Working within Training Centre, Arbor Finance personal training suite and with our dedicated trainer, via Zoom

School training is a mix of online self study and live sessions with one of our dedicated trainers. There are two main courses; Getting started with Arbor Finance and Month end processes. Getting started with Arbor Finance is a mandatory course for all learners whilst month end processes is aimed more at school staff who will be completing the monthly reports, fixing mistakes and reconciling the accounts.

There are also two smaller courses which are not mandatory for using sales invoicing and for non cheque books schools who import a reconciliation file as part of month end.

Getting started with Arbor Finance

Approximately 2 hours self study + live sessions - Mandatory for all learners 

Getting started for schools - This section covers logging in, searching, system setup and records.

Expenditure and Income - Learn how to enter expenditure and income transactions including VAT reimbursements.

Payments - How to make payments through Arbor Finance and generate payment reports. This section also covers adding budget allocations and processing internal charges (Moving amounts between budget and analysis codes)

Live sessions 

All live sessions are 45 mins

Adding Contacts - Learn how to add alternative payees, suppliers, income sources and customer to Arbor Finance. 

Using Purchase Orders - How to add new orders, receive good and pay the invoices for them. 

Making BACs Payments - How to generate the BACs file, send remittances and run reports for making BACs payments.

Making Payments Using the LA Payment File - Non cheque book schools can learn how to generate the LA payment file to send to their LA to make payments. 

Month End Processes 

Approximately 1.75 hours self study - non mandatory but relevant to school staff completing these actions

Fixing mistakes - With even the strictest controls, errors will always occur. This section covers various different types of reversals and how to rectify these errors efficiently.

Bank reconciliation - Both types of reconciliation are covered. You can choose what will best suit your school to help with month end processes.

Reporting - There are various different reports in the system. We will take a look at the most commonly used ones to enable you to report effectively using Arbor Finance.

Month end - You’ll get to see what happens when a period end is run to enable you to see the whole process of transacting with Arbor Finance.  

Importing a rec file

Approximately 20 minutes self study + Live session - non mandatory but relevant to schools who import a rec file as part of their monthly processes

This course covers an introduction section and rec file set up followed by a live session on how to import a rec file.

Sales Invoicing

Approximately 1 hour self study - non mandatory but recommended if you are planning to use the sales invoicing module in Arbor Finance

This course covers the use of the sales invoicing functionality. How to set up invoices, manage them and report on their status.

Current live session timetable

All live sessions are bookable through the training hub