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RM Finance Online: trouble shooting your system reconciliation

Hertfordshire Development Centre, Stevenage, Robertson House, Six Hills Way
Course Tutors
Nicki Teare
Admin Contact
Target Audience
Bursars/Finance Staff / Business Managers / Office Managers
target audience
Course Types
Course categories
Academies and Schools (including EYFS)
Financial Services
Event Description
This course is designed for schools using RM Finance Online who complete their own transactions and are seeing differences on the Comprehensive System Reconciliation and need help to understand why they occur and how to fix them. This course will look at the different sections of the form and understand what they are designed to check. We will look at some of the most common errors and how to rectify these, including differences on the VAT section. Delegates will then be able to complete their own Comprehensive System Reconciliation using their latest school’s data with staff on hand to be able to support with solving the reasons for any variances.

Please note that we cannot guarantee that we will be able to resolve all system reconciliation errors on this course. Please also note that we will not be able to investigate variances on the purchase order section of the Comprehensive System Reconciliation and it is recommended that schools contact the Financial Services helpline for help with this.
Training objectives
Learning outcomes
By attending this section, participants will:

  • be able to understand where the figures on the form come from and how differences occur

  • be able to investigate and avoid differences in the future

Additional Information
Delegates should bring:
  • a copy of their latest completed comprehensive system reconciliation
  • their log in to RM Finance Online
  • submitted paper VAT returns for the last three years where schools are experiencing errors on the VAT section of the control form
Start Date
Tuesday 3 December 2019
End Date
Tuesday 3 December 2019
Closing Date
Monday 2 December 2019
13:30 - 16:30
Maximum Places
Maximum places per establishment
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Number of Sessions