PFM Trip, club and school fund manager

 

PFM provides a cost effective and easy way for your school to manage school trips, clubs, events, donations and other school funds.  It produces all the information the organizers needs and all the finance information your finance team requires.

 

How can PFM help your school ?

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.

Trip lists &reports for teachers

Generate 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.

Club attendance module

Print daily or weekly register for club, pre-book or record attendance after the session, generate invoices or statements as well as summary, totalled or detailed attendance reports.

Accurate, auditable accounts

PFM has been assessed by and is recommended by many county auditors and has a full year end closedown - but also produces summary reports if you have a centralised accounts system, eg academies.

Problems and 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.

Reduces administation

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.

Online payments

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

 

Reports

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

Links with other software

PFM links with Sims.net, Integris and CMIS to import pupil and parent information and also to Parentpay, Parentmai, sQuid, Wisepay etc., for online payments as well as Evolve & home-school communication.

Updates and training

PFM his regularly updated and ongoing online training provided using Webex meeting room software. Onsite training also available. Please see Training section for details.

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