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Training / Event Details


Money Manager - Balancing to SAP


An opportunity to understand and produce SAP Business Intelligence Reports in order to extract the Income and Expenditure paid centrally by the LA on your schools behalf. Delegates will be shown how to enter these amounts into their schools finance system (Money Manager) so that they can monitor the schools budget. This is a mandatory requirement for School Bursars / SBM / Financial staff.


The SAP coding structure will be explained and how this relates to Money Manager and the Governments Consistent Financial Reporting Structure for Schools.
Delegates will be provided with an understanding of how to setup up, produce, understand and extract data from the SAP Business Intelligent reports: FI006, FI095 and IP004.
This is a practical course where the delegates will login to their own SAP system – extract central entries, and record them in Money Manager and thus be able to produce summary and detail budget monitoring reports for Head Teachers, Governing Body and individual Budget Holders in school.
The course is designed for Bursars/ Finance Officers in school who are familiar with Money Manager and the SEA return process.


The ability to produce up to date Budget Monitoring information from Money Manager.

Booking Information

Tutor: Tracy Eakin
Cost: £90
Free parking is available on a first come first serve basis. Alternative “on street parking” is available nearby, some with 2 hours free and other spaces payable via a meter.
Tea and Coffee will be provided

25 Feb 2020 09:30 - 12:30

Closing date: 18/02/2020
(requires login)
Schools MIS Team
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Date and Time

25 Feb 2020 09:30 - 12:30


Hudawi Centre (ITS / IT Suite), Great Northern Street, Huddersfield, West Yorkshire, HD1 6BG


Tracy Eakin
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