1. Mandie Kirk - Product Manager SIMS Financial Management System (FMS)

2. FMS Spring 2015 CFR 2014/2015 National Insurance 2015/2016 National Insurance for Under 21’s Invoice Payments by Debit Card Reports FMS MultiView Road ahead

3. News Item 23849 posted 2 nd March 2015 Consistent Financial Reporting (CFR) 2014/2015 The statutory changes required by DfE to enable a school to generate and submit their CFR return for 2014/2015 will be included in the FMS Spring 2015 6.162 release. These changes are relatively small with a number of validation changes which have been published as Resource No. 23851 The current published release date is Friday 27th March 2015 but we are aware that this date falls in the Easter holidays in some Local Authorities. In addition, a number of Local Authorities have indicated that they wish schools to complete and submit their CFR during early April. We are reviewing the release date of FMS Spring 2015 release ONLY, to see whether we could release it a few days earlier before the end of Spring term. In terms of the interfaces between SIMS Autumn 2014 and FMS Spring 2015, we can assure you that these will continue to function normally. If you have any comments regarding the FMS Spring 2015 release date - please contact me via email mandie.kirk@capita.co.uk, other questions around the process of the release please contact Paul Featherstone (paul.featherstone@capita.co.uk). Mandie Kirk FMS Product Manager

4. FMS 6.162 – Spring 2015 FeatureAcademyMaintainedNote CFR 2014/2015X√Statutory Change

5. CFR 2014/2015 – Validation changes CFR HeadingValidation messages CI01The query has been removed “balance should not normally be zero” B01 If the balance for any of these headings is negative a query message will displayed and narrative will need to be entered. B02 B03 B05 B06

6. FMS 6.162 – Spring 2015 FeatureAcademyMaintainedNote CFR 2014/2015X√Statutory Change National Insurance 2015/2016√√Legislation Change

7. National Insurance 2015/2016 News Item – Resource No. 23723 (16/01/2015) National Insurance – Resource No. 23722 (16/01/2015)

8. FMS 6.162 – Spring 2015 FeatureAcademyMaintainedNote CFR 2014/2015X√Statutory Change National Insurance 2015/2016√√Legislation Change National Insurance U21’s√√Legislation Change

9. National Insurance for under 21s For employees under the age of 21: Employers will not have to pay Class 1 secondary NI contributions (NICs) up to a threshold known as the Upper Secondary Threshold (UST) UST will be equivalent to the Upper Earnings Limit Over the UST, employers will have to pay NICs for under 21s On the month where the employee turns 21, Class 1 Secondary Employer Contributions will be payable for the whole month’s salary.

10. National Insurance for under 21s

11. National Insurance Under 21s A check box has been added in Salary Calculator, to indicate that the employee will be under 21 for the duration of the financial year. Additionally Budget Planning has been updated to include this calculation.

12. FMS 6.162 – Spring 2015 FeatureAcademyMaintainedNote CFR 2014/2015X√Statutory Change National Insurance 2015/2016√√Legislation Change National Insurance U21’s√√Legislation Change Invoice Payment by Debit Card√√Blue Book

13. Invoice payments by Debit Card Record Debit Card Details

14. Invoice payments by Debit Card Record Payments against Fully Authorised Invoice or Credit Note Direct Payment Processing Icon

15. Invoice payments by Debit Card Debit Card Payments Report

16. FMS 6.162 – Spring 2015 FeatureAcademyMaintainedNote CFR 2014/2015X√Statutory Change National Insurance 2015/2016√√Legislation Change National Insurance U21’s√√Legislation Change Invoice Payment by Debit Card√√Blue Book Reporting Changes√√Change Requests

17. Changes to Reports in Spring

19. Additional reporting options Chart of Accounts Personnel Links, Salary Projections

20. Changes to Reports in Spring Historical Un-reconciled Bank Transactions report A change has been made to Historical Unreconciled Bank Transaction report to identify transactions that have been reconciled in a future period All new format reports now allow data to be exported to.CSV,.TSV and.XML as well as Word, Excel and.PDF

21. FMS MultiView Spring/Summer Trial of Consolidated VAT functionality Autumn Release of Consolidated VAT

22. FMS the road ahead Enhancements to Equipment Register Record equipment not purchased through FMS Reporting Hide un-used Ledger Codes, Fund Codes, Cost Centres Flag as hidden Hide from selection screens Reporting