FMS Budget Adjustment, Profiling and CFR Mapping

Tuesday, 11 June 2019
Information Technology (IT)
School Type
St. Ives

This session will work across both the General Ledger and Budget Management and will cover:

  • Feedback from the county finance team and how to interpret their instructions
  • Dealing with new funding – anticipated and non-anticipated funding, and the steps that must be taken in both the general ledger and within budget management
  • Budget adjustments, when and how they should be completed
  • Profiles (anticipated expenditure pattern) and the effect on the budget and the financial reports
  • CFR (Consistent Financial Reports) a full explanation. Looking at the report within FMS6 and the CRF report within the BCR and practical mapping of codes to the CFR report within FMS

A discussion covering the facility to look at schools of similar size and structure on the financial benchmarking site.


  • Interpret feedback from County finance team  and carry out their requirements within FMS incorporating: Actuals  and Budget.
  • Appreciate how to deal with  both new funding and unexpected income.
  • Understand the importance of Profiling within FMS and appreciate the effect having the incorrect profile can have on the Budget.
  • Feel comfortable adding |editing profiles.
  • Undertaking CFR mapping as requested by the County Finance team.  Understanding of what the CFR mapping is and how it is linked to ledger codes.

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    • Provider: The ICT Service
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    • Provider: The ICT Service
    • Dates: Tuesday, 11 June 2019
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