Financial Procedures Manual: Finance Software for Schools | HCSS Education

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Financial Procedures Manual

Financial Procedures Manual

Off the shelf, ready to use model policies and procedures

The Financial Procedures Manual is a comprehensive Microsoft Word based set of model policies and procedures. Developed and maintained by experienced School and Academy consultancy staff, the Manual contains all of the latest guidance from the DfE and EFA, and has been used in countless Schools over the last decade. Fully editable to your specific circumstances, the Financial Procedures Manual can be developed into a core reference document for your institution.

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Financial Procedures Manual

Overview

The Financial Procedures Manual is a comprehensive Microsoft Word based set of model policies and procedures. Developed and maintained by experienced School and Academy consultancy staff, the Manual contains all of the latest guidance from the DfE and EFA, and has been used in countless Schools over the last decade. Fully editable to your specific circumstances, the Financial Procedures Manual can be developed into a core reference document for your institution.

Download a sample of the Financial Procedures Manual here.

Features & benefits

A fully editable Microsoft Word document suitable for both schools and academies

The Financial Procedures Manual has embedded documents for reference at the end that you can tailor to suit your own needs. Sections that relate to schools or academies are appropriately cited, and can be simply deleted and customised to suit the needs of your establishment.

Includes all of the latest requirements from the DfE and EFA up to the date of purchase

HCSS Education holds a master copy of the Financial Procedures Manual which is reviewed and updated regularly so that at the point of sale you can be confident that you have the most up to date information available.

Contains a framework with all elements required for a comprehensive Financial Procedures Manual

The purpose of the Financial Procedures Manual is to define a framework of accountability for both staff and Governors and to define each area of responsibility within the day to day financial management.

Policy and procedures manual

It is essential that internal systems operate effectively to meet Government requirements and that all the financial procedures are clear and precise. Financial procedures should inform those involved in the financial aspects of running the establishment – including outlining what is expected of them, thus reducing the risk of procedures not being implemented effectively. The Financial Procedures Manual contains policies and procedures to ensure effective financial management.

Holds reams of best practice guidance on all aspects of school and academy financial management

The Manual is suitable for both maintained schools and academies and includes best practice guidance, many editable resource documents and policy templates.

Contains many editable resource documents and policy templates

All the editable resources and templates in the document support you with completing your Financial Procedures Manual, you will find the instructions and templates easy to use and saves you significant time.

Automated update of the table of contents with hyperlinks for quick and easy navigation

The table of contents has been automated and certain headings identified to appear automatically in the table once updated. This allows you to go straight to the required part of the manual by using the navigation pane.

Optional consultancy available to customise the Financial Procedures Manual to reflect your own school/academy arrangements

One of our highly experienced consultants can come and support with customising the Financial Procedures Manual to your school/academies individual needs (at an additional fee). Please contact us to find out more about this service.

Produced and supported by experienced school/academy practitioners 

We have a wealth of knowledge and expertise of education finance. Our experts have worked in schools and academies as Business Managers and Bursars and they have come together to produce the Financial Procedures Manual. When you purchase the Financial Procedures Manual you can be confident that you have been provided with all the information that you need.

FAQs

What is the Financial Procedures Manual?

The Financial Procedures Manual is a Microsoft Word document containing a combined model finance policy and procedures manual. The Manual is suitable for both maintained schools and academies and includes best practice guidance and many editable resource documents and policy templates.

How does it work?

The Financial Procedures Manual is a fully editable Microsoft Word template. Schools and academies pay a one off fee for the latest version of the document and edit it to their own needs. Schools and academies may pay a consultancy fee for HCSS to provide this service. The HCSS master version of the document is regularly reviewed to ensure that it contains all the latest statutory requirements.

What are the main features?

  • A fully editable Microsoft Word document suitable for both schools and academies.
  • Includes all of the latest requirements from the DfE and EFA up to the date of purchase.
  • Contains a framework with all elements required for a comprehensive combined finance policy and procedures manual.
  • Holds reams of best practice guidance on all aspects of school and academy financial management.
  • Contains many editable resource documents and policy templates.
  • Automated update of the table of contents with hyperlinks for quick and easy navigation.
  • Optional consultancy available to customise the Financial Procedures Manual to reflect your own school and academy arrangements.
  • Where appropriate recommendations can be offered to improve on existing processes and procedures.
  • Produced and supported by HCC Education's consultants who are experienced school and academy practitioners.

What happens to the Financial Procedures Manual when there are legislative changes?

The HCSS master version of the document is regularly reviewed to ensure that it contains all the latest statutory requirements. This will not have any impact on documents already purchased by schools or academies.

How much does FPM cost?

If you are interested in finding out more about FPM including pricing information please call us on 01625 511011 or make an enquiry using the online form.

Is there a discount for bulk purchase by Multi Academy Trusts or Local Authorities?

There is a discount of 20% available for purchases of 20+ copies of the manual.

Does HCSS provide Multi Academy Trust/Local Authority level customisation?

This would be negotiated on a case by case basis and could be provided at a fee.