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FMS6 Healthcheck and Closedown Course

Audience: Primary, Secondary
Single session
  • All

Brief overview

All Kent Maintained Schools have to close their FMS6 Accounts software each year and send the Local Authority a record of their accounts.  The FMS6 Accounts software must also be checked to ensure it is up to date and that there are no issues with the system (Healthcheck at least twice a year)

This whole day course incorporated the FMS6 Healthcheck and FMS6 Closedown courses which will enable the delegate to carry out the required checks to their own schools systems after the course.  This will then allow them to successfully close their accounts for the current financial year.  The course also shows delegates how to open a new financial year on FMS6. 

Ideally delegates should be familiar with using FMS6.

Delegates will be required to bring a copy of the FMS6 Healthcheck (previously sent out) and FMS6 Closedown pack (usually sent out early February 2025).

Learning outcomes

By the end of the session delegates will be able to:

  • Agree that Budget Share funding balances on the Statement of Accounts balance to FMS6.
  • Update the Income and expenditure / Reconciliation report for missing codes.
  • Reconcile Control codes including VAT codes.
  • Identify errors and make corrections to FMS6.
  • Be able to complete a Healthcheck in the future on a regular basis.
  • Use the Healthcheck pack to prepare for the year end closure of accounts.
  • Open a New Year on FMS6.
  • Correct any system errors before a preliminary closure can be performed.
  • Process year-end adjustments.
  • Print final accounts and send to Schools Financial Services.
  • Check the final accounts (Summary Reports) before submission to the Department of Education.

Prices

Dates

  • Session - 26/02/2025 09:30  -  16:30

Event type

Face 2 Face

Address

The Education People
Unit 1
Papyrus Way
Aylesford
Kent
ME20 7GJ

Delivered by

  • Sue Lindgren