Welcome to our Resources Hub

Here you’ll find a growing collection of practical, easy-to-use tools and guides to help you manage school finances confidently and build your financial knowledge. Every resource is completely free and can be downloaded in just a few clicks.


To download a resource, simply click the download button and follow the prompts.
If you have any questions or feedback, feel free to get in touch at
marketing@afsl.nz — we'd love to hear from you!

Board of Trustees Finance Handbook

Board of Trustees Finance Handbook

The Accounting for Schools Board of Trustees Finance Handbook offers valuable insights into education specific terms, clarifies jargon, and highlights key financial areas for Board members. Its comprehensive approach ensures that trustees are well-equipped to make informed and effective financial decisions.


You can obtain your own personal copy of this invaluable resource by simply clicking the button below and following the prompts. You will then have access to a downloadable PDF copy of this guide, which you can save to your device for easy access whenever you need it.

Download This Guide

Board of Trustees Finance Handbook

The Accounting for Schools Board of Trustees Finance Handbook offers valuable insights into education specific terms, clarifies jargon, and highlights key financial areas for Board members. Its comprehensive approach ensures that trustees are well-equipped to make informed and effective financial decisions.


You can obtain your own personal copy of this invaluable resource by simply clicking the button below and following the prompts. You will then have access to a downloadable PDF copy of this guide, which you can save to your device for easy access whenever you need it.


Download This Guide

School Budgeting Finance Handbook

The Accounting for Schools Budgeting Finance Handbook is packed with valuable insights and guidance on every aspect of the budgeting process. It highlights key financial considerations and provides a clear overview of budgeting best practice, including how to effectively allocate resources, monitor expenditure, and forecast future financial needs to ensure a balanced and sustainable budget.


You can obtain your own personal copy of this invaluable resource by simply clicking the button below and following the prompts. You will then have access to a downloadable PDF copy of this guide, which you can save to your device for easy access whenever you need it.

Download This Guide

School Budgeting Finance Handbook

The Accounting for Schools Revenue Finance Handbook is a practical, easy-to-read guide designed to help school leaders and finance staff better manage revenue and explore alternative income opportunities. Whether you're aiming to boost revenue or build financial resilience, this handbook provides clear, actionable strategies to strengthen your school’s financial position.


You can obtain your own personal copy of this invaluable resource by simply clicking the button below and following the prompts. You will then have access to a downloadable PDF copy of this guide, which you can save to your device for easy access whenever you need it.


Download This Guide

School Budgeting Finance Handbook

The Accounting for Schools Budgeting Finance Handbook is packed with valuable insights and guidance on every aspect of the budgeting process. It highlights key financial considerations and provides a clear overview of budgeting best practice, including how to effectively allocate resources, monitor expenditure, and forecast future financial needs to ensure a balanced and sustainable budget.


You can obtain your own personal copy of this invaluable resource by simply clicking the button below and following the prompts. You will then have access to a downloadable PDF copy of this guide, which you can save to your device for easy access whenever you need it.

Download This Guide

School Revenue Finance Handbook

The Accounting for Schools Revenue Finance Handbook is a practical, easy-to-read guide designed to help school leaders and finance staff better manage revenue and explore alternative income opportunities. Whether you're aiming to boost revenue or build financial resilience, this handbook provides clear, actionable strategies to strengthen your school’s financial position.


You can obtain your own personal copy of this invaluable resource by simply clicking the button below and following the prompts. You will then have access to a downloadable PDF copy of this guide, which you can save to your device for easy access whenever you need it.

Download This Guide

ApprovalMax: For Xero Users - A Guide to Automating Accounts Payable

Managing accounts payable can be a time-consuming task, especially without robust systems in place. This guide, created by ApprovalMax, outlines how to automate your end-to-end AP process using ApprovalMax in conjunction with Xero and other tools. With automation, your school can save time, reduce errors, and ensure greater accountability and compliance.


You can get your own copy of this invaluable resource by clicking the button below. You'll then be able to download a PDF version of the guide, which you can save to your device for easy access anytime you need it.

Download This Guide

Xero New Invoicing Keyboard Shortcuts

Want to speed up your invoicing process in Xero? This handy guide lists all the latest keyboard shortcuts for Xero's new invoicing system, helping you complete tasks more quickly and efficiently.


It’s a small tool that can make a big difference to your daily workflow.


You can get your own copy of this invaluable resource by clicking the button below. You'll then be able to download a PDF version of the guide, which you can save to your device for easy access anytime you need it.

Download This Guide

ApprovalMax: For Xero Users - A Guide to Automating Accounts Payable

Managing accounts payable can be a time-consuming task, especially without robust systems in place. This guide, created by ApprovalMax, outlines how to automate your end-to-end AP process using ApprovalMax in conjunction with Xero and other tools. With automation, your school can save time, reduce errors, and ensure greater accountability and compliance.


You can get your own copy of this invaluable resource by clicking the button below. You'll then be able to download a PDF version of the guide, which you can save to your device for easy access anytime you need it.

Download This Guide

Xero New Invoicing Keyboard Shortcuts

Want to speed up your invoicing process in Xero? This handy guide lists all the latest keyboard shortcuts for Xero's new invoicing system, helping you complete tasks more quickly and efficiently.


It’s a small tool that can make a big difference to your daily workflow.


You can get your own copy of this invaluable resource by clicking the button below. You'll then be able to download a PDF version of the guide, which you can save to your device for easy access anytime you need it.

Download This Guide

Pourato & Secure Data Portal Checklist: Requested Uploads to the Google Drive

The Pourato and Secure Data Portal checklist provides clear, step-by-step instructions on how to download the requested data we need from your school in Pourato and the Secure Data Portal, as well as where to upload it within Google Drive.


To download the checklist and save it to your desktop for easy reference, please click the button below. If you have any questions or require any further assistance, please don't hesitate to contact our team on 04 909 7729.

Download This Guide

Guide to Buying Goods and Services for a School

Created by the Ministry of Education, this guide is an excellent resource for anyone involved in school procurement. It outlines the key steps in running a competitive purchasing process, explains essential buying concepts, and provides good practice advice to ensure value for money.


You can get your own copy of this invaluable resource by clicking the button below. You'll then be able to download a PDF version of the guide, which you can save to your device for easy access anytime you need it.

Download This Guide

Pourato & Secure Data Portal Checklist: Requested Uploads to the Google Drive

The Pourato and Secure Data Portal checklist provides clear, step-by-step instructions on how to download the requested data we need from your school in Pourato and the Secure Data Portal, as well as where to upload it within Google Drive.


To download the checklist and save it to your desktop for easy reference, please click the button below. If you have any questions or require any further assistance, please don't hesitate to contact our team on 04 909 7729.

Download This Guide

Guide to Buying Goods and Services for a School

Created by the Ministry of Education, this guide is an excellent resource for anyone involved in school procurement. It outlines the key steps in running a competitive purchasing process, explains essential buying concepts, and provides good practice advice to ensure value for money.


You can get your own copy of this invaluable resource by clicking the button below. You'll then be able to download a PDF version of the guide, which you can save to your device for easy access anytime you need it.

Download This Guide

Sign up to Our Monthly Newsletter: The Chalkboard

Stay informed with our monthly newsletter, The Chalkboard.


Each issue is full of helpful updates, school finance news, tips and tricks for Xero users, and insights tailored to the education sector. It takes just a few seconds to subscribe — and it's a great way to stay connected with the latest developments that matter to your school.


Click the button below to subscribe. If you know someone else who might benefit, feel free to share the link!

Register for our Newsletter

Sign up to Our Monthly Newsletter: The Chalkboard

Stay informed with our monthly newsletter, The Chalkboard.


Each issue is full of helpful updates, school finance news, tips and tricks for Xero users, and insights tailored to the education sector. It takes just a few seconds to subscribe — and it's a great way to stay connected with the latest developments that matter to your school.


Click the button below to subscribe. If you know someone else who might benefit, feel free to share the link!

Register for our Newsletter

AFS Group Training Session Recordings

At Accounting For Schools, we are passionate about assisting in the development of skills within support teams and the Board of Trustees. Our engaging group training sessions offer schools the opportunity to expand their skills and knowledge, enabling them to make more informed decisions.


In our recent training session, we focused on helping schools upskill with Xero, master the art of building custom reports, and receive invaluable support with cyclical maintenance, fixed assets, budgeting, and more! To access the video recordings of this training session, please click the button below.

Click to access our recordings

2024 SAAR Certificate Form

The 2024 SAAR Payroll Certification Form can be downloaded by clicking the button below.

Click to Download 2024 SAAR Certification Form

AFS Group Training Session Recordings

At Accounting For Schools, we are passionate about assisting in the development of skills within support teams and the Board of Trustees. Our engaging group training sessions offer schools the opportunity to expand their skills and knowledge, enabling them to make more informed decisions.


In our recent training session, we focused on helping schools upskill with Xero, master the art of building custom reports, and receive invaluable support with cyclical maintenance, fixed assets, budgeting, and more! To access the video recordings of this training session, please click the button below.

Click to access our recordings

2024 SAAR Certificate Form

The 2024 SAAR Payroll Certification Form can be downloaded by clicking the button below.

Click to Download 2024 SAAR Certification Form