FMS Advanced

Course Overview

This course will cover the more advanced aspects of FMS, including recording income, Central and bank reconciliation, Budget entry and virements. Local bank/central processes will be covered as appropriate. 

Course Objectives 

This course will cover: 

• recording income 
• central processes
• Bank process 
• Budget entry\amendments 
• Modification of chart of accounts 

Target Audience

A prior knowledge of FMS and an understanding of the school’s current office and financial systems is advised, but is not essential. 

This course will be delivered live via a Teams meeting.  The meeting link will be emailed to the delegate ahead of the course. 

Please Note: AI recorders and not permitted and will be removed from the meeting.

Pre Requisites

Please make sure you have the below pre-requisites ready for use on the day of the training: 

• A stable internet connection.
• 2 Screens are desirable (1 for Teams meeting and 1 for our training platform or your own SIMS).
• A headset or speaker are essential so that delegates can hear the trainer.
• A microphone and a camera are desirable but not essential. Delegates can also use the chat function in Teams to ask any questions they may have.
• Courses are delivered live. Delegates must be on time and available undisturbed for the duration of the course. If courses are scheduled for multiple days, you must be available for all dates/times to complete the course.
• Courses are recorded for observation and quality control only.

Some of our courses are available with the use of our own School ICT training database, others focus on your own live data using your own SIMS database, in which case we will need to set up a remote access connection.  One of our consultants will contact you prior to the training to make sure you can access the relevant method of practice.

Please Note: Delegates can choose if they would prefer, to view the course rather than actively participating using the training database (if applicable).

Please Note: we have a strict policy concerning maximum numbers of delegates on each course.  Each delegate must book a separate place and will receive an individual Teams meeting link.  Please do not share the meeting link or invite other colleagues to the course.  A charge will be applicable for any additional delegates.

Cancellation Policy

We understand that plans can change unexpectedly. However, timely communication regarding course cancellations is crucial for effective course planning and resource allocation.

For cancellations made by the school/delegate within two weeks (fourteen days) of the course start date, we reserve the right to charge the full course fee.

If schools have prepaid for the course and cancel within two weeks (fourteen days) of the course start date, we reserve the right to withhold refunds for the cost of the booking.

How to Cancel: 

To avoid incurring any fees, please notify us of your cancellation at least two weeks (fourteen days) prior to the course start date. You can reach us by phone on 03452 226802 or via email at helpdesk@schoolicts.co.uk