What does PFM do?

Private Funds Manager helps with many different aspects of a schools private monies, providing the ability to manage accounts at an individual student level (who has paid, who needs chasing) as well as at a general account level.  Please click for further details 

 

School Fund           School Trips         Clubs       School Fund Donations & Gft Aid    Academy accounts  Online Payments     Infant FSM    Nurseries  
 

Why should you use PFM?

 

Saves time. PFM reduces input time, as well as the time spent monitoring accounts, trips, payments made and owing. No more manual receipts, trip cards or chase up letters.

 

Reduces administration - no need for spreadsheets or manual checklists. Chasing up outstanding forms and payments is easy, lists and reports produced at the touch of a button, bank accounts reconciled with ease and financial accounts automatically produced.

 

Trip lists & reports for teachers - attendee lists, contact details, medical information, non payers, no consent forms - all these report can be produced instantly and either printed, emailed or sent to the teachers smartphone.

 

Inbuilt online payment system or easy link with existing online payment solutions - instant download of online payments saves time and reduces cash in school, whilst maintaining the flexibility for students to pay by cash or cheque.

 

Club attendance module - prints a register for club, then records attendance and generates amounts owing and attendance reports.

 

Reports - Full set of financial reports, plus trip/account reports and pupil reports.

 

Accurate, auditable accounts - PFM has been assessed by and is recommended by many county auditors.

 

Links with other software - PFM links with Parentpay, Parentmai, sQuid, Wisepay etc., as well as Evolve & home-school communication.

 

Problems or queries? Istek provides excellent, timely support, either by phone, email or remote access. Friendly, knowledgeable staff who have worked in schools are here to resolve issues quickly.

 

Regular updates and regular training

PRIVATE FUND NEWSLETTERS

Newsletters for users:

3/6/19   22/5/19    29/4/19

8/3/19  13/2/19    5/2/19  23/1/19     

10/12/18   26/11/18  15/10/18

1/10/18   17/9/18     4/9/18

5/6/18

 

ADDRESS

Istek UK Ltd

3 St Ursula's Close

Salisbury

Wiltshire SP1 3FY

Tel - 01722 413255

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THINKING OF PFM? LATEST EMAILS TO INTERESTED SCHOOLS

Jun 19 - Book a FOC online demo

Jun 19 - Preparing for a September start

 

Nov 18 - Ready for a January Start

 

Oct 18 - Why manage school fund separately?

 

Sep 18 - Managing School Funs, Trips & Clubs

 

Aug 18 - Online video of PFM & information pack