Posted on September 22, 2015 by Richard Page in SBS Online.
We’ve released a new update to SBS Online with a range of features:
The majority of pages in the software are now exportable. The export to Excel option at the bottom left-hand corner of the screen has been removed and added as an option via the grey button in the top-right of the screen.
Click on the export button to show a drop-down menu which gives you the option to download to either PDF, printable or Excel. Note that if an export format is not supported in any particular page, it will not be shown.
Additionally, there is now an option to have a custom report title, this is found in the edit budget screen under ‘Report Description’ this drives the detail on the PDF cover pages.
The following screens are newly exportable to PDF which we hope users will find particularly useful:
- Staff by year
- Staff by year charts
- Revenue report charts
- Salary monitor
- Budget overview
- Budget monitor charts
The release also contains the following enhancements:
Tags feed from parent planners
Trusts can now input tags into their parent planners and these will automatically become available for use in their child schools. Analysis tag reports can now be run at the parent level to see figures across all planners.
Signatory lines on reports & salary statements
It is now optional to have a signatory line on some reports (Summary, Revenue, Capital/Fixed Asset, Extended/Traded, Salary monitor and Budget monitor).
Edit the school details and input a report signatory name and/or group and these will appear on the above reports.
In addition, these settings will affect the wording of the ‘For an on behalf of…’ line on the salary statements and the description of the signature line.
Hide fixed budget column on Budget monitor
We have introduced an option to toggle the Fixed budget column in the Budget monitor. Go to ‘Settings > Budgets’, edit your budget and scroll down to the additional settings. Untick the box to hide the Fixed budget column. Note that it is ticked by default. If you do hide this column, you will no longer need to upload fixed budget figures into the monthly budget monitor.
Search returns results for ‘Create users’ accounts
Users with the ‘Create users’ ability can now search within their planner(s) for the users that have access. The search area is in the top-right of all screens.
Actuals or actuals plus commitments option on budget monitor
In the additional settings in the edit budget screen you can now toggle the total % behaviour in the budget monitor. Using the drop-down menu users can now choose between showing actuals or actuals plus commitments. By default, the setting is ‘Actuals + Commitments’, but if you select ‘Actuals’, the ‘Total %’ column will show actuals only as a percentage of the total.
These are the high level items included in this release, there are a number of other smaller items to further enhance the software and your experience as a valued customer.
Any questions please don’t hesitate to the Service Desk on 0345 222 1551 • option 2.
Posted on September 21, 2015 by MIS Service Desk in SIMS.
With the introduction of the new form A Levels, which will be 2 year courses as opposed to a single year AS Level followed by a single year A2, there is some confusion in how these should be recorded for learning aims. Download Capita presentation → The main thing to take away is that in […]
Posted on September 21, 2015 by Stephen Dolman in Finance.
School & Academy Shorts The DfE has released guidance on the PE & Sports Premium received by primary schools. The notes explain how much will be received and how schools might choose to spend it. Click here for a copy. The EFA has published a guide for Academies on the new SORP and FRS102 that […]
Posted on September 21, 2015 by Viv Reed in SIMS.
Downloading and Applying a Fileset Use the link provided to download the ZIP file to an available folder; it doesn’t matter what folder is chosen as the ZIP does not contain any sensitive data. Download the fileset now! → Extract the .mfs file to an available folder, it is fine to use the same folder as […]
Posted on September 16, 2015 by Viv Reed in SIMS.
With the census date looming on 1st October it’s important to prepare to ensure that you meet the deadline. Our preparation documentation is now available for you to download via the links below. Census Preparation Primary Autumn 2015 → Census Preparation Secondary Autumn 2015 → Census Preparation Post-16 Autumn 2015 → Please download the document(s) […]
Posted on September 9, 2015 by Viv Reed in SIMS.
Please note: A new Fileset has been released by Capita ready for your School Census and School Workforce Return and is available for you. Please check that you have had your Summer upgrade and are on SIMS version 7.164 and then carry out the instructions below to import the latest file. Download the file now! → […]
Posted on September 4, 2015 by Stephen Dolman in Finance.
The new school year has started. I’m sure that as well as re-kindling some old acquaintances all schools will be welcoming new colleagues, new pupils and new parents. Many new academies will have also have opened. School Business Services extends a warm welcome and wish a happy new (school) year to both new and old […]
Posted on September 1, 2015 by Viv Reed in SIMS.
It’s that time of year again! School census date Thursday 1st October 2015, please remember that this census is very important for your funding allocation. We will be sending out the documentation for preparing for the school census in the next week or so. We would however advise that should you require a visit to help […]
Posted on August 25, 2015 by Viv Reed in SIMS.
Throw out your spreadsheets and notepads, great savings in admin time! CHQ Virtual Activities Environment (VAE) is an exciting new web-based product that allows you to fully manage all of your out of school activities. There are no more ungainly spreadsheets or working late trying to match pupils to the available places as parents can […]
Posted on August 6, 2015 by Jeff Eden in SBS Online.
Hope you are enjoying some hard-earned time off over the summer! We’ve released a new SBS Online update. It contains a range improvements with the two major features being Key Performance Indicators (KPIs) and more powerful analysis tags. KPIs Under the ‘Planning’ menu item, you will see ‘Key Performance Indicators’ where you can choose from […]