Private Funds Manager for Nurseries

 

Click here for 25 minute demo of PFM for Nurseries

 

Private Funds Manager can be used by Nurseries to set up sessions, register bookings, produce registers,

record actual attendance, generate invoices and credit notes, produce chase up lists, letters & emails and

to produce financial reports for all or individual session types.

 

Childrens names can be imported from Sims (or similiar) or from existing spreadsheets (or entered manually) .

Accounts can be setup for one or multiple session types and children linked to the relevant account.

Sessions can be set up with a whole session charge or an hourly charge, and each child can have a different

charge for all or some sessions (eg first 15 hours can be set to no charge, with additional hours chargeable)

 

For bookings in advanced, schedules can be setup and replciated for a chosen date range.  

Invoices can be generated. and credit notes can also be generated if changes are made to the schedule.

 

Payments received from parents can be recorded as either cash, cheque, childcare voucher,

direct bank transfer or internet payment.

 

Lists of Debtors can br produced, and letters or emails sent with attendance report and

payments received list.

 

'Normal' financial accounts can be produced, by reconciling bank statements and printing

Income & Expenditure report & Balance Sheet, Account Statement etc.

 

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