SBS Online Redesign Blog Series – Budget Settings

School Budget Management Software SBS Online

This is the Fourteenth installment of our SBS Online Redesign Blog Series.

This series of blogs has been created to ensure that schools are familiar with the software redesign before it is released. Not using SBS Online budget management software? Book a demonstration →

Previous blogs in this series:

Blog 1: Login screen
Blog 2: Dashboard
Blog 3: School Navigation
Blog 4: Budget Navigation
Blog 5: Planning & Reporting Menu
Blog 6: Search Function
Blog 7: Edit & Save Button
Blog 8: School Details
Blog 9: Actions, Filters, Hidden ribbon
Blog 10: Report View
Blog 11: Monitoring Status
Blog 12: Payroll Reconciliation
Blog 13: Budget Tabs


Preview of the Budget Settings

As with other functions throughout SBS Online we have improved the user experience of the Budget Settings. To reduce the scrolling down the page, we have introduced five tabs across the top to quickly access the information needed. The tabs contain:

- Core Settings
- Staff Contract Settings
- Calculation Tables
- Additions Settings
- Notes

Furthermore, two important functions within Budget Settings are the ability to duplicate and fix a budget. This will work in the same pathway by going to Settings>Budgets and selecting a budget. To do this in the redesign, the user can simply click the icon in the top right and select the action as required.

Budget Settings


About this blog series

As mentioned in the previous blogs of this series, the redesign of our school budget management software SBS Online will greatly improve the user experience, make financial planning easier and save significant time when navigating across the menus.

We have always concentrated on functionality and performance over cosmetics. However we feel that it is about time SBS Online had a bit of a facelift.

In preparation for this we will post several blogs from now until the release to give you a taste of the differences and similarities between the current software and the new design before it goes live.

Our support before, during and after release

We are working hard to ensure that the redesign will greatly improve the user experience, make your budgeting easier and save you time when navigating across the software.

It’s also very important to us that the update causes minimal disruption to our users. We’re excited for you to see the redesigned software in full and we’re confident that this series of blogs will ensure that you are familiar with how it looks before it is even released!

The vast majority of menu items and sub-menu page locations will remain untouched. They may just appear in a different layout. We love that SBS Online is simple to use and intuitive and this will remain central to the redesign brief.

On the release day the SBS Online Service Desk team will be on hand as ever to help you with any queries.

Want to find out more?

Book a demonstration →


SBS Online Product Sheet

Download the new SBS Online brochure

As seen at this week’s Academies Show

Download now! ➝


Contact us about our Budget Management Focus Groups. These sessions will give you the opportunity to network with SBS Online users in your region, discover top tips about the software and provide suggestions for our development roadmap.

As always, if you have any questions or concerns, please contact the Service Desk on 0345 222 1551 • Option 8 or email sbsonline@schoolbusinessservices.co.uk.


SBS Online is the leading budget planning and monitoring software package for schools, trusts and local authorities. Learn more about how SBS Online can make your life easier.

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