School training is split into 4 learning pathways. The training is suitable for all members of the school finance team from business managers to finance assistants. Each learning pathway consists of a series of self study videos and test of learning, followed by a 1 hour live clinic with an Arbor Finance Customer Education Specialist.

Learning Path 1

1.5 hours self study

Settings access and users - This section covers creating users through RM unify, assigning permissions on Arbor Finance and password recovery.

Navigation - Learn how to find your way around the system. Familiarise yourself with the different icons and how to access the help centre.

Setting up your school - We will look at the various default settings in the system and how they can be customised and changed to suit your needs.

Records - See how your data will look in Arbor finance. Look at the terminology used in Arbor Finance and how this will relate to your data. Contacts, catalogues and VAT information are also covered in this section.

Clinic 1

1 hour live

1 hour live session with an Arbor Finance Customer Education Specialist. This session will cover the main points from learning path 1 and is your chance to ask questions you may have so far.

Learning Path 2

2 hours self study

Expenditure - Learn how to enter expenditure transactions and how to generate purchase orders.

Payments - How to make payments through Arbor Finance and generate payment reports. 

Income - Learn how to enter income transactions, VAT reimbursement and transfer money from bank to bank.

Clinic 2

1 hour live  

1 hour live session with an Arbor Finance Customer Education Specialist. This session will cover purchase orders and making payments and is your chance to ask questions you may have from learning path 2.

Learning Path 3

1.5 hours self study

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.

Searching- How to use the enquiries tab and search for all types of transactions

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

Clinic 3 

1 hour live 

1 hour live session with an Arbor Finance Customer Education Specialist. This session will cover fixing mistakes and reconciliation and is your chance to ask questions you may have from learning path 3.

Learning Path 4

1.5 hours self study

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.

Importing data - There are many types of transactions that can be imported into Arbor Finance to enable you to work more efficiently.

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

Clinic 4

1 hour live

1 hour live session with an Arbor Finance Customer Education Specialist. This session will cover custom reports and importing data and is your chance to ask questions you may have from learning path 4.

Upcoming Clinic Dates

Clinic 1

Wednesday 20th November 10am-11am
Monday 9th December 9am-10am
Wednesday 11th December 3.30pm-4.30pm
Thursday 12th December 1.45pm-2.45pm
Wednesday 18th December 10am-11am

Clinic 2

Thursday 21st November 1.45pm-2.45pm
Monday 9th December 1.30pm-2.30pm
Thursday 12th December 11.30am-12.30pm
Friday 13th December 9am-10am
Thursday 19th December 1.45pm-2.45pm

Clinic 3

Monday 18th November 9am-10am
Wednesday 20th November 2-3pm
Thursday 21st November 10.30am-11.30am
Friday 29th November 9am-10am
Monday 9th December 10.30am-11.30am
Monday 16th December 9am-10am
Wednesday 18th December 2pm-3pm
Thursday 19th December 10.30am-11.30am

Clinic 4

Monday 18th November 1.30pm-2.30pm
Wednesday 20th November 11.30am-12.30pm
Friday 22nd November 9am-10am
Friday 29th November 1pm-2pm
Thursday 12th December 9am-10am
Monday 16th December 1.30pm-2.30pm
Wednesday 18th December 11.30am-12.30pm
Friday 20th December 9am-10am
Friday 27th December 2pm-3pm