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
1 May 2024 — See all updates

Applies to England

Documents

Academy trust finance automation: getting started

HTML

Guide for software integration with automation API 5.0

PDF, 1.82 MB, 53 pages

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

MS Excel Spreadsheet, 613 KB

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Academies chart of accounts 2022-23 - AR Automation v5.2.2 August 23

MS Excel Spreadsheet, 26.9 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 (ACoA)
  • provides links to ACoA 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 2023-24 v6.3.0 (April 24)

The baseline ACoA 23-24, which also includes all known updates since the ACoA 2022-24 and is made available for the initial testing by FMS suppliers of the 2023-24 automated accounts return. This will be superseded by a final version once all changes to the AR are know, please note that this will not effect account codes, only the mapping and/or descriptions.

Academies chart of accounts 2022-23 v5.2.2 (August 23)

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

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 1 May 2024 + 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.

  5. First published.