Integrations
Integrate your other software's to get the most out of your budgeting tool.
By Cristina1 author13 articles
Use the PS Financials Link ModuleLearn how to import your chart of accounts from PS Financials into Access Education Budgets.
Use the Arbor Link ModuleLearn how to export staffing data from Arbor and import it into Access Education Budgets using the Access Education Links Companion.
Download and Install the Links CompanionLearn how to download, install, and log in to the Access Education Links web companion to streamline your budgeting processes.
Central Budgets
Trusts can organise school's budgets in one place and publish data into Budgets.
Open a new budget yearLearn how to open and publish a new budget year so schools can use the latest budget data.
Access Education Finance
Integrate your accounting software with Budgets for improved data.
Import Finance Account Codes into BudgetsLearn how to check the link between Access Education Finance and Access Education Budgets, then import your account codes into Budgets.
Account Codes in Access Education Finance Are Missing from Section Codes in a Budget ScenarioWhy cost centres and ledger codes from Access Education Finance may not appear against Section Codes in a budget scenario, and how to fix it.
ICFP
Combine your financial budget plans with your curriculum and staff deployment plans.
Understand Integrated Curriculum and Financial PlanningLearn what ICFP is and how resource plans work alongside your budget scenarios.
Launch ICFPLearn how to open the planning tool for one or more schools from Access Evo.
Use The Resource Plan ListLearn how to view, search, and open resource plans from the list.
Manage Resource PlansLearn how to refresh scenario data, copy resource plans, delete plans, and publish them for consolidated reporting.
Create Or Upgrade Resource PlansDiscover how to create new resource plans or upgrade plans from a previous budget year.
Understand The Resource Plan View And Key ChartsDiscover what is shown in the Resource Plan view, including the main charts and tabs.
Generic Manual Link
Use the Generic Manual Link to upload your Chart of Accounts via an Excel Template.
Use the Generic Manual Link