Private Funds Manager Workshops & Consultancy

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There are two types of workshop session for Private Funds Manager – a morning session for new or prospective customers that covers all the basics of setting up and using the system. and an afternoon session for existing users to look at the new upgrade features plus the more advanced features.  There is an optional 45min extension to the afternoon session – the Online Payments session which looks at linking with Parent Pay, Paypal or LEA specific online payment systems. Attendees of both sessions are invited to join us for lunch.

New user, basic features session

The new user, half day morning 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 from scratch, 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.

New & advanced features session for experienced users

This half day, afternoon session is for existing PFM users, and covers the new features of this upgrade. The session includes –

All new upgrade features

Overview of Attendance based Contribution, Invoicing and Gift Aid

Financial & Academic Year End procedures

Online Payments Session

In this 45 min extension session (3.00 – 3.45pm) , we will look at the options available for linking online payment systems with PFM. We will look at –

ParentPay – Using & Linking into Private Funds Manager

PayPal – Setting up, using and linking into Private Funds Manager

LEA specific online systems (as appropriate)  - using and linking

Training workshop venues

 Click here for Booking Form

Other venues / Onsite consultancy

If none of the venues shown is 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, with the hosting school attending free of charge.  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!

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.

Click here for Booking Form