Bridging the Gap between SIMS Pay and FMS
Dates, times and venues...
No dates currently set: Ask us about delivering this course in school as a Consultancy Session, or as a remote session by clicking the link below...
Audience/Keystage...
Experienced users of FMS and SIMS Pay.
Cost
- £150 for sessions set up as 1-1's

Overview...
The workshop will take you through the process of setting up of SIMS Pay and FMS so that the system interfaces will synchronise with each other.
We recommend that all delegates be experienced and have Level 5 User Access to FMS. A good understanding of SIMS Pay is also essential.
The workshops are going to be hands on and they are very much FMS focused. It is important to have an understanding of budget allocation and structure and a working knowledge of bank reconciliation.
Please note: Prior to the workshop it is advisable for the school to make SIMS Pay unavailable to parents for a minimum of three days (simply make the products non visible to parents).
Whilst it is understood that this will cause disruption to services, by making SIMS Pay temporarily unavailable, it will make the bank reconciliation process easier to understand, so that new procedures can be embedded from the outset and prevent complications with assigning payments to journals.
This is an exciting link between systems – it will minimise the number of Cashbook journals you have to make. The products in SIMS Pay are linked to the relevant Cost Centre and Ledger Code in FMS. Accuracy is paramount to the process working.
As well as linking the two databases we will take a walk through the latest updates in SIMS Pay and refresh your knowledge about both products, including ‘hidden gems’ you may not be aware of as yet.
This course is completed over two days, however the vast majority of the workshop will be carried out on day one.
Objectives...
We will:
- carry out a health check within SIMS Pay
- set up the two systems to a synchronised status
- set up a new area that will be made available within FMS Payment Systems Parameters. (This is a licensed patch which has to be requested and installed prior to training).
Please note: patches are not released unless requested by the trainer. - mirror SIMS Pay products within the Payment Systems Parameters, and assign the correct cost centre and ledger codes for direct payments.
- setup the new Debtor Control account and other required ledger codes are agreed with SSCT.
- incite the Tracking date.
- appreciate the links between SIMS Pay and main FMS, identify when the link is broken and how to identify it if it happens.
