Yes, budgets are produced in the consistent Financial Reporting Format (CFR) format at the same time at cost centre and ledger code level.39
clickPlanner is a comprehensive budget software tool to prepare detailed budgets for schools and allows complex “what if” scenarios quickly and accurately. It is NOT a replacement for your accounting system. It powerfully complements it.38
Yes, you can prepare up to five year budget plans.41
Yes, a detailed school development can be costed while preparing your school budget.40
Yes your chart of accounts can be imported from your accounting system.43
clickPlanner can produce individual salary statements for staff. This shows a clear breakdown of the base salary and any additional points awarded to staff.44
clickPlanner is a database and has a clear, easy-to-use interface. You don’t need to worry about accidentally deleting complex formulas and macros or the affects of changing cell contents. clickPlanner is very robust and has many satisfied users. All you need to is enter your data to see who useful it can be for your school.42
clickPlanner can produce individual salary statements for staff. This shows a clear breakdown of the base salary and any additional points awarded to staff.45
No, clickPlanner recalculates all the staff costs automatically. When the new rates of pay are published, we provide you with a import file with which to update the system. You don’t need to do any extra work.46
Yes, you can input actual costs and produce monitoring reports by cost centre,ledgercodes and CFR codes.48
Yes, our budget tool allows you project your likely income based on your funding factors such as roll numbers, free school meals, premises size, SEN indicators etc.47
Yes, you can restrict access via passwords for different users.51
Yes.49
No, unlimited support is provided by email, and remote access. We aim to respond within two hours to any support questions. click products all come with help files that highlight the most frequently asked support questions.50
Yes, this is a powerful and popular feature. clickPlanner can accurately cost employees with multiple jobs on different grades, different hours, working full-time or term-time and each job can be allocated to different cost centres. The user just need to enter details of each job and clickPlanner does the rest.52
Yes, we can arrange a demo or if you prefer a site visit can be arranged. Contact us with your details.53
Yes, most reports can be exported ad pdf’s and emailed.55
clickPlanner has an extensive suite of reports that covers most requirements. However we would like to hear your ideas for new reports that can be considered for the next version.54
Click this link for partner programme details.56
Like many things in clickPlanner it is simply a case of ticking the months that apply and then adding the amounts to the allowance boxes. The affect of this is automatically calculated to produce a final figure you can rely upon.57
No,you can copy data from year to year and avoid unnecessary duplication.60
The salary calculator is very similar to the way we create employee budgets. It allows you to cost out staff scenarios without adding them to the budget and to see the likely financial impact. For example the headteacher may have received additional SEN Stage 5 funding and can use the salary calculator to evaluate the support hours she could employ with that additional funding.58
Yes, You can set your own annual TLR values.59
If you have the correct permissions all assets data can be exported into Microsoft Excel. Most reports can be exported as pdf’s64
clickAssets show assets in summary and detailed formats and by location and asset numbers. There are also disposal reports and by estimated replacement date.62
Yes,once assets are registered they cannot be deleted only disposed off by entering disposal details. Extensive reports are produced for annual stock checks, loaned assets, disposed assets.63
Yes, clickAssets is intended for anyone to use and build up a register in a very short period of time.61
