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What is Access Education Financial Management Solutions?
Access Education Financial Management Solutions
Access Education's financial management solution offers a robust, cloud-based platform that combines Access Education Budgets and Access Education Finance.
This integrated approach ensures schools can efficiently manage, control, and report on their finances while meeting DfE and ESFA requirements.
It is suitable for schools of all sizes, including academies, Multi-Academy Trusts and independent institutions.
A Cloud-Based Financial Management System
Access Education’s finance solution is designed specifically for the education sector, providing schools with an all-in-one platform accessible anytime, anywhere via
a cloud-based hub, Access Workspace.
This ensures ease of use, real-time updates, and a seamless experience with no additional IT costs.
Key Features
- Customisable Financial Management:
Tailor your chart of accounts, ledger options, and document templates to fit your school’s unique needs. The system supports accurate transaction management, payments, receipts, and reconciliations, with built-in double-entry posting and transaction warnings.
- Comprehensive Budgeting:
Access Education Budgets allows for up to five years of forecasting and detailed budget planning. Schools can model various financial scenarios, including changes in staffing, income, and expenditures, with real-time adjustments via the new reforecasting feature in the Snapshot view.
- Efficient Reporting and Compliance:
The platform provides extensive reporting capabilities, including standard DfE formats and bespoke reports. It supports income and expenditure tracking, payroll reconciliation, and detailed management reports. Reports can be generated for governors and trustees, ensuring compliance with regulatory requirements. - Integration and Flexibility: Seamlessly integrate with other educational software systems, including Access Education People & Payroll, Access Education Curriculum, and Access Education SEND. The system also supports third-party financial management integrations like PS Financials and Sage, enhancing operational efficiency.
Real-Time Financial Insights
The real-time information dashboard offers an up-to-date view of your school’s financial performance, while detailed analytics help identify trends and inform decision-making. Customisable user-access profiles ensure appropriate delegation of responsibilities, and secure, cloud-based document management keeps all financial records organised and accessible.
Dedicated Support for Education
Access Education’s financial management software is built in partnership with school finance managers and education professionals. It meets all DfE and ESFA requirements, and its compliance with digital tax regulations ensures smooth transitions for tax submissions. The platform’s 100% cloud-based nature eliminates the need for additional IT support, offering minimal disruption and the latest features with every login.
Enhanced Financial Management
With Access Education’s integrated financial management solutions, schools across the UK benefit from streamlined budgeting, precise financial tracking, and comprehensive reporting. By optimising financial processes and ensuring compliance, schools can focus on delivering quality education while managing their finances efficiently.
For more information on Budgets, please visit:
https://www.theaccessgroup.com/en-gb/education/software/school-budgeting/
For more information on Finance, please visit:
https://www.theaccessgr oup.com/en-gb/education/software/school-finance/
Recommended Usage
Screenshots
To use Access Education Financial Management Solutions, schools need a computer with internet access and a modern web browser. The system is compatible with both Windows and Mac operating systems.
The setup process for Access Education Financial Management Solutions varies subject to requirements.
Access Education Financial Management Solutions provides comprehensive training for users, including initial setup guidance, detailed user manuals, and interactive training sessions. Schools can also access online resources and tutorials to help staff become proficient in using the system.
Users of Access Education Financial Management Solutions have access to a dedicated support team available via phone and email. Additionally, there is an online help center with FAQs, user guides, and troubleshooting tips. Regular software updates and maintenance are also provided to ensure the system runs smoothly.
School must create the account.
Access Education Financial Management Solutions Pricing
Paid Subscription
Pricing for Access Education Financial Management Solutions varies based on the size of the institution and specific requirements. Schools can contact The Access Group for a customised quote.
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