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| Keep up-to-date with us and what's happening in the education sector |
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- Operational Funding Notification
Board Meetings & Monthly Management Reports
Publishing the Annual Report & Audited Accounts - AFS at the 2022 SBM Conference, Tauranga
Xero Tip of the Month: The App Launcher - Resource: GoldStar - New Wellbeing Programme
- Welcome to the team: Shruti
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OPERATIONAL FUNDING NOTIFICATION |
The Ministry of Education Quarter 3, 2022 Operational Funding Entitlement and Instalment notices are available via the Secure Data Portal, from yesterday, Wednesday 29 June. Can you please download both notices and upload into Google Drive prior to the School holidays?
To visit the MOE website for more information and to access instructions on how to access the Secure Data Portal, click the button below. |
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BOARD MEETINGS & MONTHLY MANAGEMENT REPORTS |
Just a reminder that if the School Board meetings are scheduled before the 10th of the month, it can be difficult to provide the comprehensive monthly management reports seven days in advance of the BOT meeting, which is our target. For example: If the Board meeting is schedule for 10th, it means the reports need to be distributed by the 3rd, and if 2 of those days are the weekend, that leaves a single day for the school support team to provide information and for Accounting For Schools to prepare the monthly reports. Often there are late invoices to be processed, transactions to be processed by the support team and schools holidays that can also impact.
If the BOT is keen to review the most recent financial information and have received it sevens days in advance of the meeting, we would generally recommend the BOT meeting is scheduled after the 10th. We will then be able to provide the report for the prior month, seven days in advance of the meeting, which ensures the Board is using the most up-to-date information for making financial decisions. If you would like to discuss this further, please contact Ben Duflou (ben@afsl.nz) or Allison Henderson (allison@afsl.nz). |
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PUBLISHING THE ANNUAL REPORT & AUDITED ACCOUNTS |
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Just a reminder that the Schools audited accounts need to be submitted to the Ministry via the MOE secure data portal, if they haven't been already, and that the reports must be published on School website. If you do not have a School website, then the Ministry of Education can host your annual report on the Education Counts website. To send a request through to the MOE to host your annual report - email: planning.reporting@education.govt.nz We have included a link below to the specific requirements for publishing the annual reports. |
2022 SCHOOL BUSINESS MANAGERS CONFERENCE, TAURANGA |
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The Accounting For Schools team is delighted to be a part of the 2022 School Business Managers (SBM) Association Conference as a sponsor, and we cannot wait to see you!
This year, you'll find us at stand #07, along with some exciting new product giveaway and our fan favourite chocolates! This is also a fantastic opportunity to come and meet Tanya, our new Xero Training & Relationship Manager!
Our team is always up for a chat, so be sure to drop by our stand and meet with the team at Accounting For Schools. We look forward to seeing you in Tauranga from the 13 to 15 July. |
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XERO TIP OF THE MONTH: THE APP LAUNCHER |
Have you tried the Xero App Launcher?
A new button in the navigation bar allows users to find and switch between connected apps within Xero. Simple to use, App Launcher increases accessibility to all your favourite apps while also making it easier to manage your apps without closing Xero!
To access the app launcher, click the 9 dots on the right side of the navigation bar, as per the image below. |
RESOURCE: GOLD STAR - YOUR WELLBEING PROGRAMME |
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Did you know that the Ministry of Education and EAP Services have introduced a new wellbeing programme called Gold Star? The programme is designed with the education workforce in mind, and can help you and your team:
- Monitor wellbeing
- Build resilience to cope with constant changes
- Create opportunities to connect with others
- Access tools to manage conflict or tension in the workplace, and
- Access resources for support in lifestyle or health challenges
Content includes e-Learning modules, webinars with topic specialists, and self-tests to check and monitor wellbeing. |
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Gold Star is a fantastic resource to pass on to your team and is free of charge, available to all staff of state and state-integrated schools, Kura, early learning centres, and KÅhanga Reo.
To access the website to register, click the button below. |
WELCOME TO THE TEAM: SHRUTI |
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Originally from Mumbai, India, Shruti graduated from the University of Canterbury with a Master's in Financial Management in 2019 and has over nine years of experience in tax compliance, financial accounting, advisory, and auditing.
As our new Senior BAS Manager, Shruti will be working with you to prepare monthly reports and provide crucial financial information as well as insightful strategic advice to support your school.
Shruti will be based in Christchurch but is easily contactable via email or phone.
Shruti is looking forward to utilizing her skills and experience while providing and maintaining excellent service to our clients.
Outside of work, Shruti likes to practice meditation, binge-watch movies, and travel. |
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| 271 Willis Street, Wellington 6011 |
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