As we approach year end, we want to ensure you have everything you need to complete the process smoothly in Access Education Finance.
We've created a range of helpful guides and webinars to support you through each stage of year end. These cover the full process and are a great way to build confidence ahead of completing your year-end tasks.
Supporting your Year End Processes
Our Year‑End resources equip you with the right tools, step‑by‑step guidance and support to keep your processes efficient, accurate and stress‑free.
Additional CFR Return Guidance
Get step-by-step guidance on generating your CFR Return, from setting up balances to producing the final XML file for COLLECT. Visit our support page for full instructions and watch our dedicated CFR Return Webinar to help you complete the process with confidence.
Updating your Chart of Accounts - LA Maintained Schools
This webinar helps Local Authority Maintained Schools update their Chart of Accounts - covering ledger codes, CFR codes, cost centres and code mapping - so you stay accurate and compliant.
Workshop for Academies & MATs: 10th June, 10am - 12pm
Agenda: Opening of the new financial year | User profiles | Purchase ledger maintenance | Sales ledger maintenance | Run period end (period 12) | Close year | Potential error messages | Reporting and statutory returns. Workshop cost: 100 FlexPoints or £150 per person.
Year End Checklist
As you reach the end of the financial year, it’s important to complete your Year‑End process to close out the current year and prepare for the next. To help you get ready, we’ve created a checklist to ensure you have everything covered.
New Financial Year Preparations
To get the new financial year off to the best possible start, you need to ensure everything is ready in Access Education Finance. To help you do this, we've put together the most common questions you ask us around this.