When all staff in a particular service term in FMS are showing incorrectly, this is usually due to a new pay award being entered into SIMS Personnel. Earlier in the year, for…
The following guide will help you through the steps to take for the FMS Year End Procedures Local Authority schools new financial year start in April Academy schools new financial year starts…
Capita have now issued a PDF file with the latest National Insurance Rates for 2020/21. There is now a Capita patch available, number 25705, which will insert the National Insurance table 2020-21 on…
Please note that the claims prep system in SIMS is no longer in use; please submit all claims for payment into iTrent. The employee is able to do this through self-service and…
If you have a cheque that has e.g. been damaged by the printer you will need to spoil the cheque within FMS, in order to re-run the cheque processing for the suppliers…
This error appears because a ledger code had been created in the previous year, after close down, and had not been updated in the new year’s structure. To resolve this, you…
When trying to fix the budget in FMS you may receive the error above. This is because the Expense Limit and Expense Allocated figures do not match. To match these figures go…
Please click the link below for notes on using the Salary Calculator : Salary Calculator NB. These notes include details on how to stop the Salary Calculator automatically incrementing the pay scale.…
Reports>CFR>CFR Report shows Preliminary being available but not Final. Resolution: Final closedown of the relevant financial year needs to take place first. kb23888
Order shows as fully invoiced, not reconciled, but there is no option to cancel or delete. This is due to the cheque processing area not being completed, to resolve use the following…
If a cheque is cancelled then the corresponding invoice should either be cancelled as well or a new cheque issued depending on the situation. Ensure that all outstanding invoices have been processed…
1. Focus>Accounts Payable>Cheque Processing. 2. Highlight the cheque run that has the cheque that you wish to cancel and press Enter. 3. This will then take you into the cheque run and…
If you are authorising a batch of invoices in FMS and one shows as On Hold, you will not be able to tag and export it until it shows as authorised. In…
It is sometimes necessary to adjust a petty cash claim which is already posted, for instance when an incorrect VAT code has been used or if the amount has been mistyped. This…
Login Failed for MIS. Either the username of password given was incorrect or the user does not have the required access rights. If user gets this error when trying to log into…
An error has occurred downloading files, error: The server was unable to process the request due to an internal error This was resolved by AVCO at their end. kb19822
It is possible to edit the end date of the VAT period but not to produce the submittal until the date has gone. Therefore, in order to do the submittal today set the end date…
Unable to load a saved *.frs file back into Financial Reporting Suite due to the error:- "Selected file does not match the school database that is currently connected to FRS. Please log…
This is often manifested with a mismatch of supplier details showing on an invoice and/or it missing from manual reconciliation. Check Focus>Accounts Payable>Supplier - change the view to All and page down for any…
When using the Trial Balance software the fund shows as UNK in the File Header window. Please ensure that the 'Choose Financial Year' selector shows the current system year, not the year to…
A journal in FMS moves money from one place to another so must be balanced before it can be posted. Make sure the debit and credit columns have the same total so…
Cost Centre allocations can be entered either manually or imported from budget setting software. If the school uses a budget import facility it is important to check which years are required when…
The user needs to have supervisor access rights. The next year needs to have been opened. The date needs to be after the last day of the financial year (31 March or…
If an invoice has been created in accounts receivable and has been printed it can't be cancelled. To reverse the error - In Accounts Receivable, create a Receipt as if you have received payment…
Focus > Equipment > Highlight the equipment you would like to split > Click view/edit. Click the icon (top right) Option 1 - Create one new record - Create one new record by…
Focus > Equipment > Add > Complete the Basic details tab. The system will generate a new Equipment Number (the next available in the system) when you click the Save button, after…
Focus > Room > Highlight the room the equipment is currently situated > Click View. Select the item(s) and click the icon (top right of the screen) Highlight the room the equipment is…
Follow the below to remove equipment from Equipment Register. Focus > Equipment > Highlight the item > Click View/Edit. To delete the Item click the - icon on the focus bar and…
How to create an FMS Data Export User In the Autumn 2016 release of FMS the FMS Reviewer account will have been removed and is no longer available for third parties to…
A budget appears in Focus>Budget Management>Cost Centre Allocation but there are no ledger codes so it is not possible to remove it Go to Tools>General Ledger Setup>C/Centre Ledger Links Click on the radio…