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 ? (Click below for more details)
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.
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.
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.
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.
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.
Record money received that you can reclaim gift aid for, generate reports, letters and HMRC spreadsheet automatically.
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.