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Latest Information

Monthly Financial Procedures

The monthly financial procedures have been updated below.  Please note that the checklist is now a spearate document to enable you to print this sheet without printing the entire document.

End of year training is now underway.  Please remember it is never too early to start the end of year housekeeping tasks.  This is covered in your training sessions.  Documentation will follow shortly.

Financial Guidelines

ESFA Academies Financial Handbook
Budget Forecast Checklist Aug 17
PDET Finance Regulations Manual


Finance Forms

PDET Planner 2017 - 2018
Academy Monthly Financial Procedures
Academy Monthly Checklist
Accruals / Prepayments / Assets
End of Year Checklist
Internal Transfer Request
Monthly PSF Payroll Procedures
PSF New Supplier Template
Salary Reconciliation Template


Finance Newsletters

Finance Newsletter 5
Finance Newsletter 4
Finance Newsletter 3
Finance Newsletter 2
Finance Newsletter 1


Useful Links

Capita SIMS - log in page

Education Funding Agency – Academies Funding Allocations

Education Funding Agency – Devolved Formula Capital

Education Funding Agency – Pupil Premium

Education Funding Agency - Rates - online claims

Education Funding Agency - Universal Infant Free School Meals

Education Funding Agency – Weekly Bulletins

Northamptonshire County Council Schools Finance