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 CFR where appropriate.

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Benefits of attending

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

What you will learn

• Review outstanding transactions
• Create the new financial year
• Update general ledger structures
• Prepare creditors and debtors
• Reconcile figures
• Perform preliminary and final closures
• Transfer/Check balances
• Produce year end reports
• Produce the CFR if appropriate.

Who is it for?

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

Course details

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

Upcoming scheduled courses

There are no classes currently scheduled for this course. Please email for further details.