This guide explains the main areas you need to review when you start using Education Budgets. Use it to understand the setup order, where key settings are managed, and which data areas you can build into your scenarios.
Get Started With Budget Setup
Before you start managing the budgets you will need to add users into your system and grant them the level of access you find fit.
You have two ways to add users:
If you are not using Access Evo yet, you can add users from Education Budgets.
If you use Access Evo, you can manage the roles from Evo.
Once you have the members added, you can start working on setting and building your data.
Education Budgets has two layers where you can amend settings:
The Academy/School menu.
The Scenario menu.
Academy/School menu
This Academy/School menu contains features and settings, that once are set up, will apply to all scenarios you create in the respective budget year:
Manage Budgets:
It represents the area where you can create and upgrade scenarios, apply the updates available and navigate into your scenarios.
Access Education Links: You can download the Link Companion, in order to be able to link your third party software with Access Education Budgets.
Action Planner: Create activities to include in the budget of one or all of your scenarios.
Account Coding:
In this area you will be able to Setup Coding and Mapping.
📌Note: If you use another accounting software such as Access Education Finance or import your accounting via Access Education Links, this area will be read only.
Settings: The settings will help you organise how your scenario will look once you have created it and consist of:
Job Types: manage job types that will help organise staffing information across your scenarios.
Year Groups: configure year groups to correctly define the pupil numbers in your establishment.
Funding Grouping Heading: organise income budget lines within your budget structure.
Profile Templates: create and manage your profile templates to change monthly profiling on selected budget lines.
Pay Adjustment Types: manage pay adjustment types that will be available to apply to staffing contracts.
Other Settings: manage scenario settings, account coding and other useful features.
Budget Monitoring: You can compare your budget with your actuals and track your projected outturn over time.
Scenario Menu
Your scenarios will be on the Manage Budgets section of the software.
Once you have created a scenario you can open it and start building on different section of the scenario.
First steps on managing scenarios:
Build your scenarios data by adding information in each section:
Data Settings:
Pay Related Factors.
Pay Scales.
Other features
Education Budgets provides useful features that can help manage and view your budgeting data.
Budget Summary: is a visual representation of your budget data
View Budget Dashboard: is a visual representation of the current budget of your scenario with bar charts, graphs, and a table of the forecast balances.
View Budget Summary: a concise overview of the budget scenario.
Quick Salary Calculator
Is a tool within the software designed to compare contracts, e.g. for when a new member of staff is taken on or to see the costs of somebody moving up a scale.
Reports
Contains a series of budget reports that help with reviewing and analysing your data.
Budget Tools
Includes additional options for reviewing and analysing budget information:
Forecast Balances.
IE Charts.
Key Performance Indicators.