Manage Budgets
Take the first steps into organizing your budgets.
By Cristina1 author14 articles
Upgrade a Budget ScenarioLearn how to upgrade a budget scenario.
Code the Transfer from Revenue Reserves Capital LineLearn how to code the CIL 565 Capital Income line.
Change the Basic Entitlement and Age Weighted Pupil Unit LineUpdate Basic Entitlement and Age Weighted Pupil Unit (AWPU).
Apply Inflation to the Basic Entitlement / AWPU LineLearn how Basic Entitlement (AWPU) inflation is calculated and how to view, edit, and troubleshoot inflation settings in your scenario.
Add the Transfer from Revenue Reserves Capital LineLearn how to add and code the EL 420 – Transfers to capital fund line so the linked CIL 565 – Transfer from revenue reserves line appears in Capital.
Upgraded Scenarios Look Different in the New Budget YearWhy some values look different after upgrading a scenario into a new budget year and which sections you need to review and repopulate.
Understand What the Updates Available Button DoesWhat the Updates Available button is used for, when it appears, and how updates affect scenarios in the current budget year.
Lock a Working ScenarioLearn how to lock a working scenario.
How to unlock or change a Locked ScenarioMake changes to a locked scenario by copying it back into Working Scenarios.
Payroll Reconciliation
Use the payroll reconciliation function for better reporting and comparison between budgeted staffing costs and monthly payroll figures.
Use the Payroll Reconciliation FunctionLearn how to set up and use Payroll Reconciliation to compare your budgeted payroll costs with your actual payroll each month.
Data Settings
Set up data at your scenario level.
Import Staffing Data TemplateLearn how to download, complete, and upload the Import Staffing Data template to add staffing records into your budget scenario.
Inflate Pay Scales by a PercentageLearn three ways to apply or amend percentage inflation to a pay scale in your scenario.
Create or Edit a Staff FactorHow to create a new staff factor, and why staff factors that are already in use cannot be edited or deleted until they are removed from staff contracts.
Staffing
Everything about how to add, edit and amend staff contracts.
Add a Maternity or Paternity Allowance to a Staff ContractLearn how to add a maternity or paternity allowance to a staff member’s contract and view the allowance breakdown.