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Finance

News, manuals and helpsheets available for FMS6 users.

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Finance News

Direct Payments from Bank Account - New notes added for June 2010. Click to read more. 24/6/10

Corporate Finance News - New notes added - Useful Contacts June 2010 and Barclays Contacts June 2010. Click link to view the Corporate Finance panel. 7/6/10

FMS Lock file has grown too large - Solutions to this error message have been provided for Central Hosting and Non-CH Schools. 15/5/08

New ESPO Catalogue 2010 - Click the link to be directed to the ESPO panel below. New file uploaded. 30/3/09

FMS Introduction to CFR Mapping - New manual uploaded. 18/3/10

FMS Creating New Structure - New manual uploaded, February 2010 edition. 2/3/10

FMS Year End 2009/10 - Click here to read the new manual. 24/2/10

FMSIS Audit Information - This will prove useful to those schools undergoing their FMSIS review. Click on the link to read more. 19/1/10

Adding Structure for OPEN - New notes have been uploaded. 18/11/09

SIMS.net Personnel Service Terms - New files have been uploaded. 27/7/09

New Corporate Finance News Panel - New item - Corporate Requirements Framework 09/10 for Bank Account Schools. 29/6/09

Backing up FMS - This is a new method of backing up your FMS database, which will help to prevent errors caused by file size. Click on the link to read more. 4/6/09

End of support for SIMS Modules - Click the link to access the notes. 29/4/08

Finance Training Courses - Click the link to access the Finance Training homepage.

Schools Financial Benchmarking - Want to see how your budget compares to other schools? If the answer is yes then click on the link and take a walk through the DfES Benchmarking guide and website.

User Manuals

Direct Payments from Bank Account

Introduction to CFR Mapping

FMS Year End 09/10

FMS Creating New Structure

FMS Lock File Solution

Backing up FMS

Notes are available in two formats:

Backing up FMS - Word Document

Backing up FMS - PDF Document

By backing up the FMS database through the DBAttach method, you will be shrinking the database and this will prevent your FMS crashing due to the file size.

Importing the ESPO Catalogue into FMS

New 2010 Catalogue available

ESPO.zip

Importing ESPO Catalogue - Notes (Central Hosting)

Importing ESPO Catalogue - Notes (Non-Central Hosting)

How to import ESPO - Video (Central Hosting)

How to import ESPO - Video (Non-Central Hosting)

Non-Central Hosting Schools - Left click on the ESPO.zip link to start the download. Save this to your hard drive, and then extract the contents to a folder - there may be a folder that exists from the previous download called C:\ESPO - use this again and overwrite all files that are in there. Then import this into FMS.

Central Hosting Schools - There is a slightly different approach to saving and extracting the zip file for CH schools. Click on the video link above and this will take you step-by-step through the process. This method will also work if you have a new PC and do not have WinZip installed as standard.

NOTE: If you are having difficulties unzipping the files or do not have WinZip on your PC, the eight files required to import the ESPO catalogue are included below to download individually. Create a folder in your C: drive called ESPO, then left-click on each file in turn and save it to the new folder. Once all eight files are in the C:\ESPO folder, open FMS6 and import as per normal.

Personnel 7 Staff Service Terms

New file uploaded - The latest Service Terms/Pay Awards are now available for importing into Personnel. They are specific for school type so please ensure you select the correct file for your school type.

How to import the new Service Terms - Click on the link to read the notes, then download the relevant zip file below.

Primary.zip

Secondary.zip

Special.zip

How to use WinZip - Camtasia Video - Click the link and watch how the above file is downloaded and unpacked.

How to unpack files in Centrally Hosted MIS - Camtasia Video - Click the link and watch how the above file is downloaded and unpacked.

It is advisable to import the CCS-Base_lookups before importing the file relevant for your school type. This should be done in SIMS.Net using Tools | Lookups | Import Lookups and locating the file in c:\sims

To load the file schools need to save both files somewhere like my documents. Then open SIMS.net with an ID that has Personnel Manager rights. Then use Tools | Staff | Pay Related Import. Click on Select a file and locate the file where it was downloaded to (they will only see one file on the screen). Double click on the file and the details of the contents will populate the screens. Users should see four Service Terms - HD, NT, TE and TS. Click Import to bring the data in.

Users should also be aware that the ten point Unqualified Teachers range has been reduced to a six point range. The details of where the old points map onto the new are contained on the teachernet website using the following url: www.teachernet.gov.uk/docbank/index.cfm?id=12638 The New pay scale has been added to the TE Service Term as UQN. Users will have to edit all contracts utilising the UQT scale and add the new scale and point.

Corporate Finance News

Corporate Requirements Framework 10/11 for Bank Account Schools

Hint & Tips - Spring 2010

Useful Contacts for Bank Account Schools - June 2010 - NEW!

Barclays Contacts - June 2010 - NEW!