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Introduction to Budget Planning Software

Audience: Primary, Secondary
Single session
  • Key Stage 1
  • Key Stage 2
  • Key Stage 3
  • Key Stage 4
  • Key Stage 5

Brief Overview

This full day session is for individuals who have not previously used the Budget Planning Software (BPS) whilst working for a local authority (Kent or Medway), school, or an academy.

Please note this is not a Budget Setting or monitoring course.

By attending this course delegates will have an understanding of how the Budget Planning Software works and where amendments can be made, be aware of how to amend information in the Budget Planning Software, and run reports.

The assumptions will be that all delegates are currently working in a finance role at a local authority school or academy and have purchased the core finance package which includes the Budget Planning Software.  

Any school that hasn’t completed and returned their core finance package agreement must do so before coming to the training.

Learning Outcomes

  • To understand the BPS features and functions including Budget Setting, Payroll Reconciliation and Budget Monitoring.
  • How to access the BPS as a new user.
  • Understanding the roles and access rights within the system.
  • How to access and use the Help and User Guidance as well as storing documents.
  • Be able to add and edit Cost Centres along with linking these to Ledger Codes.
  • How to add and edit employee information.
  • How to create a Budget Forecast.
  • Running reports from BPS.
  • How to submit a budget.
  • How to make future updates as and when required.
  • How to monitor a budget that has already been created.

Time will be dedicated to a workshop session where each delegate will be able to work on a version of their school BPS site.  Note: The schools will work on a copy of their live BPS, which will be unaffected by any changes made on the training course.

 

Prices

Dates

  • Session - 06/02/2025 09:30  -  16:30

Event Type

Face 2 Face

Address

Aylesford Priory
The Friars
Aylesford
Kent
ME20 7BX

Delivered by

  • Sue Lindgren

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