Software to manage payments for individual pupils and parents, providing full reporting and integration with SIMS, online payment providers, online banking and Microsoft Office programs.
Manage Trips and Visits
Automatic trip lists including contact and medical details (daily autosync with SIMS); inbuilt communication to chase up payment and paperwork, debtor reports, trip summaries and auto import from online payment systems, or cash, cheque and bank transfer.
Manage wraparound care
Book wraparound care sessions in advance and auto-invoice or record attendance in arrears. Produce registers, attendance and payment reports. Record payments automatically for bank transfers, or online payments by cash, cheque or childcare vouchers. Links with Supersaas online scheduler.
Gift aid recording and link with HMRC
Setup parents in advance with declaration status, initial, address etc., and record payment automatically as direct debits or bank transfer by bank statement recognition, or cash and cheque. Send emails thanking parents or chasing payment and debt reports. Auto produces Gift Aid schedule for HMRC.
Separate bank account and reporting or a part of main school bank and reports
Private Funds Manager can be stand alone if you have a separate bank account with full bank reconciliation and audit-friendly reporting, and want to report separately. Alternatively, Private Funds Manager can be part of your central bank account and reporting, generating a summary journal report. If stand alone has full bank reconciliation and audit-friendly reporting.
PFM is very easy to work and enables the school of keep track of moneys easily and efficiently, and provide staff with simple but informative reports. The staff and support are excellent
Eileen Owen, Finance Officer, Archbishop Blanche School