SBS Online Redesign Blog Series – Monitoring Status

School Budget Management Software SBS Online

This is the Eleventh 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 an SBS Online user? 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

Next blogs in this series:

Blog 12: Payroll Reconciliation
Blog 13: Budget Tabs
Blog 14: Budget Settings


Preview of the Monitoring Status

As one of our staple functions, the Monitoring Status provides a straight-forward overview of SBS Online monitoring on the whole and reconciliations yet to be completed. To save users’ time it also enables a shortcut to the monthly Budget Monitor and Payroll Reconciliation.

To further benefit the user, we have improved the Monitoring Status on the new planner dashboard. Previously, for the colour statuses, we had Blue for when data had been imported into the Payroll Reconciliation or Budget Monitor and Grey for empty.

For the redesign, we are introducing an Orange colour status. Orange will be the status all for non-reconciled months up to (and including) the current month, with the remainder of the budget year showing as Grey. Blue will still be the indicator for months where the payroll has been imported, meaning that when planning upcoming tasks, the user will have a clear overview of the months (in Orange) yet to be completed.

As before, clicking ‘View’ under the month symbol provides a shortcut to the complete data for that month.

SBS Online Report View new

This is how it looks currently:

SBS Online Report View old


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 →

See the SBS team demonstrating the software live at Academies Show London on 25th April.

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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