Accounting for Schools
The Chalkboard

July 2023

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

  • 2022 Annual Accounts & Audit 
  • AFS Group Training Session 
  • Creatives in Schools: Applications for 2024 Projects
  • Xero Pricing Increase - 13 September 2023

  • Reminder: Retiring Old Reports in Xero
  • Xero Tip of the Month: New Invoicing Version

  • Accessing our Xero Tip of the Month Archives
  • Farewell to Isabella Louisson
 

 

As we have previously noted, some school auditors are still experiencing difficulties in completing the 2022 audits. We are continuing to work with the auditors to ensure these are completed as soon as possible.

There should be no negative impacts on the School as a result of this delay, and breach notices will not be recorded in your financial statements or audit report.

 

If you have received your signed audited accounts from the auditor, please remember to submit these to the Ministry through the secure data portal. And ensure that the reports are published on the school's website. 

 

 

AFS GROUP TRAINING SESSION 

On Friday, June 30th, you should have received an email from us regarding our upcoming group training session. This session is scheduled to take place in August, although the exact date is yet to be determined.

 

As we genuinely value your input, we would be grateful if you could please share your thoughts on the topics you would like us to cover in this session. Your participation and feedback are instrumental in ensuring that the content in this session addresses your specific needs and delivers maximum value. 

 

Please click on the button below to complete our short Google Form and have your say on the areas your school would like us to focus on.

Click Here to Complete the Survey

Further information and an invitation will be sent out in a few weeks' time, once we have confirmed the date and the topics to be covered.

 

CREATIVES IN SCHOOLS: APPLICATIONS FOR 2024 PROJECTS

The Ministry of Education is inviting schools to apply for the Creatives in Schools programme (2024 project intake), which is currently open until 21 August 2023.

 

The purpose of this programme aims to enhance the well-being of students while developing knowledge and skills in communication, collaboration, and creative practices. As a school, you will partner with a creative professional to provide an engaging learning experience for your students.

 

If your proposal is successful, your school could receive up to $17,000 in funding per project.

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You can read more about Creatives in Schools, including tips, inspiration, and checklists to support your planning by clicking the button below. 

Creatives in Schools
 

XERO PRICING INCREASE - 13 SEPTEMBER 2023

Xero has announced that they are introducing new pricing for all Xero subscribers, set to take effect on September 13, 2023. This adjustment in pricing will ensure the platform can continually develop the product so you can get the best experience and use for your school.

  • Standard plans increase by $5 a month to $71+GST a month

However, as you know, we pass on our Xero Platinum Partner discount to all of our clients, so the new price of your Xero subscriptions, sourced through Accounting For Schools, from Wednesday, 13 September 2023, will be as follows:

  • Standard plans increase from $48 to $52+GST per month

The price of any optional add-ons you have as part of your subscription will not change.

 

For more information on the Xero pricing increase, click the button below.

 

Upcoming Xero Price Changes
 

REMINDER: RETIRING OLD REPORTS IN XERO

Just a reminder that the old version of Xero reports will be retired on July 31. To prevent any disruptions to your workflow, we recommend switching to the new version as soon as possible.

 

Please note that you will also lose access to draft old version reports, so make sure you publish these or export the data to Excel. 

 

To access more information, click the button below. If you need any assistance with the transition, contact our team today.

Retiring Old Reports in Xero
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XERO TIP OF THE MONTH: NEW INVOICING VERSION

Save time with Xero's new invoicing version! Now, when creating an invoice, you can effortlessly add new contacts or inventory items directly. 

 

This updated invoicing version, known as "New Invoicing," offers a refreshed design, enhanced functionality, and many of the features you know and love from the classic version.

 

New invoicing allows you to add a new customer or inventory item from within an invoice. The customer or item is then saved to your contact list or inventory. So if you’re invoicing a client for the first time, there’s no need to set them up as a new customer in the usual way — it can be done on the fly to save you precious time.

 

 

ACCESSING OUR XERO TIP OF THE MONTH ARCHIVES

Did you know that you can access all of our past Xero Tip of the Month articles via our website? Explore our collection of monthly tips and elevate your Xero skills to new heights.

 

To access this valuable resource, simply visit our website (afsl.nz) and hover over the "Resources" tab in the top toolbar.

 

Then, click on the "Blogs" tab. Once the blog page loads, you can easily find our Xero Tip of the Month entries by typing "Xero Tip of the Month" into the search bar at the top. Instantly, all our Xero Tip entries will be displayed for your convenience!

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FAREWELL TO ISABELLA LOUISSON

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Last week, we said farewell to our Business Services Accountant, Isabella Louisson, as she embarked on her next chapter beyond Accounting For Schools.

 

During her time at AFS, Izzy has genuinely enjoyed looking after a number of schools, getting to know the support staff and developing a significant level of knowledge around the financial challenges that schools face. Additionally, Izzy made significant progress towards her Chartered Accountancy qualification, demonstrating her unwavering commitment to professional growth.

 

We couldn't be prouder of Izzy's invaluable contributions, and wish her the very best in all her future endeavours.

 
 
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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