Guidance
BACS
LB Hillingdon BACS Guidance - July 2020 (PDF) [1MB]
Bacs in Hillingdon Schools Presentation - October 2018 (ZIP) [2MB]
Capital
Year End Guidance 2022-23 - Capital (Word doc) [568KB]
Capital Monitoring Quarterly Guide August 2022 (Word doc) [920KB]
Revenue Contribution to Capital - step by step v2.3 (Excel doc) [26KB]
Revenue contribution to Capital Guidance September 2022 v1.1 (PDF) [144KB]
Revenue Contribution to Capital Presentation - July 2015 (ZIP) [321KB]
Car Allowance
Car Allowance - February 2017 (Word doc) [11KB]
Cash Advance
OneDrive Cash Advance Guidance - December 2020 (PDF) [465KB]
FMS6 Cash advance procedures v2.1 - August 2019 (Word doc) [2MB]
How to download a file securely using USO-FX2 - November 2017 (PDF) [709KB]
Cash Advance Guide - June 2016 (Excel doc) [1MB]
Coding Lists for FMS
Appendix 6 - CFR Coding Overview and Listing 2022 v1.2 (Word doc) [73KB]
Coding List 2022-23 Ledger Codes-CFR V2 (Excel doc) [29KB]
Example Cost Centre-Ledger Code-CFR Code Structure 22-23. v1.2 (Excel doc) [33KB]
Coding of IT contracts (Excel doc) [22KB]
New codes for 24-25 (Excel doc) [22KB]
Consistent financial reporting framework 2024 to 2025 - Guidance - GOV.UK (www.gov.uk)
Consultations
Consultation on changes for Scheme for Financing Schools (PDF) [128KB]
Item 7a. Appendix LBH Scheme for Financing Schools 2023-24 (Word doc) [423KB]
Extended Services
Extended Schools Codes Table v3.0 (Excel doc) [13KB]
Extended Schools Setting Up on FMS (PDF) [613KB]
Pupil focused & Community School Activity Flow Diagram v2.0 (Excel doc) [24KB]
Financial Reporting
Budget Monitoring Sample - September 2017 (Excel doc) [68KB]
Financial Reports Guidance SIMS FMS October 21 (PDF) [757KB]
General
Setting up a desktop shortcut for GoToAssist guidance (PDF) [378KB]
UTR for Tax-Free Childcare 8012318869 UB8 1UW (PDF) [93KB]
High Needs
High Needs top up funding 2023-24 (Excel doc) [25KB]
High Needs - August 2020 (Word doc) [12KB]
Induction
Induction_for_Head_Teachers_August_2023 (Word doc) [15KB]
Induction_for_School_Finance_Officers_August 2023 (Word doc) [23KB]
Payments to Individuals
1 IR 35 and Payments to Individuals August 23 (Word doc) [24KB]
Blank Employment Status Letter template (Word doc) [75KB]
Private Funds
Use of Main and Private School Funds - September 2018 (PDF) [109KB]
Guidance for the operation of School Voluntary Funds V6 (PDF) [169KB]
Guidelines for auditors of School Private Funds V1 (Word doc) [45KB]
Private Funds Year End Guidance 2022-23 (Word doc) [803KB]
Private Fund Year End Statement 2022-23 (Excel doc) [56KB]
Private Funds - use of SIMS FMS module v2.2 (PDF) [691KB]
Private Fund Audits - extract Schools Audit Spring 2011 Newsletter (Word doc) [10KB]
Purchase Cards
Government Procurement Card (GPC) Information Sheet (PDF) [59KB]
Government Procurement Card (GPC) School Pack (PDF) [218KB]
Government Procurement Card (GPC) Process Map (PDF) [19KB]
Purchase Cards - August 2018 (Word doc) [12KB]
Purchase Card Regulations - September 2017 (Word doc) [1MB]
Returns Timetable
LA School Finance Returns Timetable 2024-2025 v1.2 (PDF) [132KB]
Salary Information
April 23 - Main Grade (Final for schools with Hourly Rates) (PDF) [132KB]
School Teachers Pay - Sept 2023 - Stat Reqts and APs (PDF) [158KB]
NQT Loan application (PDF) [105KB]
Weeks Per Year Paid from April 23 (for inputting contracts SIMS P7 & SBS) v1.1 (Excel doc) [34KB]
Payroll Procedures - Draft for use by Schools - November 2018 (Word doc) [3MB]
Payroll variance analysis (using FMS report) (Excel doc) [27KB]
Processing of Childcare Vouchers on FMS - September 2017 (PDF) [139KB]
Processing of NQT loans on FMS - January 2017 (PDF) [166KB]
School Payroll Reconciliation - May 2012 (Excel doc) [39KB]
Guidance Salary Posting on FMS - November 2012 (PDF) [645KB]
Separation of overtime when posting salaries - September 2012 (PDF) [147KB]
SBS Online
SBS Online Guides (ZIP) [12MB]
Budgeting Software Flowchart What Do I Do Next 2023-2024 (Word doc) [99KB]
Reconciling SBS to FMS6 2023-24 (Excel doc) [30KB]
SBS Online Staffing Guidance 2023 (Word doc) [70KB]
SBS Online Scenario Set Up Guidance 2023 (Word doc) [59KB]
Data_Protection_Policy_2.1 (PDF) [282KB]
SBS-Privacy-Notice (PDF) [278KB]
Schools Balances and Benchmarking
Schools National Financial Benchmarking Guidance - August 2023 (PDF) [1MB]
Schools Forum
Schools Forum v1.1 (PDF) [83KB]
School Funding Consultations
Appendix 1.NFF rates values 2024-25 (Excel doc) [24KB]
Appendix 2 Limiting Factors Value 2024-25 (Excel doc) [22KB]
Hillingdon Schools Funding Forumla 2024-25 - Consultation Response (Word doc) [53KB]
Notional SEN Budget - Consultation Paper (Word doc) [121KB]
Notional SEN Budget - Consultation Response (Word doc) [56KB]
National funding formula for schools and high needs 2024 to 2025 (PDF) [690KB]
Schools Funding Formula 2024-25 Consultation (Word doc) [117KB]
SFVS
Template for recording related party transactions RPTs 23.24 (Excel doc) [25KB]
Schools financial value standard SFVS checklist 2023-24 (Word doc) [33KB]
SIMS FMS
Creating Cost Centres on FMS6 (PDF) [50KB]
Creating new ledger codes on FMS6 (PDF) [331KB]
Financial Reports Guidance SIMS FMS October 21 (PDF) [757KB]
Linking Cost Centres to Ledger Codes in FMS6 (PDF) [99KB]
Pre-printed cheques - Setup Parameters (PDF) [130KB]
Writing Off Debtor Balances (PDF) [213KB]
Teachers Pension Scheme
Change to TPS salary bands for employee contributions 2023 (Word doc) [15KB]
Retirement Planning 2022 (PDF) [389KB]
New Starter Guide final June 2022 (PDF) [251KB]
Privacy Notice GDPR v9 - August 2019 (Word doc) [42KB]
DfE Privacy Notice GDPR v12 March 2023 (PDF) [121KB]
Leavers fact sheet November 2022 (PDF) [55KB]
Non Pensionable Pay 2018 update (PDF) [167KB]
A guide to My Pension Online (PDF) [633KB]
Active_Teacher_August 2022 (PDF) [453KB]
Updates/Changes
Schedule of updates November 2023 (Excel doc) [29KB]
VAT - FMS Procedures
Changing default VAT codes in FMS (Word doc) [431KB]
Schools Quarterly VAT Reconciliation check (Excel doc) [30KB]
Setting up new 20% VAT codes in FMS6 (PDF) [358KB]
Guidance for printing VAT Reports December 2020 v1.0 (PDF) [340KB]
Old VAT codes on FMS amending descriptions (PDF) [290KB]
VAT
Annual VAT Training for Schools 2023 (PDF) [598KB]
VAT invoice guidance 2023 (PDF) [48KB]
VAT School Letting Income (PDF) [7KB]
Catering Calculator 2022 (Excel doc) [44KB]
HM Revenue & Customs Penalty Leaflet (PDF) [40KB]
VAT Guidance Appendix A&B revised - December 2019 (PDF) [158KB]
VA School Flowchart - February 2018 (Word doc) [43KB]
VAT Guidance for Schools - Nov 2022 (PDF) [499KB]
VAT Treatment of Income and Expenditure 2013 (PDF) [121KB]
VAT School Productions 2011 (PDF) [7KB]
VAT Guidance – Outsourced School Meals Contracts - November 2011 (Word doc) [78KB]
VAT Guidance Outsourced Catering Contracts - November 2011 (ZIP) [463KB]
VAT and Food - November 2011 (Word doc) [33KB]
CIS Guidance - March 2007 (PDF) [64KB]
Schools VAT FAQs (Word doc) [24KB]
Year End
Appendix D Lease Return Template 2023-24 (Excel doc) [35KB]
Appendix E Remuneration form 2023-24 (Excel doc) [44KB]
Appendix F IR35 Annual Declaration 2023-24 Template (Word doc) [26KB]
Year End Guidance 2023-24 - Capital (Word doc) [570KB]
Year End Guidance 2023-24 - Main Guidance v1.1 (Word doc) [132KB]
Year End Guidance 2023-24 - Reports (Word doc) [3MB]
Year End Guidance 2023-24 - Staff Remuneration (Word doc) [54KB]
Year End Statement 2023-24 Appendices A&B (Excel doc) [75KB]
Final FMS6 Close & Final CFR Upload Guidance year ending 23-24 (PDF) [562KB]
