RM Finance Online: new users

Course Tutors
Nicki Teare
Admin Contact
Target Audience
Administrative Staff / Bursars/Finance Staff / Business/Office Managers
target audience
Course Types
Course categories
Academies and Schools (including EYFS)
Financial Services
Event Description
This course is aimed at new users of RM Finance Online who will be posting the financial transactions onto the system.

The first part of the course will be an eLearning module that will introduce delegates to CFR (consistent finance reporting) which defines how maintained schools account for income and expenditure. A link to access the eLearning will be sent to delegates once a place has been booked on this course. 

Session one will provide an introduction to the system. We will be looking at the coding structure in RM Finance Online and how to post simple income and expenditure transactions.

Session two will follow on from the topics covered on session one. We will look at how to post more complex items including payroll reports. We will look at setting up and using duplicate batching and how to correct any errors.

Session three will revisit the areas covered on sessions one and two and will be an opportunity for delegates to refresh their knowledge and improve their skills using RM Finance Online in a supported environment.

Training objectives

  • to introduce delegates to RM Finance Online

  • to look at how to post income and expenditure transactions onto the system

Learning outcomes

  • ability to confidently post complex income and expenditure transactions to the system

  • ability to correct errors in the system

Additional Information
The cost of this training is £275 (+VAT) per delegate.
Closing Date
Monday 4 October 2021
Session Session date Session time Session venue
1 05 October 2021 09:30 - 12:30 Webinar
2 09 November 2021 09:30 - 12:30 Webinar
3 07 December 2021 09:30 - 12:30 Webinar
Maximum Places
Maximum places per establishment
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