Resources

Welcome to our ever-growing resources hub! Here, you'll find a selection of invaluable, and practical tools and guides designed to support you in effectively managing your school finances while enhancing your skills and knowledge. These resources are completely FREE and can be downloaded to your desktop in seconds!


To download a resource, simply click the download button and follow the prompts. If you have any questions or feedback about our resources, feel free to reach out to us via email at marketing@afsl.nz. We'd love to hear from you!

Board of Trustees Finance Handbook

Board of Trustees Finance Handbook

The Accounting for Schools Board of Trustees Finance Handbook offers valuable insights into education specific terms, clarifies jargon, and highlights key financial areas for Board members. Its comprehensive approach ensures that trustees are well-equipped to make informed and effective financial decisions.


You can obtain your own personal copy of this invaluable resource by simply clicking the button below and following the prompts. You will then have access to a downloadable PDF copy of this guide, which you can save to your device for easy access whenever you need it.

Download This Guide

Board of Trustees Finance Handbook

The Accounting for Schools Board of Trustees Finance Handbook offers valuable insights into education specific terms, clarifies jargon, and highlights key financial areas for Board members. Its comprehensive approach ensures that trustees are well-equipped to make informed and effective financial decisions.


You can obtain your own personal copy of this invaluable resource by simply clicking the button below and following the prompts. You will then have access to a downloadable PDF copy of this guide, which you can save to your device for easy access whenever you need it.


Download This Guide

School Budgeting Finance Handbook

The Accounting for Schools Budgeting Finance Handbook is packed with valuable insights and guidance on every aspect of the budgeting process. It highlights key financial considerations and provides a clear overview of budgeting best practice, including how to effectively allocate resources, monitor expenditure, and forecast future financial needs to ensure a balanced and sustainable budget.


You can obtain your own personal copy of this invaluable resource by simply clicking the button below and following the prompts. You will then have access to a downloadable PDF copy of this guide, which you can save to your device for easy access whenever you need it.

Download This Guide

School Budgeting Finance Handbook

The Accounting for Schools Budgeting Finance Handbook is packed with valuable insights and guidance on every aspect of the budgeting process. It highlights key financial considerations and provides a clear overview of budgeting best practice, including how to effectively allocate resources, monitor expenditure, and forecast future financial needs to ensure a balanced and sustainable budget.


You can obtain your own personal copy of this invaluable resource by simply clicking the button below and following the prompts. You will then have access to a downloadable PDF copy of this guide, which you can save to your device for easy access whenever you need it.

Download This Guide

ApprovalMax: For Xero Users - A Guide to Automating Accounts Payable

Accounts payable (AP) can become hard to stay on top of and time-consuming without the right processes and policies in place. Thankfully, there are better ways to handle AP through automation, saving time and resources. In ApprovalMax's Automating Accounts Payable guide, you can learn how to automate your end-to-end AP process with ApprovalMax, Xero, and other tools.


You can obtain your own personal copy of this invaluable resource by simply clicking the button below and following the prompts. You will then have access to a downloadable PDF copy of this guide, which you can save to your device for easy access whenever you need it.

Download This Guide

ApprovalMax: For Xero Users - A Guide to Automating Accounts Payable

Accounts payable (AP) can become hard to stay on top of and time-consuming without the right processes and policies in place. Thankfully, there are better ways to handle AP through automation, saving time and resources. In ApprovalMax's Automating Accounts Payable guide, you can learn how to automate your end-to-end AP process with ApprovalMax, Xero, and other tools.


You can obtain your own personal copy of this invaluable resource by simply clicking the button below and following the prompts. You will then have access to a downloadable PDF copy of this guide, which you can save to your device for easy access whenever you need it.

Download This Guide

Pourato & Secure Data Portal Checklist: Requested Uploads to the Google Drive

The Pourato and Secure Data Portal checklist provides clear, step-by-step instructions on how to download the requested data we need from your school in Pourato and the Secure Data Portal, as well as where to upload it within Google Drive.


To download the checklist and save it to your desktop for easy reference, please click the button below. If you have any questions or require any further assistance, please don't hesitate to contact our team on 04 909 7729

Download This Guide

Pourato & Secure Data Portal Checklist: Requested Uploads to the Google Drive

The Pourato and Secure Data Portal checklist provides clear, step-by-step instructions on how to download the requested data we need from your school in Pourato and the Secure Data Portal, as well as where to upload it within Google Drive.


To download the checklist and save it to your desktop for easy reference, please click the button below. If you have any questions or require any further assistance, please don't hesitate to contact our team on 04 909 7729

Download This Guide

Sign up to Our Monthly Newsletter: The Chalkboard

Stay informed with our monthly newsletter, "The Chalkboard"!


Receive the latest industry news, essential updates, and invaluable Xero tips and tricks delivered directly to your inbox. Subscribing is a breeze—just click the button below and follow the prompts. Best of all, it’s completely free, and everyone is welcome to join our exciting community!


If you know someone who could benefit from our newsletter, feel free to share this link so they can join us too. We're here to support you and your school in every way possible!

Register for our Newsletter

Sign up to Our Monthly Newsletter: The Chalkboard

Stay informed with our monthly newsletter, "The Chalkboard"!


Receive the latest industry news, essential updates, and invaluable Xero tips and tricks delivered directly to your inbox. Subscribing is a breeze - just click the button below and follow the prompts. Best of all, it’s completely free, and everyone is welcome to join our exciting community!


If you know someone who could benefit from our newsletter, feel free to share this link so they can join us too. We're here to support you and your school in every way possible!

Register for our Newsletter

2023 Group Training Session Recordings

At Accounting For Schools, we are passionate about assisting in the development of skills within support teams and the Board of Trustees. Our engaging group training sessions offer schools the opportunity to expand their skills and knowledge, enabling them to make more informed decisions.


In our recent training session held in August 2023, we focused on helping schools upskill with Xero, master the art of building custom reports, and receive invaluable support with cyclical maintenance, fixed assets, budgeting, and more! To access the video recordings of this training session, please click the button below.

Click to access our recordings

2023 Group Training Session Recordings

At Accounting For Schools, we are passionate about assisting in the development of skills within support teams and the Board of Trustees. Our engaging group training sessions offer schools the opportunity to expand their skills and knowledge, enabling them to make more informed decisions.


In our recent training session held in August 2023, we focused on helping schools upskill with Xero, master the art of building custom reports, and receive invaluable support with cyclical maintenance, fixed assets, budgeting, and more! To access the video recordings of this training session, please click the button below.

Click to access our recordings

2024 SAAR Certificate Form

The 2024 SAAR Payroll Certification Form can be downloaded from here.

Click to Download 2024 SAAR Certification Form
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