Course Overview
SIMS FMS allows the user to manage finances within school efficiently and effectively. This course will provide hands on training in all the basic aspects of FMS. It specifically covers the Accounts Payable system, suppliers, orders, invoicing and credit notes, cheque processing, Accounts Payable Reports, petty cash, and non-invoiced income.
The course will take approximately 3 hours to complete.
What will you learn?
This course will cover:
- modify the Chart of Accounts
- make budget allocation to cost centres/ledger codes
- explore personnel links and salary projections
- print general ledger reports for budget monitoring.
- utilise functionality in the following FMS areas for maximum efficiency:
- use accounts payable and general ledger
- record non-invoiced income
- complete the new year/year end process
- record supporting documents
- email PDF orders.
- raise orders
- record invoices
- process payments
- deal with petty cash
Course Pre-requisites
A prior knowledge of FMS and an understanding of the school’s current office and financial systems is advised, but is not essential.
Example Curriculum
- View Purchase Orders (3:54)
- Add a New Purchase Order (7:39)
- Edit a Purchase Order (1:56)
- Authorise and Print a Purchase Order (3:08)
- Multiple Authorise and Print Purchase Orders (4:36)
- Add a Free Text Order (2:08)
- Cancel a Purchase Order - Not yet authorised (1:18)
- Cancel a Purchase Order - Authorised (1:19)
- Cancel a Purchase Order - Status Printed (2:13)
- Quiz
- Viewing Invoices (3:54)
- Add a new Purchase Order Invoice (5:40)
- The "Invoice All" function (1:24)
- Edit an Invoice (1:03)
- Authorise a Purchase Order Invoice (1:22)
- Cancel an Invoice (1:56)
- Add a "Non Order" Invoice (2:48)
- Authorise a "Non Order" Invoice (1:22)
- Add a Credit Note (2:02)
- Authorise a Credit Note (1:00)
- Quiz
Will I get a certificate?
On Completion of the course you can claim a School ICT certificate of course completion.
How long do I have access to the course?
You will have a year to complete the course.
How much is this course?
£85 exclusive of VAT
How do I purchase the course?
To purchase this course via your school/organisation you can pay by invoice. Please E-mail: t[email protected] specifying if you have a purchase order and which course(s) you wish to purchase. We require the name and address of the person paying for the course. If you are in a school this may be your Finance department. If you are purchasing a course for another member of staff, we will also need their name for the certificate and their email address to enrol them on the course. The student will receive an email once the course is available to access.
To purchase this course privately you can pay by bank transfer. Please contact our Finance team on 0345 2226802 to make a bank transfer. The course will be accessible on receipt of payment. We need your full name and an email address to enrol you on the course.
Terms of usage.
- Courses will be accessible for 12 months from the date of purchase.
- Once access has been granted to distance learning, no refund will be given.
- Under no circumstances should the course content be downloaded, copied or shared with other schools.
- Under no circumstances should your access details be shared.
- Support queries should be directed to [email protected]
Please see our FAQ page for more information.