Your Arbor Finance Training Programme

These training sessions will give you a broader understanding of Arbor Finance and enable you to support your schools more effectively and with confidence. The training is split into 3 4 hour sessions. Each session allows plenty of time for questions and interrogation of the system. 

Session 1 Covers: 

User Management - This section covers creating users through RM Unify, assigning permissions on Arbor Finance and password recovery.

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

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

Chart of Accounts - 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.

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

Session 2 Covers:

Making payments from the system - this includes BACS, printing cheques and LA payments.

Processing all other types of transactions such as income, internal charges, credit notes, VAT reimbursement, budget allocations, transfers and accruals

Fixing mistakes - With even the strictest controls, errors will always occur. This could be the biggest area for support - We go through various different types of reversal and how to rectify these errors efficiently.

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

Session 3 Covers: 

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

Uploading data - There are many types of transactions that can be imported into Arbor Finance to enable your schools to work more efficiently. We will take a look at each one so that you can support your schools in the best possible way.

Work flows using control accounts - Do your schools need to use control accounts to transact more effectively? We will take a look at the function behind using control accounts and how they may be useful to you.

Period 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.  

2 Hour Consultation Session: 

Following your training sessions there will be a two hour follow up meeting with your trainer. This meeting will allow you to ask any further questions that you may have since completing training. You will also discuss how you would like to set up your Arbor Finance site.

2 Hour Migration Session: 

The final session with your trainer will cover the migration process and learning how schools will transfer their data into Arbor Finance.