• Schools Finance

    Finance - Introduction to Access Education Finance and Access Education Budgeting (INT701)

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    Course overview

    Eligibility: This course is open to all new administrators, school business managers and headteachers in South Gloucestershire maintained schools only.

    AEF and AEB are the Finance and Budgeting systems used by South Gloucestershire maintained schools.  This course will give new users an overview of both systems and provide guidance and documents.

    This two hour course delivered over Microsoft Teams will be split into two sections:

    Introduction to Access Education Finance:

    • An overview of the system
    • How to raise purchase orders and process invoices
    • How to set up new suppliers and customers
    • How to approve purchase orders and invoices
    • How to run reports
    • General housekeeping tasks

    Introduction to Access Education Budgets:

    • An overview of the system
    • How to make changes to staff contracts
    • How to add a staff contract
    • How to update other income and expenditure
    • Useful reports

    Users that process transactions in AEF only do not have to stay for the introduction to Access Education Budgets section.

     

    Learning outcomes

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

    •          How to view transactions in AEF
    •          How to process transactions in AEF
    •          How to run reports in AEF
    •          How to view information in AEB
    •          How to update staffing in AEB
    • Useful reports in AEB

     

    Charges

    The charge for this course or event is: £ 40.00  South Gloucestershire Maintauned schools only

    If this course has a cost for your school and a booking is made before 1st September 2026, we will charge via school statements in the usual way.  From 1st September 2026 you will be asked to pay via GovPay upon sign up, using a credit or debit card.

    Please ensure that you book onto the course date to complete your booking by clicking on ‘View and choose course dates’.  If you can no longer attend please cancel your place giving at least 7 days’ notice in order to be able to claim a refund.

    Please refer to our terms and conditions for more information.

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    Course activities to complete

    • If you are eligible for this course, please go to the top of this page and click sign up, you’ll then be able to book a place and access the activities below.


    • View and choose course dates Booking
      Students must
      Book and attend at least 1 event(s)
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