HFL Hub

Provides an introduction to Arbor Finance, guiding users through system navigation, user management and key financial functions to build confidence in using the platform effectively.

Teaches new users how to accurately post, review and manage all types of income and expenditure in Arbor Finance, including basic income, parent payments, expenditure invoices and petty cash transactions.

Gives new users the skills to investigate financial postings, correct errors through reversals and adjustments and efficiently manage batches before posting them in Arbor Finance.

Teaches new users how to accurately post complex expenditure in Arbor Finance, including payroll, OneCard transactions, and staff expenses, ensuring all entries are correctly coded, validated and ready for financial processing.

Teaches how to accurately interpret, process, and post all elements of the BISCUIT; including expenditure, income, VAT, de‑delegations and final checks - so monthly local authority transactions can be correctly recorded in Arbor Finance.

Prepares users to confidently process complex financial transactions in Arbor - covering catering invoices and income, supplier credit notes and BACS payments, ensuring accurate, compliant and efficient financial management.

Equips users with the skills to accurately reconcile financial accounts in Arbor Finance and confidently use key reports to identify discrepancies, correct errors and monitor your school’s financial performance.

Teaches how to accurately complete Arbor’s system reconciliation process so you can identify, correct and balance financial data each period to ensure reliable budgeting, VAT reporting and year‑end submissions.

Guides new Arbor Finance users through the complete Making Tax Digital (MTD) and Period End process, from validating and submitting VAT claims to successfully rolling the system forward into the next financial period.