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Skip Navigation LinksFINANCE MODULE - Forward Planning - Calculating School Funding and Income

The finance module is fully compliant with the requirements of Consistent Financial Reporting. It is a flexible and powerful tool to help you set, monitor and report all aspects of the school budget.

Income can be predicted and recorded upto ten years into the future using Wauton Samuel's Finance Module. The majority of income is funding from the local authority and the majority of this funding is dependant on the school's role. If a school is able to predict their future school role and have figures on how much funding a school will recieve depending on the types of pupil they enrol, the school can calculate how much funding they will recieve in future years.

The current school role can be entered at the left hand side of the screen and this will cascade across the year as the pupils move up a year each Autumn Term


The amount of funding per pupil a school will recieve is entered for the years that a school wish to predict funding for.


Below is an example of a report produced using the above information. The school roll (blue) hasn't changed much over the years examined but the funding (grey) has increased because the LEA has steadily increased the funding per pupil. This information is also provided in a tablular format to enable a user of the finance module to quickly review figures and use the predicted funding in the Funding Details area of the system. Funding can be entered for financial years upto ten years in the future and can include the pupil led funding information calculated above aswell as general funding schools may recieve for different schemes they apply to and CF funding from previous years.s


The Year - On - Year Report combines the budgets generated by forward planning to produce a report showing income and expenditure summary and details over a set of three years.

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