Accounting for Schools
The Chalkboard

September 2023

Keep up-to-date with us and what's happening in the education sector

  • AFS Group Training Session - Thank you
  • 2024 Annual Budget
  • Important Notices
  • Xero Tip of the Month: Instant Search and Navigation

  • Mental Health Awareness Week: Our Workplace Wellness Tips
  • Upcoming NZPF Conference Queenstown 2023 - Visit Us at Stand #24!
  • Farewell to Adam Forrest
  • Looking ahead
 

The Accounting For Schools team would like to thank everyone who attended our recent training session held on Wednesday, August 30, 2023. We trust that the event was as enjoyable for you as it was for us, and that you found it both informative and highly valuable.

 

It is our passion for education that drives us, and we take immense pleasure in directing our efforts towards offering the best possible assistance and support to schools. 

 

For those who were unable to attend the event, don't worry; we will soon provide a link for all of our schools to access the recorded session.

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2024 ANNUAL BUDGET

We are in the process of preparing the 2024 Budget Templates for our regular monthly schools.

 

We understand that the provisional staffing and funding notices will be available on Pourato on 15 September, 2023 so please upload these to Google Drive so that we can include this information in your template. 

 

Later this month we will send our 2024 Budget Chalkboard special, which provides further information on how to complete the budget templates. Please let us know if you have any questions about the process.

 

If you are not one of the schools we generally assist around the annual budget, but would like us to prepare a Budget Template report for your School, please contact Allison Henderson via admin@afsl.nz.

 

IMPORTANT NOTICES

2023 Quarter 4 Operational Funding:

 

2023 Quarter 4 Operational Funding will be published on Pourato on 22 September, 2023.

If you are one of our monthly schools, please upload the following documents: 

 

Operational Funding - Quarter 4 (excel)

ABC School Payments (excel)

 

Pay Equity Payment: 

 

On 2 October, 2023 your school will receive the next instalment of funding for non-teaching pay equity settlements and collective agreements. These funds will be paid via Pourato under the payment type 'Non-teach support PE and CA funding'. Before this disbursement, you will receive a letter via the Secure Data Portal (SDP) on 27 September, 2023, outlining the breakdown of this funding. 

 

ACC 2023 levy invoice now ready in EdPay:

 

Your school's 2023 ACC levy invoice is now available to download. Go to Edpay > Reports tab > ACC EoY report > 2023 invoice. Please upload this into Google Drive - 2023 Accts - Payroll folder.

 

Your school's levy will be deducted from your account on 12 September, 2023. Please make sure there will be enough funds in your account on that date.

 

XERO TIP OF THE MONTH: INSTANT SEARCH AND NAVIGATION 

Were you aware that by pressing the forward slash (/) key on your keyboard while on any screen in Xero, you can instantly access the search function? 

 

When pressing the forward slash (/), the global search field emerges, enabling you to swiftly navigate to various sections of Xero such as bills, invoices, contacts, and more.

 

 

MENTAL HEALTH AWARENESS WEEK: OUR WORKPLACE WELLNESS TIPS

The week of September 18-24, is Mental Health Awareness Week, which is a perfect opportunity for everyone to genuinely consider how they can nurture positive mental health within their own workplaces. In support of this meaningful initiative, we'll be sharing a collection of our workplace wellness tips on our Facebook page over the next few weeks.

To receive these tips, along with other upcoming valuable content, click the button below. Once you're directed to our Facebook page, give the 'Like' button a tap.

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UPCOMING NZPF CONFERENCE QUEENSTOWN 2023 - VISIT US AT STAND #24!

The 2023 NZPF Conference in Queenstown (11 -12 September) is currently in full swing, and as dedicated supporters of Schools and Principals through the business partner arrangement with the New Zealand Principals Federation, the Accounting For Schools team is delighted to be exhibiting again!

 

Are you attending the conference as well? If so, we'd love to meet with you at stand #24, where Allison Henderson and Ben Duflou will be waiting to connect with you!

 

As mentioned in our last chalkboard, we have an array of exciting product offerings to give away, including our new Board of Trustees Finance Handbook! And, of course, we also have a generous supply of our fan-favorite chocolates to share around. We look forward to seeing you there!

 

 

FAREWELL TO ADAM FORREST

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Last Friday, we said farewell to one of our longest-serving accountants, Adam Forrest, who has been a part of our team for over eight years. 

 

Adam has enjoyed looking after a number of schools and developing a significant level of knowledge around the financial challenges that schools face.

 

During his time at AFS, Adam successfully completed his Chartered Accountancy qualification and is now moving on to another accounting role. Adam will be sorely missed by the team and undoubtedly many of school staff he has worked with over the years. All the best, Adam!

 

 
 
AFS are a Xero Platinum Partner
AFS are sponsors of NZPF
Go to the AFS website

271 Willis Street, Wellington 6011

P: 04-909-7729  l  P: 0800-275-237  l  

E: admin@afsl.nz  l  W: afsl.nz

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