| Keep up-to-date with us and what's happening in the education sector |
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- 2025 Annual Budget
- Important Notices
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New Resource: AFS Budget Brochure
- Xero Tip of the Month: Accessing Xero's Guide to New Invoicing
- Reminder: NZPF Conference 2024 - Come and see us!
- Farewell to Ben Sarten
- Looking ahead
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We are now in the process of preparing the 2025 Budget Templates for our regular monthly schools. 2025 Provisional Roll and Resourcing Entitlements:
The 2025 provisional roll and resourcing entitlements are now available on Pourato so please upload these to Google Drive so that we can include this information in your template.
You can view the provisional staffing entitlement under the staffing tab in Pourato. Please ensure you have selected the year 2025 from the drop-down menu on the top right-hand side of the screen. Please export this to excel and then upload to Google Drive - 2025 Accts - Budget folder.
You can also view the indicative funding under the funding tab. Again, ensure you have selected the year 2025, export this to excel and then upload to Google Drive - 2025 Accts - Budget folder.
School boards can apply for a review of their 2025 provisional roll from 16 September to 15 November. To request a review, click the button below. |
Later this month we will send our 2025 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. |
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2024 Quarter 4 Operational Funding:
2024 Quarter 4 Operational Funding will be published on Pourato on 20 September, 2024 and will be paid on 1 October. If you are one of our monthly schools, you can access our Pourato & Secure Data Portal Checklist by clicking the button below.
This checklist provides clear, step-by-step instructions on how to download the data we need from Pourato and the Secure Data Portal, as well as where to upload it within Google Drive. |
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2025 School Donations Scheme
The opt-in process remains aligned with your July roll return. If you opted in to the scheme for 2025 when you completed the roll return, no further action is required.
You can view your 2025 equity index (EQI) on 13 September. A small number of schools and kura whose 2025 EQI is 432 or higher will become newly eligible to opt in to the school donations scheme for 2025. If you decide to opt in, please complete the 2025 donations scheme opt-in form.
To read more information, and to access the opt-in form click the button below. |
NEW RESOURCE: AFS BUDGET BROCHURE |
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Great news! The School Budgeting Finance Handbook is now available for download in the Resources Hub section of our website! (https://www.afsl.nz/)
This resource is packed with valuable insights and guidance on every aspect of the budgeting process. It highlights key financial considerations and provides a clear overview of budgeting best practice, including how to effectively allocate resources, monitor expenditure, and forecast future financial needs to ensure a balanced and sustainable budget. We’d like to thank you for your ongoing support as we continue to develop resources for you and your school. If you have any suggestions for additional resources you'd like us to explore, please email us at marketing@afsl.nz. We’d love to hear from you! |
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XERO TIP OF THE MONTH: ACCESSING XERO'S GUIDE TO NEW INVOICING
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As all Xero users were automatically defaulted to the new invoicing xero from the classic version on 2 September 2024, many of you will still be adjusting and getting used to the new system, which has replaced the classic version. We understand that adapting to new tools can take time, so we want to remind you about Xero's latest resource: Your Guide to New Invoicing. This comprehensive course is designed to help you navigate the new invoicing features with ease. From creating invoices and adding discounts to managing payments and more, this guide covers all the essentials and advanced tips to enhance your experience. Click the button below to access the course and get up to speed with the new system. |
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REMINDER: NZPF CONFERENCE CHRISTCHURCH 2024 - COME AND SEE US!
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A reminder that Accounting For Schools will be exhibiting at the 2024 NZPF Conference in Christchurch from September 18-20! If you’re planning to attend, swing by our booth at stand #10. As noted in the August Chalkboard, we’ll have a selection of exciting giveaways to brighten your day! Plus, you’ll be among the first to pick up a hard copy our newly released Budgeting brochure. Looking forward to seeing you there!
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| Next Wednesday, September 18, we will bid farewell to Ben Sarten, who has been a valued member of our team for over five years.
Ben 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, he also successfully completed his Chartered Accountancy qualification. While we're sad to see him go, we're excited for Ben as he embarks on his next adventure in Australia. He will be sorely missed by the team and undoubtedly many of school staff he has worked with over the years. All the best, Ben! |
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271 Willis Street, Wellington 6011 |
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