FMS Accounts Receivable / Invoiced Income
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...
Management and administrative staff who use FMS and who wish to invoice for lettings and services etc.
Pre-requisites...
Working knowledge and understanding of FMS6
It would be useful if prior to attendance a login for FMS with Accounts Receivable permissions could be in place.
Tutor(s)...

Overview...
During this workshop delegates will learn to manage income for premises lettings for external organisations and parents.
Income generated can be directly linked to the school bank and FMS creating a transaparent and audit friendly way of working.
We will look at:
- Managing Debtors
- System setup
- Adding /editing invoices and credit notes
- Defining /editing products
- Raising invoices to debtors
- Producing reports
The workshop will take place online using Microsoft Teams. Alternatively, you can request a 1-2-1 consultancy. Please don’t worry if you are unfamiliar with Microsoft Teams, full instructions will be sent prior to the workshop, with an opportunity to request a ‘test’ log in, if you think you may have problems joining in on the day.
Following the workshop a set of notes will be emailed to all delegates.
Objectives...
To set up the system to raise invoices for goods and services supplied by the school and to record said payments.
We will learn:
- how to define debtors and products, set up and maintain the system.
- about payment options.
- how to create invoices and credit notes.
- to record receipts and process paying in slips.
- to produce standard reports available within Accounts Receivable.
- to appreciate the link between Accounts Receivable and main FMS.
