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Introduction to the Year End

Webinar Overview This webinar focuses on certain key tasks outlined in the FSSU Year-end guideline for 24/25 and the extra attention to detail that is required to ensure that the Year-end accounts are prepared on a timely and accurate basis. Webinar Handouts Presentation Slides Chart of Accounts Calculation of Unspent Grants Template Webinar Recording Date … Continued

Introduction to the Year-End

Webinar Handouts > Powerpoint Slides > Chart of Accounts > Calculation of Unspent Grants Template > Payroll Journal Template Date held: 29/08/2023

Credit Cards

Overview Schools are permitted to have a credit card. The Principal is to be the only credit cardholder. If the board of management decides that it requires a credit card for the school, this must be formally approved by the board. This approval should be included in the minutes of the board meeting. Before a … Continued

Monthly Financial Reporting

Monthly Financial Reporting Process Effective financial oversight is essential for maintaining transparency and accountability in school operations. A structured monthly reporting process ensures that financial reports are prepared, reviewed, and approved in a timely manner. The following outlines the key steps involved in the financial review and reporting process. Preparation of Financial Reports The accounts … Continued

Contact the Charities Regulator

The Charites Regulator’s customer service team can be contacted in the follow ways: Helpline: (01) 633 1500 (available 11am-1pm Monday to Friday). Query Form on the website Email: info@charitiesregulator.ie Website: charitiesregulator.ie

Guide on Preparing Month End Reports

Preparing for the Finance Subcommittee Meeting Guidance on preparing reports and documentation for the Finance Subcommittee Meeting. > Guide on Preparing Month End Reports & Supporting Documents > Guide on Generating monthly/finance subcommittee/board of management reports > Webinar recording Templates > Sample template for the manual reports > Template to assist with reporting on Capital … Continued

Capital Projects

Items Covered Paperwork Organisation, Processing an RCT Contract/Payment notification in ROS, Preparing and Filing a VAT Return, Accounts for VAT & RCT in Surf Accounts, Recording Capital Grants & Expenditure in Surf Accounts and Reporting on Capital Projects Handouts Presentation Slides Capital Projects Checklist Capital Projects Report to the BOM VAT/RCT Worksheet New Supplier Set … Continued