMS FMS6

Included in this Bulletin

  • 1st Termly return (April to August 2012)
  • Termly return checklist
  • Completing the LMSFR2 manually

No 134

 

FMS6 6.146 Upgrade for Schools

Included in this bulletin:

  • Resizing of Icons
  • Aged Creditor Report
  • Aged Debtor Report
  • Financial Reporting Suite

May 2012

 

Banking Contract Information:

Guidance concerning the change of bank account and how it will affect the cheque numbering and printing within your finance system.

No 133

 

Transfer of Petty Cash

No 132

Fund Account Year End

No 131

FMS Upgrade 6.144 March 2012

No 130

Year End FMS Schools April 2012

No 129

Final Capital Return due 16th Mar 2012

No 128

New LMSFR10 and LMSFR11

FMS Import file for LMSFR10 & 11
(right click on file and Save Target As) 21/02/2012, LMSFR1011.SRF

No 127

Preparing for Year End 2012

No 126

2nd Termly Return 2012

No 125

Fixing the Budget & Closing Old Year

 

 

FMS Manuals

Subject

About

Links / Downloads

SIMS FMS6 Accounting for Capital - Best Practice

 

 

SIMS FMS6 Budgeting User Manual

   

SIMS FMS6 CFR module


 

 

SIMS FMS6 Equipment Register

   

SIMS FMS6 User Defined Reports

   

SIMS FMS6 User Manual

   

 

 

FMS Control Form

Subject

About

Links / Downloads

FMS Accruals Spreadsheet 2018

New

A spreadsheet to enable schools to record accruals in preparation for the year end which includes new Whole Government Account codes.

 

FMS Accruals Spreadsheet 2017

A spreadsheet to enable schools to record accruals in preparation for the year end which includes new Whole Government Account codes.

 

FMS6 System Reconciliation
 
 
FMS6 Reconciliation Notes
 

FMS Cash Flow