Sage 200 and Education Module for Academy Schools

TSG implements Sage 200 with TSG Education Software for Cardinal Hume Catholic School

Sage 200 for schoolsThe customer

Cardinal Hume Catholic School is situated in the North East of England in Gateshead. The school employs around 140 staff and accommodates 1200 students in a £24 million state of the art building, which is ‘jam packed’ with the latest available technology. The landmark building also features a four court sports hall, dance studio, music recording studio, and a film and AV studio.

The mission statement of Cardinal Hume School is ‘to develop each member of the school community so that everyone involved can reach her/his full potential in the light of the teaching of Christ and the values portrayed in the Gospels.’

“TSG was instrumental in showing us Sage 200. We had experts on hand throughout our academy conversion process whenever we needed them.”

Understanding our customer

In the process of converting to Academy status, the school realised that it could no longer make do with its existing accounting software provided by their local authority.

Louise Levy, Head of Business & Finance at the school explains, “We needed to find a new finance system that we felt comfortable with and that staff would be relaxed in using and get to grips with quickly.”

What would set one accountancy package apart from the rest would be its seamless integration with other software and ensuring its stability as a future-proof solution for Cardinal Hume. The new accounting software needed to fulfil the budget reporting requirements of the school so that income and expenditure could be monitored against a budget, with any surplus and deficit managed efficiently. On-going support of the software would also be a key driver for Cardinal Hume in terms of selecting the right IT Partner to work with.

Implementing the solution

Having gone through the tender process of assessing the functionality of accounting software on the market, Cardinal Hume was keen to learn more about Sage 200 and the Education module from TSG. Developed by TSG specialists, this excellent add-on module operates seamlessly alongside Sage 200 to assist schools and academies as they evolve.

Not only does Sage 200 integrate with mainstream Microsoft products, it’s a powerful accounts solution with complex reporting capabilities – an ideal fit for the school’s requirements.

With great knowledge and experience of working with schools, TSG was selected by Cardinal Hume to help with their transition to Academy status.

TSG experts were keen to involve the Accountants at Cardinal Hume throughout the deployment of Sage 200 to ensure that it met their needs. Louise Levy continues, “TSG was instrumental in showing us Sage 200. We had experts on hand throughout our academy conversion process whenever we needed them.”

Sage 200 was configured with the existing Nominal ledger codes and Cost Centres used for each faculty department, premises, staffing and overhead costs; including income.  Departments were set up to funnel the income and costs in each funding stream in order to track any expenditure against Grant Income, Restricted and Unrestricted Income.

The benefits to the Academy school

Through the TSG Education Module the Cost Centres generate a Budget Statement for each Budget Holder which details their Income and Expenditure in detail and summary. The smart technology behind the TSG Education Module also gives staff the ability to import budgets from a spreadsheet – thus simplifying and streamlining departmental processes and eliminating manual data input.

It also provides the capacity to import, create and manage catalogues to enable quick Purchase Order entry.

Purchase Orders and Remittances are now setup to automatically email Suppliers, a great feature which has been welcomed by staff at the school, with this added functionality saving them time usually spent on populating invoices and filing.

Speaking of the deployment Louise adds, “Our conversion ran very smoothly and was stress free. We’ve had no issues with our finances at all since then, and the TSG team has developed excellent working relationships with our Accountants.”

Rating the service from the TSG team as “excellent”, Louise is asked if she’d recommend TSG to other businesses and answers with, “Absolutely. The team has given us fantastic support and are now definitely friends of our school.”

The Future

As TSG continues to provide Cardinal Hume with support of their accounting software, the school staff also appreciate the Academy School Forums which TSG run frequently as it gives them the chance to chat to other academies and network with like-minded people.

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