Arbor Finance Load the Budget for Beginners
A course for customers new to loading the budget to Arbor Finance, covering budget loading, profiling and a supported workshop to ensure accurate setup for effective monthly budget monitoring.
Select the option that best describes how you are booking below.
If you’re unsure, please contact [email protected]
Available to Booking Managers from schools or settings that are approved to pay by invoice.
Available to anyone booking on behalf of a school or setting who wishes to pay by card.
How do I know who our Booking Manager is?
Booking Managers are usually headteachers, setting leads or office managers / staff.
If my school / setting is not approved to pay by invoice, how can I get approved?
Follow the link below to our Help Centre where you can find a guide to help you.
What if I need further help?
Follow the link to the Help Centre where you will find details on how to contact our support teams.
For individuals booking a single personal space on this course
This course is designed for customers that are new to loading the budget to Arbor Finance. The morning session will focus on demonstrating how to successfully load the budget to Arbor Finance. This will also include a section on profiling the budget. The afternoon session will be a workshop where delegates can load the budget to Arbor Finance in a supported environment with Financial Services colleagues on hand to help with the process and answer any questions. A correctly loaded and profiled budget will result in more effective monthly budget monitoring of the school’s finances.
understand the importance of loading the budget correctly
understand the benefit of profiling budgets
delegates will be able to load the approved budget return to Arbor Finance
delegates will be able to profile budgets
delegates will be able to support effective monthly budget monitoring