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Istek - Private Funds Manager
Support
We offer a full support with the Private Funds Manager, which provides the following:
- Unlimited phone and email support. Phone support can be obtained during normal office hours of 9.00am - 5.00pm. Emails can be sent at any time and will be actioned on receipt.
- Unlimited use of the support area of our Web Site. This provides an extensive Frequently Asked Questions Area, User Guides, Financial and Academic Year End Notes, Troubleshooting and more.
- Unlimited use of downloadable tools and extras from web site.
- Annual software updates to add new features and improvements, including any mandatory legislative changes.
- Your choice to decide what new features you would like to see added. Any improvements or developments you would like to see can be logged on our web site or by phone.
This ongoing support is renewable annually.
The annual support contract is priced at £120 +VAT per annum.
Training
Duration and Scope
The training consists of a half-day session either at your school or with a small group of other local schools. The session is designed for those who are completely new to the package and covers installation, setup and operation of the package.
Course Topics
- Introduction
- Installation
- Setting up the system
- Users & Passwords
- Importing student / supplier / teacher information
- Setting up Accounts
- Setting up the Bank Accounts
- Archiving data
- Day to Day Transactions
- Receipts
- Payments
- Direct Postings
- Transfers
- Monthly Processes
- Bank Reconciliation
- Financial Reporting
- Account Based Reporting
- CFR Reporting
- Backup
Training is offered at £500 + VAT
Set Up Service
The set up service from Istek, allows you to receive your Private Funds Manager package set up and ready to go at the start of the financial period. All ongoing accounts will be entered with opening balances and other details, and all bank and cash accounts also set up and ready to be used. To provide this service we will need some simple information from you:
- A list of accounts together with the name of the responsible person (if applicable), an opening balance for that account and any suppliers associated with it (if applicable).
- For accounts grouped by class, we need a list of classes
- For accounts for which you wish to record individual student transactions, we need a list of students.
- Bank account balances at end of previous period (bank and petty cash)
- A list of unreconciled items
- Full student list exported from SIMS on disk.
Prior to sending the data to you, we will fax a reconciliation for you to confirm, and then send the set up data to you either on disk or through email with full loading instructions.
The set up service is priced at £200 +VAT
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