Trips & Visits
Even if your accounts are centralised (academies and schools with a single bank account) PFM provides valuable functions for managing your trips.
Set up trip accounts and generate lists of who is going on which trip. Lists include medical details, parents name and phone numbers (synchronised daily from Sims). Record payments made for trips through cash, cheques or direct debit or important automatically from online banking / online payment systems.
Produce lists of debtors, lists of who has not returned a consent form / passport copy etc., and automatically generate letters and emails to parents.
Record payments made for trips and generate trip summary reports and income/expenditure summaries.
Send trips lists with key medical details and parent contact info to teachers smartphone to minimise paperwork taken on trips.