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Payroll Reconciliation and Workshop - BPS users

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

Brief Overview

(Demonstration, Questions and Answers. Workshop PM) 

This full day course is for school finance staff who wish to understand how the school’s payroll can be checked using the payroll reconciliation feature on the Budget Planning Software (BPS).  The session will also cover how schools are responsible for ensuring that the payroll is checked as part of their financial controls.  There will also be information about the various reports that the system can produce.

The assumption will be that those attending are finance staff who use FMS6 and have purchased the core finance package which includes the Budget Planning Software. 

The session will cover: 

  • how to use the Payroll Reconciliation function for validating payroll costs on a monthly, basis
  • delegates will be aware of how to use the Budget Planning Software to generate staffing reports suitable for Head teachers and Governors
  • A workshop in the afternoon to allow schools to process their own payroll
  • questions will be taken.

Learning Outcomes

  • To know how to download a copy of the schools payroll report into the Budget Planning Software
  • To understand the Exceptions and Reconciliation Tabs and their meaning
  • How to investigate and resolve any variations to the predicted salary amounts
  • To correctly complete the reconciliation and notes
  • Follow the correct financial control 9 relating to salaries and payments to staff
  • Produce reports for the Headteacher to check and sign 

There will be the opportunity in the afternoon for schools to process their own payroll report using the budget planning software with facilitators available to help with any questions. 

Delegates will need a laptop to access the Budget Planning Software (BPS). 

Delegates need to download a copy of the payroll they wish to reconcile into the (BPS) for access on the course.



  • Session - 08/10/2024 09:30  -  16:30

Event Type

Face 2 Face


Aldington Eco Centre
Goldwell Lane
TN25 7DX

Delivered by

  • Joanne Clark

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