• Course overview



    Eligibility: This course is open to business managers and finance staff from any South Gloucestershire maintained school only.

    This is a free two hour course delivered via Teams.  The aim of this session is to provide School Business Managers with the knowledge and confidence to complete the year-end procedures issued by the Local Authority and Schools Finance. 

    We will take you through all key dates and deadlines, explain what an accrual is and why is important, and how to account for income and expenditure in the correct financial year. 

    We will also explain and demonstrate how to complete the associated forms or returns issued by the Schools Finance team and Corporate Finance. 

    Managing the process accurately and in accordance with the deadlines will ensure that the year-end process runs smoothly, will ensure compliance with audit requirements, and will get you ready for the next financial year.

    Learning outcomes

    As a result of this course, you will have knowledge and skills in the following areas:

    • Understand the importance of accurate transactions
    • Knowledge of key LA deadlines
    • Understand the importance of accounting for income and expenditure in the correct financial year



    Charges

    The charge for this course or event is: Free to South Gloucestershire Maintained schools only.

    If this course has a cost your school will be charged via statements or invoicing after the session.  Please ensure you cancel your place if you can no longer attend as you may still be charged.

    Please refer to our terms and conditions for more information.

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    Course activities to complete

    • Book and attend at least 1 event(s)
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