Onsite Training Introduction

The new school year can be a busy time for private funds, so Istek offers onsite training sessions designed to help new and existing users to get things moving as quickly and easily as possible. The session can be structured to cover the exact requirements of your school, and can include a combination of topics depending on you and your users – perhaps a new user session for one or two staff members who are not familiar with the package; a look at more advanced features for more experienced staff; loading the upgrade and updating the students; or some financial / academic year end assistance. 

Or maybe you would like to setup your system to accept Internet payments using either ParentPay or PayPal. We can work with you on this dedicated session and help you to get the system running for your school.

These sessions are carried out at your own school, so there is no travelling to worry about. We can train as many people as you wish in the session, and if you have another school nearby who would like to share the session and split the cost, then that is fine too. We can either use your own live system, or bring along our laptops.

You can pick and choose the subjects covered from the following options.

New User Training

The new user session, designed for people who are new to the Private Funds Manager program covers all aspects of setting up the system, transaction entry, reporting and month end procedures. By the end of this session the user will have a full knowledge of the functions and capabilities of the package.

Setting Up Private Funds Manager – importing pupils from SIMS/other , setting up bank accounts, setting up short code accounts, setting up suppliers.

Transaction Entry – receipts, payments, transfers, refunds, bounced cheques, direct receipts, internet receipts

Month end procedures – bank reconciliation, balancing control accounts, archiving

Reports – overview of standard reports, CFR, Charity Commission and gift aid reporting.

Experienced User Training

The experienced user session is for people with some knowledge of the program and covers some of the more advanced features of the program as well as all the new features in the upgrade.

Account Maintenance features - Lump Sum and by student accounts, contribution changes, instalments, withdrawals from trips, Cost Centres, Attendance Based Contribution.

Transaction Entry – New receipt options, cheque printing, student transfers, New bank reconciliation features, Gift Aid processing

Reporting – Report overview, Transfer reports, New debtor reports, Transaction list for responsible persons, New copy receipt features

Setup - Supplier database, Importing pupils – bring your own pupils along and run through a complete check, import and error guide, Archiving & Emailing options

New module-Internet credit card payment processing

Financial / Academic Year End

Financial year end  –  year end checks and reconciliations.  Tidying and clearing accounts. Year end reports. Year end closedown.

Academic year end -  moving leavers, linking with SIMS to import / update students, linking with other student records, dealing with new & old trips.

Setting up a web payment system

Parent Pay

If you have ParentPay but it is not yet up and running and linked to PFM, this session will enable you do get the system operational.

PayPal

This session helps you to set up PayPal for your school, create simple payment pages for trips and link online receipts into PFM.  Setup details will be sent prior to the session.

Booking a session

Onsite sessions are charged at £350+vat for a half-day, 3 hour session. This is for as many delegates as you require, and can include people from other schools. There is no additional mileage charge. To book an onsite training session, click here.