This Autumn Term term SBS Online is moving up a set!
After 10-years maximising school budgets we felt SBS Online was ready to take on additional solutions for school business management.

The SBS Online Welcome Screen
Our budget management software customers will be contacted directly from the SBS team for a quick quide on accessing their planners via SBS Budgets. The Service Desk will be on hand for any queries on 0345 222 1551 – Opt. 8
Not a budget management software user yet? Book a demo for SBS Budgets
A growing suite of applications and resources
Users will see that the SBS Online Welcome Screen now features SBS Budgets, SBS Sync and additional resources, with SBS ICFP coming soon. Furthermore, this paves the way for future SBS applications and resources to benefit school business management, including:
- Improved reporting visuals and analysis for finance and pupil/staff
- Significant visibility and timesaving for data management and updates
- Communication and data transfer link between leading education software packages, including SBS Budgets
- Instant visibility of your onsite or offsite SBS support, inc. visits and cases
- SBS Community – share best practice and lead the conversation
Our 2020 vision: SBS Online to be developed for all SBS customers!
For example, for schools that receive onsite visits from an SBS consultant and require visibility of days available, in 2020 you will be able to log into SBS Online to view this, in addition to discussing with your account manager. If you call our Service Desks for troubleshooting and advice, and would like visibility of your cases, SBS Online will be able to provide an overview and peace of mind for your school team, alongside phone/email liaison on a resolution.
If you are a School Business Services customer with a suggestion for SBS Online we’d like to hear from you!
For more information about the evolution of our online offering and SBS Budgets, please contact 0345 222 1551 • Option 8, or email sbsonline@schoolbusinessservices.co.uk for help.
Further information and what users can expect
Login to our expertise from your device
Complimentary access for all SBS customers by summer 2020.
SBS Online – The story so far

The new SBS Online Login Screen
Applications
More about SBS Budgets
SBS Budgets users benefit from:
- One comprehensive suite of budgeting features
- Unrivalled training & support
- Efficient setup & migration

The new SBS Budgets Dashboard
Developed by a team who understands the entire education landscape:
- CFR reporting for Maintained Schools
- GAG reporting for Academies – can be converted from CFR upon academisation
- Consolidated reporting for Local Authorities (LAs) and Multi-Academy Trusts (MATs)
- Student contracts modules for SEND schools and Independent Schools to project income
Unique features:
Analysis Tags
- Reduce time on purchase ledger codes by tagging budget entries
- Set tags at MAT level to cascade down to each academy Student Contracts
Student Contracts
- Challenge the LA on funding
- Calculate fees
- Project future income streams
Funding Predictor for Free School Meals, Mobility, Post-16 and more!
More about SBS Sync
Benefits
- Significant time savings
- Reduces human error
- Peace of mind for your budget

The SBS Sync Desktop Panel
Chart of Account Structure – Synchronise your chart of account structure then use SBS Budgets to easily add lines of income, expenditure and staffing against the relevant codes.
Upload Budget Plan – Build and report your budget plan within SBS Budgets then use SBS Sync to upload it into PS Financials
Import Actuals – Import Actuals from PS Financials into SBS Budgets for real-time budget monitoring.
No Human Error – Using multiple spreadsheets and performing manual CSV uploads can be prone to error. SBS Sync eradicates this whilst making significant time savings
Coming Soon!
More about SBS ICFP
Benefit from the following software features:
- Dashboard
- Single School Report
- Multi School Report

The new SBS ICFP Single School Report
Our ICFP consultancy:
SBS ICFP is designed for your school, and used by our consultants to support you with:
1. Data collection, interpretation and analysis
2. Consultation with Trust CFO, curriculum leads and other key personnel
3. Consolidated ‘Data Pack’ support for completing Grant Offer Letter Annex K
4. Objective recommendations for sustainable MAT growth
Support can be provided onsite or offsite, depending on your requirements
Further SBS support for your school or MAT
Our customers combine the below to suit their finances, staff and vision:

Bringing our expertise to your premises!
Struggling to recruit skilled staff?
Increased workload due to academising?
Need interim mentoring or support for your existing team?
Our onsite school support services include:
- Deploying personnel from our Finance, HR, ICT and MIS teams
- Bespoke training, including mentoring visits for apprentices
- Infrastructure and migration projects
- Audits and strategy reports
- Timetabling consultancy

Our expertise delivered from our offices!
Need peace of mind for adhoc troubleshooting?
Limited desk space in the school office?
Considering outsourcing for sustainable daily school operations?
Our offsite school support services include:
- Service Desk support across Finance, HR, ICT and MIS for adhoc troubleshooting and advice
- Remote Managed Services for sustainable day-to-day operations
- Hardware and software procurement
- Payroll management
- Webinars and remote 1-1 training