What's new
Reports
Excel exports now use numeric value format in three reports
Numeric columns in the Income & Expenditure Analysis Report, Payroll Reconciliation by Section Report, and Payroll Reconciliation Report Excel exports are now written as true numeric values rather than text strings. This means exported cells sum correctly natively and no longer trigger Excel's "number stored as text" warning.
Education Finance Integration
Published and locked budget scenarios now included when linking to Education Finance
When linking budgets to Education Finance, published and locked budget scenarios are now included. This gives you a more complete view of your budget position when making that connection.
How this update will be made available
This improvements are already available.
Navigate to the relevant area of Access Education Budgets to use these improvements.
Income & Expenditure Analysis Report Excel export: Navigate to Reports, then click Financial Reports, select the Income/Expenditure Analysis Report and use the Export to Excel option as normal.
Payroll Reconciliation by Section Report Excel export: Navigate to Reports, then click Pupil/Staff Reports, select the Payroll Reconciliation by Section Report and use the Export to Excel option as normal.
Payroll Reconciliation Report Excel export: Navigate to Reports, then click Pupil/Staff Reports, select the Payroll Reconciliation Report and use the Export to Excel option as normal.
Education Finance budget linking: no action is required. When linking budgets from Education Budgets to Education Finance, published and locked scenarios will now appear automatically.