Board of Management Reporting
The webinar covered the following: An overview of the General Ledger in Surf accounts Building confidence in reporting from Surf accounts Practical suggestions for reviewing reports and making changes where necessary Monthly Board of Management Reporting requirements > Handout > Presentation Slides Date held: Tuesday 25th January
Salaries for school secretaries previously funded under Ancillary grant funding
Guidelines Financial Guideline 2025/2026 – 25 Financial Guideline 2025/2026 – 02 Financial Guideline 2024/2025 – 27 Financial Guideline 2024/2025 – 10 Financial Guideline 2021/2022 – 36 Mid-term/Christmas/Easter Holiday Pay Arrangements Guidance from the Dept. of Education Templates Annual Leave Calculator for Secretaries Laid Off Over Holidays Calculation of Whole Time Equivalent for the purpose of … Continued
Budget (Importing into Surf)
> Guide on Entering the Budget in Surf > Presentation Slides
Budget (Importing into Sage)
> Guide to importing the Budget > Presentation Slides
On-Demand Videos
Introduction to Sage Demo for New Users Year End New Financial Year Previous Videos BOM Income & Expen. Account (Part 1) BOM Income & Expen. Account (Part 2) Recording Journal Entries in Sage 50 Board of Management Balance Sheet Monthly Board of Management Reporting Sage 50cloud Accounts
Short demonstration videos for Key Topics
Importing the Budget into Sage Standardising the Chart of Accounts School Library Book Capital Grant
Autumn Sage 50 Training 2023
Sage 50 – Working with the Accountant to finalise the Year End Date: Wednesday 29th November > Watch Webinar Recording Getting started with the Suppliers Ledger in Sage 50 Date: Wednesday 8th November > Watch Webinar Recording New Financial Year 2023/2024 – An overview including reporting to the BOM at month end Date: Wednesday 25th … Continued
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 (Revised version March 2026) Templates > Sample template for the manual reports > Template to assist with reporting on Capital Projects > Monthly Reporting Checklist Webinar Recording & … Continued
Bank Feeds
Bank Feeds for version 29.2 Watch video on the Bank Feeds module Bank Feeds for version 28 and earlier > Quick reference guide to Bank Feeds > Bank Feeds Webinar Recording