FMS End Of Year – Spring 2024 – Over 2 Mornings

Cygnet IT

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Date(s) - 20/03/2024 - 21/03/2024
9:30 am - 12:00 pm

Online Training Session



This course covers the year end procedures necessary in FMS specifically for maintained schools.

Your trainer for this session will be Gavin Huggett.

Before the year end there are a number of areas that need consideration to assist with the smooth closure of the account, these include:

  • Orders and commitments
  • Invoices and credit notes
  • Reconciliation
  • Petty cash, income and journals
  • Retained earnings, balances and carry forward figures
  • The new year chart of accounts

Course Content

  • Creating the new financial year
  • Updating general ledger structures
  • Preparing Creditors and debtors
  • Modifying the chart of accounts
  • Transaction processing
  • New year budget
  • Year end reports
  • Producing the CFR if appropriate
  • Preliminary close downs
  • Final closure of accounts


This course is intended for staff with responsibilities for financial procedures in maintained schools only and delegates should have a good working knowledge of FMS.

Terms & Conditions

  • Booking a course place prior to attendance is essential in order for us to prepare sufficient training materials and to make appropriate venue booking and catering arrangements.
  • All applications for course places are made online at Courses can be browsed on this site without the need to log in.  Once they have completed the application process, their request will be emailed to the authorising manager. If authorised, the application will then proceed, and the staff member will be added to the register for the course.
  • All cancellations must be received in writing to no less than 24 hours before the start of the event/course; otherwise, the full course fee will apply at the standard rate.
  • Courses may occasionally be cancelled when the minimum number of applications required have not been received. We will endeavour to notify you as soon as possible of any such cancellation via email to everyone who has submitted an application for a place on that course.
  • Every effort is made to ensure the quality of our training courses, including content, presenters and materials. All participants will receive a certificate at the end of the course.
  • If applicable your establishment will be invoiced for course places as soon as possible after the course has taken place.


This course costs £200 per attendee.
Customers with Cygnet FMS support contracts can use their training credits against this FMS course.
We request you provide details of your authorising manager, we will then inform them of your booking along with sending an invoice that may be applicable.

Request a place