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FAQs

All your school budgeting software questions answered

The SAAF Budget Planner is an innovative piece of software used for all aspects of the education sector’s annual budget setting, planning and monitoring cycle.

From multiple budget scenarios and staff contract calculators to income and expenditure analysis and reporting, our school budgeting software offers a range of benefits designed to make your life easier.

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Put simply, because it’s better!

Its capabilities far outshine anything Excel can do. It will save you time and money, and make the complex process of budgeting simply and easy to manage.

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Yes!

The SAAF Budget Planner integrates with the Chart of Accounts setup in your financial software package and allows for importing and exporting budgets. This is supported across all commonly used finance software packages including PS Financials, Capita FMS, Civica and Sage 50/200.

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All EFA and DfE requirements are incorporated automatically, as the software is cloud-based and applies all updates remotely.

But don’t worry! No changes will be applied to your fixed budgets and, where applicable, all other budgets will be given an option on whether or not to update. Depending on your version, typical changes will include National Insurance contribution rates and thresholds as well as:

  • CFR/GAG Codification
  • EFA Budget Forecast Return Category and report updates
  • National Insurance Contribution Rates and Thresholds
  • Pension Rates
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From quick interactive KPIs, ratio and cash flow analysis, year-end forecast reports for presentation at governor meetings and Pupil Premium/Sports Grant Tracking, you’ll access a range of reports quickly and seamlessly.
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Creating a new budget is simple and straightforward. What’s more, you’ll be supported by our experienced consultants – During your training day they’ll ensure you’re comfortable using the software. Once the budget data has been entered for the first time, it’s a simple task to update it.

  • Data can be copied to new scenarios for 'what if' scenario planning.
  • Upgrades to the next budget year involve the transfer of all your existing budget data to the new year format, with any statutory and local changes applied automatically.
  • This means that a draft budget for the new year can be produced in minutes instead of hours.
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Our software allows unlimited copies of budgets.

  • Copied budgets can be used to create multiple scenarios for changes to staffing or other costs/income.
  • Compare budgets via the reporting suite or using our unique Quickswitch function to change budgets in any screen.
  • Budgets can be copied and amended to show part year costs for inclusion in midyear forecasts and monthly management accounts.
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The SAAF Budget Planner allows you to fix a budget for the financial year, preventing any changes from being made once approved. It’s always available to view for audit and analytical purposes.

A working copy of the fixed budget is automatically created, should any in-year changes be approved. Any number of working copies can be created from any version of the budget.

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The licence fee includes comprehensive phone and online support. We can also provide any number of training and consultancy days onsite at our standard rate. A training and implementation day is included in the cost.
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Of course! We’d be delighted to show what the software can do for you.
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If you would like more information on pricing, please get in touch.

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SAAF Education is an independent organisation delivering bespoke financial management and business support services to schools, academies and multi-academy trusts.

We’ve developed our in-depth knowledge of the education sector by helping schools and academies thrive through increasing financial pressures, and our directors have over 20 years’ direct experience between them.

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