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Money Manager - Introduction to School Finances


Delegates will explore the basic features of the software and understand the LA coding structure of SAP. There will be the opportunity to work on a test financial system and to complete a monthly SEA return, this is a mandatory requirement for School Bursars / SBM / Financial Staff.


Delegates will be provided with an understanding on how to setup and use Money Manager to record income and expenditure in a school setting.
The coding structure will be explained and how this relates to both the Local Authority SAP system and the Governments Consistent Financial Reporting Structure for Schools.
This is a practical course where the delegate will learn how to enter bank and petty cash payments and receipts, learn how to reconcile to the Bank Statement and create memorised reports that are used to complete the LA SEA return at month end.
During the course central payments made by the authority (SAP) will be discussed together with Budget Monitoring Reports. There is a separate follow on ½ day course (Balancing to SAP) to show how to reconcile to SAP in order to produce Budget Monitoring Reports.


Delegates will understand how to setup and use Money Manager to record the schools finances, including all steps of the SEA return process.

Booking Information

Tutor: Tracy Eakin

Cost: £180.00

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

15 Sep 2020 09:30 - 15:30

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Schools MIS Team
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Date and Time

15 Sep 2020 09:30 - 15:30


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


Tracy Eakin
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