How To Videos
Please choose from our You Tube video library of 'how to' do things in PFM. See onscreen how things work so you replicate them.
6 minute demo of using PFM as a simple accounting system (no students)
Full 25 minute demo of PFM and its features
NEW - Import the ParentPay Settlement automatically for Lump Sum recording
NEW - Import Payments made centrally by your Trust, against PFM accounts
Recording and reporting on Pupil Premium expenditure through PFM
5 minute overview of using PFM to Manage Trips
Setting up clubs and chargeable sessions, producing invoices etc
How to do bank reconciliations, make adjustments and add missing items
How to link and download from Parentpay into PFM
The inbuilt online payments system from PFM - zero fee, zero charge
How to link and download from Sims Agora into PFM
Invoicing for music lessons, damages, hire of facilities etc