FMS Recording Charge Card Payments
In the Spring 2015 upgrade, functionality for recording card payments was introduced into FMS. We have put together a guide to utilising this for your school. Charge Card Functionality – Spring 2015
Financial Reporting Suite planned improvements
The attached document lists the improvements that Capita are planning for this Summer. We are hopeful that most of these will be included in the Summer Upgrade. FRS Development Requests
How is the Cover Page in FRS populated
Here is Capita’s explanation of the cover page. The Cover Page is calculated in the following way: Planned Revenue B/Fwd = FD Codes + RE Codes – Central Funding – B/Fwd Capital Planned Revenue In Year = Current Budget + Central Funding – Planned Capital In Year Forecast Revenue B/Fwd = FD Codes + RE…
FMS, Salary Projection – My cost centres and staff have duplicate entries
FMS, Salary Projection – My cost centres and staff have duplicate entries. This happens when amendments have been made to cost centre names by adding letters or numbers in front of the existing cost centre in Tools>General Ledger Setup> Tab 2 Cost Centre. To resolve this issue go to Tools>Define Financial Year> Define Salary…
How do I find out why an order was cancelled in FMS?
To find out why an order was cancelled you will first need to know the date of when the order was cancelled. The reason why it was cancelled will be what was typed by the user who cancelled the order. Once you know the date: Click Reports -> then General Ledger -> Audit -> Audit Trail…. Enter…
Changing the Room in Equipment Register
Rooms are brought across from SIMS when you open FMS Equipment Register. To Change or Update the rooms in Equipment Register you must open SIMS: In SIMS Click Focus -> School – Rooms Browse to the Room you wish to update Change the name or details which are wrong Click Save Open FMS Equipment Register and it will…
How Do I Re-print FMS PDF orders
1)Select Focus, Accounts Payable, Purchase order. 2)Double click the required purchase order and select order. 3) Click the icon as shown by the red arrow, labelled pdf preview, this will open the purchase order, in Adobe reader, enabling you to reprint the order. kb13156 Last reviewed 21/12/2017
Pay Scale incorrect within FMS
If a staff member has a higher pay scale within Salary Projection within FMS than they have on their contract within SIMS and this is incorrect please follow these steps: – Find the staff member’s personnel record within SIMS – Open their contract – Put an end date on their current Salary Scale Record that…
FRS Workshop notes
FRS Workshop Forecast Entry Form Forecast Amendment Revised Forecast Column = Current Budget + amount in Forecast Amendment column Future Income/Expenditure Revised Forecast Column = Commitment + Actual + amount in Estimated Future Inc/Exp column This option mirrors what Monitor did and is therefore recommended for our schools Grouping Group by Cost Centre/Cost Centre Description…
FMS Financial Reporting Suite (FRS)
Here are some known issues and recent queries. It is planned that this is a rolling FAQ so may be added to in future. PDF too small to read? check the page layout, zoom and resolution in the Acrobat report by going to Edit | Preferences | Page Display. Capita suggests view as page layout…
Claim Preparation – No fund/ledger codes showing to select
Claimants are showing to select and add in claims for additional contracted hours and supply but on selecting the fund and ledger there is nothing to choose. Check in FMS that the financial year is Started. In Claims Preparation use the Refresh Cache option. If this is the first claim they have prepared since having a new FMS…
FMS – DataExportsUser ‘User does not have the required access rights’
Since the Spring 2014 Upgrade FMS now has a new menu item under Tools>MIS Settings. If the MIS settings in FMS are not correct the error ‘User does not have the required access rights’ may be displayed. A message appears when users first log into FMS ‘User does not have the required access rights’ but it will…
New Licence for Payroll2FMS
When trying to access Payroll2FMS you will see the following window as your licence will have expired on 30th September. Enter the details exactly as shown in the email that you have been sent. All details are case sensitive. Once the details have been entered click on “Validate Licence” and the “Licence Code is Invalid” should…
Payroll2FMS – File not showing to import into Payroll2FMS.
UPDATE: Version 1.1.0.42 has been updated to accept Office 2010 (xlsx) spreadsheets, this will require that the computer have Office 2010 installed. Payroll2FMS – File not showing to import into payroll2FMS. The Excel file has been saved in F:public\payroll2fms folder and can be viewed when in file manager but when importing by browsing to that…
Entering hours worked into Claims
When entering hours worked into Claims remember that the time must be entered in hours & minutes separated by a colon, not in decimal time. Entering the hours worked in a decimal format instead of actual time format could result in incorrect payments to staff. The printed letter will, however, show the hours worked as…
Financial Reporting Suite does not retain server and database information
In FMS FRS using the route Reports>Financial Reporting Suite the fields for Server Name and Database are always blank. These fields should be populated after the first use but if this does not happen either log onto the workstation with an administrator account. Log into FMS and access Financial Reporting Suite. Close the Financial Reporting…
Reconciliation item fails for reason ‘order number not sent’
In FMS check under Tools>Accounts Payable Parameters>Authorisation Slips For Devon central payment schools using the FCR database the order prefix field should be blank. Any changes will not take effect until new invoices are exported from FMS and returned by DCC for reconciliation. Reviewed on 08/04/2016
Using Teachernet and Collect with Hosted Applications
When using Teachernet or Collect with SIMS on Hosted Applications you must use the links from the left hand panel on SIMS to access them, other wise you will not be able to import and export files to and from SIMS. If any of the links that you need are missing, your main administrator or ICT technician should…
How do I import Equipment Register details into a new FMS database?
You will need to import the equipment into your equipment register within your old FMS database:- Log into FMS (old database) Select Focus – Equipment Register (if you don’t have access, contact your FMS Administrator to amend your rights). Select Tools – Import from Finance Enter a minimum cost into the first box. Only equipment…
Unable to open FMS – Runtime Error 217
Issue: Getting runtime error 217 at 0002659E when logging into FMS Reason: This is caused when their is no printer available to FMS Within the 2016 platform for hosted SIMS, printers are picked up from your Windows settings. Make sure your printers are connected as normal outside of SIMS and then log out of SIMS…
Asset Management for Academies
Asset Management is a new addition to theFMSsuite of software specifically for use in academies and independent schools. These types of school have a requirement to record and account for their fixed assets. They will need to identify:- the type of asset, for example land and buildings, computer equipment. the depreciation policy, for example straight…
Claim Preparation – An error has occurred producing the output file.
When authorising and exporting claim and confirming printing was satisfactory the following error appears – ‘An error has occurred producing the output file. Contact ScoMIS.’ Check there is a sims\transfer\out folder Check all .ini files in dtsapps or scamp are correctly pathed Delete *.nsx files in dtsapps\clmsys Exit the programme and open claim preparation to…
How do I print claim letters after I have created the claim?
How do I print claim letters after I have created the claim? To print a claims letter after creating the claim you will need to go back into claims transfer. Once you are in claims transfer you will need to click on the Re-Process Extract button. This will open up a seperate window in which…
Trial Balance Comparison – Amount not showing.
The amount showing in FMS, Summary trial balance by ledger code is correct but in Scomis Application Trial Balance Comparison the amount is not showing. Go to Tools>General Ledger Setup Tab 5 – Ledger codes and select the ledger that is not showing the correct amount. The information entered has a character, generally a comma…
VAT 126 Report – My claim is not showing as submitted.
When submitting VAT claim for VAT period in Reports>General Ledger>VAT>VAT 126 Report and you are ready to submit it make sure you tick the box that says “I confirm that transactions are ready for submittal”. The report must be printed from this area which will activate a pop up confirmation message confirming printing was successful and…
I am unable to delete a cost centre or ledger link
There are several things that may stop you deleting a cost centre or a ledger link – please check the following:- *Please note that it is only possible to delete a ledger code so long as the ledger code remains unused. Any cost centre over one financial year old will not be possible to delete….
How to Change Order Form Layouts
Occasionally pre printed order form lay outs may change so that when they are printed from FMS the date or order number prints over the logo. This lay out can be change in FMS 1) Go to Tools > Accounts Payable Parameters > Tab 1: Order Header 2) Change the margins accordingly, you can then…
What is Payroll 2 FMS?
Payroll 2 FMS is an application to convert spreadsheet data into an FMS automatic reconciliation file.
CLM.exe – Configuring the claims the Period
Claims generates claims for the wrong pay period.
I don’t have a VAT receipt for my car parking charge
Here is the advice from the VAT Team……..