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:
EducationDepartment andfor Skills Funding AgencyEducation
Published
22 March 2022
Last updated
121 MayOctober 2024 — See all updates

Applies to England

Documents

Academy trust finance automation: getting started

HTML

Guide for software integration with automation API 5.06.0

PDF, 1.822.35 MB, 5362 pages

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Academies chart of accounts 2023-24 - AR Automation v6,3.0 March 24v6,4.0

MS Excel Spreadsheet, 613615 KB

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Academies chart of accounts 2022-232023-24 - AR Automation v5.2.2 August 23v6,3.0

MS Excel Spreadsheet, 26.9613 MBKB

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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 suppliersproviders with quick links to register their software, access the developer hub and test environments
  • provides details on the process for updating suppliersproviders with the most up to date academies chart of accounts (ACoA)(academies CoA)
  • provides links to ACoAthe academies CoA versions specific for supplierprovider use which will be uploaded onto this page in MarchMarch/April and July/August for the relevant accounts return and draft trust financial statements collection period
  • for the most recent chartacademies ofCoA accounts available to trusts, users should visit [AcademiesAcademies chart of accounts and automating the accounts return]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 suppliersproviders need to know to successfully automate their trusts academies chart of accounts data into the DfE’s financial returns.

Academies chart of accounts 2023-24 v6.3.0 (April 24)

TheThis spreadsheet is the baseline ACoAacademies 23-24,CoA 2023-24, which also includes all known updates since the ACoAacademies 2022-24CoA and2022-23. This version is made available for the initial testing by FMS suppliers of the 2023-24 automated accounts return.return (AR). This willis beusually supersededfollowed by a final version once all changes to the AR are know,known. pleasePlease note that this will not effectaffect account codes, only the mapping and/orand descriptions.description changes.

Academies chart of accounts 2022-232023-24 v5.2.2v6.4.0 (August 23)24)

This spreadsheet includes all updates since the Academies CoA 2021-22,2022-23, and is available for the final testing by FMS suppliers of the 2022-232023-24 automated accounts return.

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

Further enquiries 

Contact us via our FMS provider helpdesk.  

The help centre provides information about the academies chart of accounts and automation for FMS software providers.

If you are unable to find the information you need you can also raise a query with us via the ‘Send a message’ link at the bottom of the FMS provider helpdesk page.

Updates to this page

Published 22 March 2022
Last updated 121 MayOctober 2024 + show all updates

  1. We have updated the guide for software integration with automation API, to version 6.0. We have listed updates in the 'Document control' section. We have published the final version of the academies chart of accounts for 2023 to 2024. We have added a link for further enquiries.

  2. 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.

  3. 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.

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

  5. 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.

  6. First published.

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