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.

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.

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.

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.

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.

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.

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.

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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.

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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.

Wednesday, 8 October 2025, we hosted a live webinar to support schools in preparing their 2026 annual budgets. During the session, we walked attendees through key budgeting principles, provided updates on funding changes, and shared practical advice for the planning process using our template. To access the video recording and PDF slides, please click the button below.

The 2025 SAAR Payroll Certification Form can be downloaded by clicking the button below.