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Hear from NYES Financial Services

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Helen Otter and Helen Simpson at NYES Financial Services know Arbor Finance inside out. Their support services range from providing a full bursar service, to supporting on budget planning and monitoring, and assisting schools with their monthly and end of year reporting.

“It’s easy to use, it’s easy to pick up, and you don’t need extensive amounts of training to get the hang of it.”

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When the North Yorkshire Council schools first started using Arbor Finance, the NYES Financial Management Services Team worked closely with the Arbor Finance team to make sure their schools were set up to report in the format the Local Authority required. With Arbor Finance, both statutory and custom reporting is a breeze. Helen simply logs in to the system and exports the bank reconciliation, VAT report, and CFR with the click of a button.

“It’s a seamless process and it’s very straightforward, and we don’t need to do any manual inputting. It takes about a minute to pull a report.”

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Not only is Arbor Finance easy to use, its easy to fix any mistakes. Some of the NYES team’s favourite features are the ability to code correct a transaction that’s been posted to the wrong budget code, and the ability to reset the system to an earlier point in time. Knowing you can easily undo an error gives you total peace of mind, and as Helen comments, “we’ve never had an issue that we couldn’t sort out”.

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Maintaining work life balance

The NYES team are able to manage their time more effectively because Arbor Finance is cloud-based. Instead of going into schools and needing to take over the office staff’s desk space, Helen is able to take advantage of working from home, and reduce time spent commuting between schools:

“Because it’s cloud-based it’s brilliant, and I can do a lot of the work I used to have to do in school, at home. I’ll go into the school to do processing work, like inputting invoices and doing bank reconciliations.

When I get home, I’ll do my budget monitoring work, where I’m looking at analysis codes and tracking spend in more detail.”

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Hear from two primary schools using Arbor Finance, supported by NYES

Susie has worked at Le Cateau for six years, and her responsibilities are wide ranging. From procurement and contracts to staffing and HR, finance is just one element of Susie’s day. In a large, busy primary school, every day is different, and Susie loves that everything in Arbor Finance is quick and easy.

“I use Arbor Finance every day, and it’s a superb piece of software. I can’t think of anything that needs improving, but if I did, I’d know that I could go to Arbor and they’d take the feedback onboard.

When I used a legacy finance system, reconciling month end would be an arduous task. Whereas now with Arbor Finance, it is so much easier.”

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Carrie works as a Business Manager across the three primary schools in the federation. Carrie uses Arbor Finance to manage the finances for each school, including two schools that share a budget.

Before working as a Business Manager, Carrie had experience in project management and budget monitoring, but no formal background in finance. Carrie found that Arbor Finance was “easy to get your head around as a non-finance person” and was able to quickly get up to speed on how to use the system.

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Are you an LA team or maintained school reviewing your MIS and Finance Options? Get in touch at hello@arbor-education.com 

The post How schools in North Yorkshire make day-to-day accounting simple with Arbor Finance appeared first on Arbor.

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What is Arbor Finance?

Already used and loved by over 1,250 Local Authority maintained schools, Arbor Finance is a cash book accounting system that makes day-to-day school accounting simple, paperless and affordable. We acquired RM Finance and brought it into the Arbor brand to expand our offering to LAs. 

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Why choose Arbor MIS and Arbor Finance for your schools?

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Move everything off your server

Both Arbor MIS and Finance are cloud-based, meaning you can work completely flexibly, from home or anywhere, with no server bulk, costs, or complications. Plus, work with just one team for both MIS and Finance.

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Give your schools a top rated MIS

Arbor MIS is chosen by more schools that switch than any other UK MIS, and we’re proud to be the UK’s most popular cloud-MIS. We’ve designed Arbor with features tailored to office staff, teachers and SLT  – so you can work together in one, shared system.

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And a finance system they’ll love 

With features just right for your schools, including built-in statutory reporting, online invoicing and electronic approvals, your schools will love our simple and easy-to-use interface. Arbor Finance makes accounting straightforward and paperless, with no accounting background needed.

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Continue to provide trusted, local support

We’ll make sure you’re accredited to support your schools on Arbor MIS and Arbor Finance. Plus, we’ll work with you to define the right set of finance reports for your schools, tailored to your authority’s needs.

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Benefit from our tried and tested migration process

We’ve migrated more schools (over 4,500!) from legacy, server-based systems to the cloud than any other MIS provider. Together with your MIS team and support partner, we’ll map out a phased onboarding of Arbor MIS and Arbor Finance across your Local Authority – with you in the driver’s seat.

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We already work with over 20 Local Authorities and over 50 local support teams to ensure schools have the tools they need to make day-to-day accounting simple and straightforward, and an MIS that will measurably improve the way you work. 

If you’re an LA team or or a Partner that works closely with LA schools reviewing your schools’ MIS and Finance options, we’d love to hear from you. Get in touch at hello@arbor-education.com

Want to hear from LAs who have worked with us before? Read our report with HFL Education (Hertfordshire) and Hampshire County Council on their experience of working with Arbor. 

Are you an individual school or a current Arbor MIS customer? Speak to your Local Authority team about their plans for MIS and Finance.

The post Announcing Arbor’s MIS and Finance offer for Local Authorities appeared first on Arbor.