Private Funds Manager Workshops & Consultancy

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We are pleased to announce the dates and venues for the 2008 workshop sessions. There are two sessions at each venue – a morning session for current users of the package, and an afternoon session for new or prospective customers. Delegates of both sessions are invited to a buffet lunch

New User Workshop
The new user session is designed for people who are new to the Private Funds Manager program, or who are considering purchasing the package.  It 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 Workshop
The experienced user session is for people with day to day knowledge of the Private Funds Manager program. It covers some of the more advanced features of the program as well as all the new features in the upgrade. The session concludes with a financial and academic year end overview.

Account Maintenance features - Lump Sum and by student accounts, contribution changes, withdrawals from trips, Cost Centres, limiting student numbers, Attendance Based Contribution.Transaction Entry – Lump & individual receipts, Point of Sale receipting, Payments, cheque printing, Printing refunds, student & other transfers, New bank reconciliation features, Internet receipts. New gift aid features.  Reporting – Report overview, New reports. Report troubleshooting. Setup - Supplier database, Importing pupils – bring your own pupils along and run through a complete check, import and error guide, Vertical registration import.  Archiving & Emailing options.  Purging data,   Deleting & Undeleting. New module-Invoicing. Year end overview – financial and academic.

V e n u e s

Click here for exact location of workshops.

Other venues
If none of venues shown are convenient for you, we would be happy to add additional locations. All we need is a minimum of 6 people to attend and we will come to your school for the same price as any other location.  We just need a quiet conference room, and the ability to provide a buffet lunch and refreshments. So if you and a few neighbouring schools can agree on a date, let us know!

Onsite Consultancy
If you would prefer, we can offer one-to-one consultancy at your school, for your staff, using your own data. We can provide training on the new features or specific features of interest, and can run through the full year end closedown with you covering:

Final bank reconciliation; Deletion of unwanted items – old unpresented cheques etc; Year end checks and reconciliations – cashbook, balance sheet and Income/Expenditure; Preparation of accounts to be cleared after YE; Production of YE reports, Auditor reports; Archiving. YE closedown

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