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We have now prepared the 2024 Budget Template reports for our regular monthly schools. These reports are located in Google Drive.
As the 2024 provisional roll and resourcing entitlement notices have now been made available in Pourato, please ensure they are uploaded to the "2024 Accts / Budget" folder in Google Drive so that we can include this information within the budget template.
You should have now received our 2024 Budget Chalkboard special two weeks ago, which provides further information about how to complete the budget templates (link to the 2024 Budget Chalkboard). 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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2023 GROUP TRAINING SESSION RECORDINGS |
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The 2023 Accounting For Schools training session recordings are now available on our website.
To access these videos, simply click the button below to navigate to our website's resources page and scroll down to find the 'click to access our recordings' button. You can download each recording or watch them online.
If you have any questions, please don't hesitate to reach out to us; our team is here to provide assistance and support. |
2024 Roll Review: If you have evidence that your 2024 provisional roll is likely to be higher than what the Ministry of Education has estimated, you can apply for a provisional roll review before 17 November 2023.
More information on how to request a provisional roll review can be found by clicking the button below. |
Keeping Accurate Records: Employee Payroll Changes
The auditors have requested that Schools keep a record of all changes made to employees' personal information during the year. This includes changes to bank accounts, contact details, IRD tax codes etc.
This information used to be provided to Novopay on a form, but as this is no longer the case with EdPay, they require another record of this information for audit purposes.
If you use Payroll Toolkit, there is the facility to record these changes within the system. If you don't use Payroll Toolkit, then you could save a pdf copy of the email from the employee requesting the change and provide this to the auditors.
If you have any questions about this change, please contact our team on 04 909 7729. |
ASB BATCH PAYMENT CHANGES |
If you bank with ASB you may have received notice that on 16 November 2023 Xero will be removing the direct payment link from it's platform. This means that batch payments will not be sent straight to the bank when you click on the Export Batch File button. Instead, you will need to export the batch from Xero and then import it into ASB internet banking. You can continue to use the direct payment link until 16 November 2023.
If you would like to discuss this further or have any questions, please contact our team on 04 909 7729. |
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XERO TIP OF THE MONTH: SET-UP FAVOURITE REPORTS
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Are you looking for a quick way to access your most commonly used reports in Xero? Simply mark them as favourites in the Accounting menu. This will not only save you valuable time but also allow you to effortlessly locate all your important financial information with a click of a button. To mark a report as a favourite: - In the Accounting menu, click 'Reports'
- Find the report you wish to mark as a favourite - If you can't see it, click 'More Reports' to expand the section
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Then, click the star icon next to it to mark it as a favourite. (To unmark a report click the star again).
- Your favourite reports will now show up on your accounting tab dropdown.
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Is your school looking to enhance its sustainability efforts and decrease its carbon impact, but uncertain about how to get started?
Introducing CoGo NZ, an easy-to-use app that effortlessly helps you measure, track, calculate, and understand your carbon footprint.
This exceptional tool not only identifies your environmental impact but also offers practical, positive steps on how to reduce it, including options for offsetting it entirely. CoGo seamlessly integrates with Xero, linking to your schools' Xero file to determine your annual carbon emissions, so it doesn't require any input. |
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What we love most about this app is that there's no expectation to make unrealistic changes. It simply helps you to see what impact your purchases are having and empowers you to make small changes that could start to make a big difference. CoGo is now available on the Xero App Store in NZ. To find out more about the CoGo app click the button below. |
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271 Willis Street, Wellington 6011 |
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