Guidance

Academy trust finance automation: information for software suppliers

Guidance and resources for financial management systems (FMS) software suppliers working with academy trusts to automate their financial returns.

From:
Education and Skills Funding Agency
Published
22 March 2022
Last updated
281 MarchMay 20232024 — See all updates

Applies to England

Documents

Academy trust finance automation: getting started

HTML

Guide for software integration with automation API 4.05.0

PDF, 1.591.82 MB, 4953 pages

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Academies chart of accounts 2022-232023-24 - AR Automation v5,0.0v6,3.0 March 2324

MS Excel Spreadsheet, 619613 KB

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Academies chart of accounts 2021-222022-23 - AR Automation v4.5.0v5.2.2 JulyAugust 2223

MS Excel Spreadsheet, 32.726.9 MB

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Details

Information and resources on this page are for FMS software providers only.

Academy trust finance automation: getting started

This guide:

  • provides FMS suppliers with quick links to register their software, access the developer hub and test environments
  • provides details on the process for updating suppliers with the most up to date academies chart of accounts (CoA)(ACoA)
  • provides links to CoAACoA versions specific for supplier use which will be uploaded onto this page in March and July/August for the relevant accounts return and draft trust financial statements collection period
  • for the most recent chart of accounts available to trusts, users should visit [Academies chart of accounts and automating the accounts return] (https://www.gov.uk/government/publications/academies-chart-of-accounts) webpage

Guide to software integration with automation API

Provides detailed technical requirements that FMS suppliers need to know to successfully automate their trusts chart of accounts data into the DfE’s financial returns.

Academies chart of accounts 2021-222023-24 -v6.3.0 for(April 2021-2224)

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This spreadsheet includes all known updates fromsince the CoAACoA 2020-21,2022-24 and is made available for the finalinitial testing by FMS suppliers of the 2021-222023-24 automated accounts return.

Academies chartThis ofwill accountsbe 2021-22superseded -by fora 2021-22final version once all changes to the AR Automationare -know, v4.2.0please Marchnote 22

Thethat previousthis releasewill ofnot effect account codes, only the CoAmapping 21-22,and/or whichdescriptions.

Academies includedchart allof knownaccounts 2022-23 v5.2.2 (August 23)

This spreadsheet includes all updates fromsince the CoA 2020-212021-22, wasand madeis available for the initialfinal testing by FMS suppliers of the 2021-222022-23 automated accounts return. This is superseded by version 4.5.0, but remains available for your information.

Trusts who wish to find out about the CoA should visit the Academies chart of accounts and automating the accounts return webpage.

Published 22 March 2022
Last updated 281 MarchMay 20232024 + show all updates

  1. Academies chart of accounts version added for financial year 2023 to 2024, which is the first draft of the FMS suppliers can use to test their trusts automation software.

  2. Guide for software integration with automation (Developer guide) has been updated to version 5.0. Final version (5.2.2) of the academies chart of accounts for 2022/23 added.

  3. The first draft of the Academies CoA for 2022/23 (v5.0.0) has been uploaded onto the FMS developers site.

  4. The 'Guide for software integration with automation API v4.5.0' has been updated to include references to the draft trust financial statements, and an updated version of the 'Academies chart of accounts v4.5.0' has been added for the accounts return and draft trust financial statements 2021-22 accounting year.