Guidance
BACS
LB Hillingdon BACS Guidance - July 2020 (PDF, 1 MB)
Bacs in Hillingdon Schools Presentation - October 2018 (ZIP, 2 MB)
Capital
Capital Monitoring Quarterly Guide June 2026 (1) (PDF, 428 KB)
Revenue Contribution to Capital - step by step v2.3 (Excel doc, 26 KB)
Revenue contribution to Capital Guidance June 2026 v1.2 (PDF, 167 KB)
Revenue Contribution to Capital Presentation - July 2015 (ZIP, 321 KB)
Car Allowance
Car Allowance - February 2017 (Word doc, 11 KB)
Cash Advance
OneDrive Cash Advance Guidance - December 2020 (PDF, 465 KB)
FMS6 Cash advance procedures v2.1 - August 2019 (Word doc, 2 MB)
How to download a file securely using USO-FX2 - November 2017 (PDF, 709 KB)
Cash Advance Guide - June 2016 (Excel doc, 1 MB)
Coding Lists for FMS
Appendix 6 - CFR Coding Overview and Listing 2025.26 v1.2 (Word doc, 82 KB)
Coding_List_2025-26_Ledger_Codes-CFR v1.1 (Excel doc, 30 KB)
Example_Cost_Centre-Ledger_Code-CFR_Code_Structure_25-26._v1.0.xlsx_1_ (Excel doc, 33 KB)
New codes for 24-25 (Excel doc, 22 KB)
Consistent financial reporting framework 2026 to 2027 - Guidance - GOV.UK
Extended Services
Extended Schools Codes Table v3.0 (Excel doc, 13 KB)
Pupil focused & Community School Activity Flow Diagram v2.0 (Excel doc, 24 KB)
Financial Reporting
Budget Monitoring Sample - September 2017 (Excel doc, 68 KB)
Financial Reports Guidance SIMS FMS October 21 (PDF, 757 KB)
General
Setting up a desktop shortcut for GoToAssist guidance (PDF, 378 KB)
UTR for Tax-Free Childcare 8012318869 UB8 1UW (PDF, 93 KB)
High Needs
High Needs - August 2020 (Word doc, 12 KB)
High Needs Mainstream and Special school banding values 2026.27 (PDF, 99 KB)
Induction
Induction_for_Head_Teachers_-June 2026 (Word doc, 25 KB)
Induction_for_School_Finance_Officers_-_June 2026 (Word doc, 24 KB)
Payments to Individuals
1_IR_35_and_Payments_to_Individuals_April 25 (Word doc, 26 KB)
Blank Employment Status Letter template (Word doc, 75 KB)
Private Funds
Use of Main and Private School Funds - September 2018 (PDF, 109 KB)
Guidance for the operation of School Voluntary Funds V6 (PDF, 169 KB)
Guidelines for auditors of School Private Funds V1 (Word doc, 45 KB)
Private Fund Year End Statement 2025-26 (Excel doc, 56 KB)
Private Funds Year End Guidance 2025-26 (Word doc, 805 KB)
Private Funds - use of SIMS FMS module v2.2 (PDF, 691 KB)
Private Fund Audits - extract Schools Audit Spring 2011 Newsletter (Word doc, 10 KB)
Purchase Cards
GPC Information sheet June 26 (PDF, 85 KB)
Government Procurement Card (GPC) School Pack (PDF, 218 KB)
Government Procurement Card (GPC) Process Map (PDF, 19 KB)
Purchase Cards - August 2018 (Word doc, 12 KB)
Purchase Card Regulations - September 2017 (Word doc, 1 MB)
Returns Timetable
LA School Finance Returns Timetable 2026-2027 v1.0 (PDF, 164 KB)
Salary Information
Main Grade Pay Scales 2025 (PDF, 121 KB)
School Teachers Pay - Sept 2025- Stat Reqts and APs - SCHOOLS (PDF, 171 KB)
NQT Loan application (PDF, 105 KB)
Weeks Per Year Paid from April 23 (for inputting contracts SIMS P7 & SBS) v1.1 (Excel doc, 34 KB)
Payroll Procedures - Draft for use by Schools - November 2018 (Word doc, 3 MB)
Payroll variance analysis (using FMS report) (Excel doc, 27 KB)
Processing of Childcare Vouchers on FMS - September 2017 (PDF, 139 KB)
Processing of NQT loans on FMS - January 2017 (PDF, 166 KB)
School Payroll Reconciliation - May 2012 (Excel doc, 39 KB)
Guidance Salary Posting on FMS - November 2012 (PDF, 645 KB)
Separation of overtime when posting salaries - September 2012 (PDF, 147 KB)
SBS Financial Planner
SBS_ONLINE_NEW_PORTAL_GUIDANCE_Part_1 26.27 (Word doc, 45 KB)
SBS_ONLINE_NEW_PORTAL_GUIDANCE_Part_2 26.27 (Word doc, 32 KB)
SBS_ONLINE_NEW_PORTAL_GUIDANCE_Part_3 26.27 (Word doc, 55 KB)
Rec_SBS_to_FMS6 2026-27 (Excel doc, 30 KB)
Data_Protection_Policy_2.1 (PDF, 282 KB)
SBS-Privacy-Notice (PDF, 278 KB)
Schools Balances and Benchmarking
Schools Financial Benchmarking and Insights Tool - August 2025 (PDF, 470 KB)
Schools Forum
Schools Forum v1.1 (PDF, 83 KB)
SFVS
Template_for_recording_related_party_transactions__RPTs__v3.0.2025-26 (Excel doc, 16 KB)
Schools_financial_value_standard_SFVS_checklist_2025_to_2026 (Word doc, 32 KB)
SIMS FMS
Creating Cost Centres on FMS6 (PDF, 50 KB)
Creating new ledger codes on FMS6 (PDF, 331 KB)
Financial Reports Guidance SIMS FMS October 21 (PDF, 757 KB)
Linking Cost Centres to Ledger Codes in FMS6 (PDF, 99 KB)
Pre-printed cheques - Setup Parameters (PDF, 130 KB)
Writing Off Debtor Balances (PDF, 213 KB)
Teachers Pension Scheme
For full information on New starters, Working life, Planning retirement, Once retired and FAQs, please refer to the Teachers' Pension web site'
Member Hub | Teachers' Pensions
Privacy notices an explanation August 24 (PDF, 135 KB)
DfE Privacy Notice GDPR v12 March 2023 (PDF, 121 KB)
April 2026 Teachers pension changes to member contributions (PDF, 97 KB)
VAT - FMS Procedures
Changing default VAT codes in FMS (Word doc, 431 KB)
Schools Quarterly VAT Reconciliation check (Excel doc, 30 KB)
Setting up new 20% VAT codes in FMS6 (PDF, 358 KB)
Guidance for printing VAT Reports December 2020 v1.0 (PDF, 340 KB)
Old VAT codes on FMS amending descriptions (PDF, 290 KB)
VAT
School VAT Training 2025-26 (PDF, 719 KB)
VAT invoice guidance 2023 (PDF, 48 KB)
Catering Calculator 2022 (Excel doc, 44 KB)
HM Revenue & Customs Penalty Leaflet (PDF, 40 KB)
VAT Guidance Appendix A&B revised - December 2019 (PDF, 158 KB)
VA School Flowchart - February 2018 (Word doc, 43 KB)
VAT Guidance for Schools - Nov 2022 (PDF, 499 KB)
VAT Treatment of Income and Expenditure 2013 (PDF, 121 KB)
VAT School Productions 2011 (PDF, 7 KB)
VAT Guidance – Outsourced School Meals Contracts - November 2011 (Word doc, 78 KB)
VAT Guidance Outsourced Catering Contracts - November 2011 (ZIP, 463 KB)
VAT and Food - November 2011 (Word doc, 33 KB)
