About this course
This course is designed for customers that are new to loading the budget to Arbor Finance.
The morning session will focus on demonstrating how to successfully load the budget to Arbor Finance. This will also include a section on profiling the budget.
The afternoon session will be a workshop where delegates can load the budget to Arbor Finance in a supported environment with Financial Services colleagues on hand to help with the process and answer any questions. A correctly loaded and profiled budget will result in more effective monthly budget monitoring of the school’s finances.
Training objectives
• to understand the importance of loading the budget correctly
• to understand the importance of profiling budgets
• to understand the benefit of profiling budgets
• delegates will be able to load the Approved Budget Return to Arbor Finance
• delegates will be able to profile budgets
• delegates will be able to support effective monthly budget monitoring
Delegates are to bring their own laptop and be able to post financial transactions to Arbor Finance – delegates should have access to the Approved Budget Return in Access Budget Software and bring a copy of the school budget share and early years budget share documents
- Event Type: Training: In-person