Private Funds
Manager
Workshops 2011
Dates & Venues Course topics/cost Booking Form Print all workshop pages
New User, basic features session - 10.30am - 12.30pm includes lunch £125pp/£195 for two
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
Exeperienced user session - 1.30pm-3.30pm includes lunch £125pp/£195 for two (or to attend both sessions, £195pp, £295 for two)
This half day, afternoon session is for existing PFM users, and covers the advanced and new features of this upgrade. The session includes –
All new upgrade features
Online Payments - how to operate and link Parentmail+Pay, sQuid, Payments4Schools, Wisepay & Parentpay.
Overview of Attendance based Contribution, Invoicing and Gift Aid
Financial & Academic Year End procedures