Finance Division

Management Reporting

They key financial functions supported by the Management Reporting Team are budgeting and forecasting. To this end we aim to provide quality financial management information and advice to budget holders and staff in the Schools and Professional Services Group. We also report the organisation's financial performance on a quarterly basis to the Finance & Investments Committee.

Finance System provides easy to use reporting and enquiry tools. Finance System users can run a variety of pre-designed financial reports and enquiries to meet their specific reporting needs, ranging from unit performance and monitoring statements to simple transaction enquiries.

Further reports and enquiries are being developed to support the work of senior management, section heads, budget holders and  processing staff. The aim of the project is to build on existing standards of financial reporting and provide better and more accessible financial  information through direct system access and an improved accounting data structure.

Guidance on How to run reports.

For information and guidance about VAT set up please see the PDF below:

Tax Code Setup [PDF 238.56KB]

For information on School Codes & Cost Centre ID's please see the PDF below:

School Codes and Cost Centre IDs [XLSX 13.27KB]

Templates for Finance teams

Finance Team - templates, Journals, Forecast, Budget and Other