Manage Budgets
Take the first steps into organising your budgets.
By Cherry and 1 other2 authors24 articles
- 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.
- 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.
- 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.
- 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.
- Change the Basic Entitlement and Age Weighted Pupil Unit LineUpdate Basic Entitlement and Age Weighted Pupil Unit (AWPU).
- How to unlock or change a Locked ScenarioMake changes to a locked scenario by copying it back into Working Scenarios.
- Code the Transfer from Revenue Reserves Capital LineLearn how to code the CIL 565 Capital Income line.
Payroll Reconciliation
Use the payroll reconciliation function for better reporting and comparison between budgeted staffing costs and monthly payroll figures.
Data Settings
Set up data at your scenario level.
- 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.
- Import Staffing Data TemplateLearn how to download, complete, and upload the Import Staffing Data template to add staffing records into your budget scenario.
- Staff FactorsUnderstand what are staff factors, how you can create and add them to your contracts.
- Inflation FactorsDiscover how you can manage and amend inflation factors and how to apply them to different sections of your scenario.
- Correct configuration of FTE codes in salary calculationsHow an incorrect Staff Factor (FTE Code) can lead to overstated pro-rata salaries, and how to configure FTE codes correctly in Education Budgets.
Staffing
Everything about how to add, edit and amend staff contracts.
Manage Scenarios
Everything you need to know about creating and managing scenarios
- Create a scenarioLearn how to create a scenario from scratch before building your data.
- Lock a Working ScenarioLearn how to lock a working scenario.
- Use Brought Forward BalancesLearn what types of brought forward balances you can add to your scenario and how to add them.
- Pupil NumbersLearn how to add your pupil numbers and how it reflects on your AWPU budget line.
- Capital sectionUse the Capital section to register additional income or expenditure.
- Non-GAG Income sectionDiscover how to enter income that is not calculated using pupil number, school budget share or ESG, and how to manage it in the Non GAG Income section.
- Other Expenditure sectionLearn how you can add other expenses in the software.
- StaffingLearn to manage your staffing contracts, apply pay adjustments, add and remove contracts.
- Upgrade a Budget ScenarioLearn how to upgrade a budget scenario.