FMS - End of Year with CFR

Course overview

This one day course covers the end of year procedures required within FMS, with reference to the Consistent Finance Return (CFR) where appropriate.

Need help?

Let us help you find the right course

simstraining@sims-mis.com

Benefits of attending

To achieve a smooth closure of the accounts at the end of the school year.

What you will learn

• Reviewing outstanding transactions
• Creating the new financial year
• Updating general ledger structures
• Preparing creditors and debtors
• Reconciling figures
• Performing preliminary and final closures
• Transferring/Checking balances
• Producing year end reports
• Producing the CFR if appropriate.

Who is it for?

This course is aimed at existing FMS users involved with the financial year end.

Learning Pathway: #FMS

Course details

Phase of education
  • Primary
  • Secondary
Delivery Type
Face to face
Areas of responsibility
Bursar and Business Manager
Finance Officer
Course code
FMSEOYCFR-1-05
Duration
1 Day
Products covered
SIMS Financial Management System (FMS)
Categories
Finance

Upcoming scheduled courses

There are no classes currently scheduled for this course. Please email simstraining@parentpay.com for further details.