Fund Manager

Search the Support Library for Fund Manager support.


What's new 17th October 2017?

Service Level Commitment Fund Manager Service Level Commitment
Support Fair Use Policy Support Fair Use Policy
Year End Period End Closedown - Your Financial Year End User Guide
Get Started Fund Manager Data Collection Guide
  Welcome To Fund Manager FAQs How can I add interest and charges made by my bank?
  Fund Manager Starter Pack   How can I correct the value of a cashed cheque?
  Fund Manager New Starter's Guide   How can I let a parent see what’s left to pay towards a trip in Joinos?
User Guides Configuring Browsers   How can I record Joinos Charges?
  Consolidating Names   How can I see information from a previous closed year?
  Fund Manager User Guide   How can I see my account balances?
  Gift Aid Reporting   How can I see what transactions are owed at period end
  Importing ParentMail Transactions   How can I see which pupil records have changed in Fund Manager?
  Importing ParentPay transactions manually   How can I see who has or hasn’t paid?
  Importing ParentPay transactions automatically using the Integration tab   How can I transfer a negative balance from one user account to another?
  Exporting Receipts from Fund Manager to ParentPay automatically   How do I add a new account or cost centre?
  Importing Schoolcomms Transactions   How do I add a new name to transact against?
  Importing Schoolmoney Transactions   How do I amend or cancel a paying in slip?
  Joinos User Guide   How do I cancel a receipt or payment?
  Managing Accounts   How do I cancel items from a previous year?
  Managing Names   How do I change my Fund Manager school / academy name?
  MISapp Installation Instructions   How do I change to a new bank?
  MISapp Preparation Instructions   How do I close down my period end?

Register App - Update Instructions

  How do I configure my browser to enable me to print?
  Universal Infant Free School Meals   How do I create a desktop icon?

Current - Using sQuid with Fund Manager

New! - Using sQuid with Fund Manager

  How do I create Joinos offers?

VAT Option

  How do I deal with a duplicated cheque?
      How do I deal with unpresented cheques?
      How do I draw a cheque for cash?
General Fund Manager Action Buttons   How do I close down my period end?
    How do I mark my leavers as out of use?
      How do I merge two names in Fund Manager?
Troubleshooting I can't see my reports when I select print   How do I pay my receipts to the bank?
  I can't see my unreconciled items   How do I reconcile a bank statement?
  I can't select a different bank account to reconcile   How do I reconcile all my banks for period end?
  I can't update staff members   How do I record the Universal Infant Free School Meals being taken?
  I have duplicated transactions in Fund Manager   How do I record unpresented debits and credits processed in a previous version?
      How do I remove a saved password from a browser?
Downloads MISapp Dowload   How do I reprint a paying in slip?
      How do I reprint a receipt or payment?
Guidance for Local Authorities How do I process an Oracle transaction from City of Edinburgh?   How do I re-register Joinos students?

Edinburgh Schools Fund Manager and ParentPay Integration Guide

  How do I reset my password?
  North Tyneside Catering Services Onboarding New Schools Guide   How do I resolve a bounced cheque?
      How do I reverse uncashed cheques?
      How do I split a receipt or payment across more than one account or name?
      How do I transfer between user accounts or user names?
      How do I unreconcile a bank statement?
      How do I update my student names in Fund Manager?
      How do I use SMS Messaging?
      How do I use the Register tab?
      How do I refund a Joinos parent who has paid through Nochex?
      How can I uninstall Pebble MISapp?
All PDFs Fund Manager PDFs