Get ready to build confidence, sharpen your skills, and streamline your processes with our upcoming Budgets and Finance Workshops. Whether you're opening a new academic year, planning scenarios, managing year‑end, or supporting new starters, these hands‑on sessions will guide you through the essentials with practical, step‑by‑step support. Each workshop is designed to help you work smarter, stay compliant, and get the most out of your system.
Budgets Workshops:
Central Budgets (2 Hours)
Agenda: Opening of New year (Draft open differences) | Pay scales | Profile Templates | Scenarios | Account coding | Publish Type | Reporting (consolidation Reports) | Publishing | Update History | Optional updates (Applying updates) | Mandatory updates
Date and Time: Thursday 24th June 2026, 10:00am to 12:00pm
Back to Basics / New Starters (2 Hours)
Agenda: Scenario planning | Creating a new scenario | How to lock and publish a scenario | Settings | Data Settings | Budget planning |Reports
Date and Time: Wednesday 16th September 2026, 10:00am to 12:00pm
Finance Workshops:
Year End for Academies and MATs (2 Hours)
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
Date and Time: Wednesday 10th June 2026, 10:00am to 12:00pm OR Wednesday 1st July 2026, 10:00am to 12:00pm
Back to Basics / New Starters (3 Hours)
Agenda: Maintenance of Chart of Accounts | Drill down | Purchase ledger transactions | Sales ledger transactions | Journals | Month close down | Reporting review
Date and Time: Tuesday 15th September 2026, 10:00am to 1:00pm
Workshops are £150+VAT / 100 FlexPoints per-person, per-event
To register you're place or for more information, please email The Customer Success Team using the button below.