SMS Tools

All the SMS Tools are available as part of any SLA including the Helpdesk SLA.

Salary Calculator

Suitable for Maintained Schools
SMS recommend Access Budget Planning software as the most effective long-term budget planning software and over 90% of the schools that SMS support use this software.
We continue to provide a staffing calculator to assist those schools who do not use any budget planning software.
It is also possible to produce a 1 year budget in CFR format using this tool.

Budget Monitoring Tool

Suitable for Maintained and Academy Schools
The SMS BMR tool has a number of features


  1. Produces a Detailed Budget Monitoring Report
    1. Includes a comparison with previous month

    2. RAG % rating for Actual to Date vs Budget

    3. Data integratory check to ensure data agrees to School accounts system

    4. Ability to have separate profit/loss accounts for School Fund / Restricted Funds etc.


  2. Includes a reconciliation to balance sheet
  3. Includes ability to commit salary costs based on information held in Access Budgeting
  4. Auto Produces Return to LA in CFR Format for Maintained School
  5. Auto Produces the SFVS or SRM Dashboard

The BMR Tool will work with the following accounting systems:
Budget Monitoring Report for an example primary school.

Salary Reconciliation Tool

Suitable for Maintained and Academy Schools
Schools that use SIMS/FMS have this facility built into the accounting system and holds the future commitments in the accounts
Salary reconciliation is an integral part of your monthly checks and essential for accurate forecasting
The SMS Tool has the following features

  1. Produces an easy to Read report showing the budgeted salary for each member of staff vs the actual payroll costs
  2. Shows the Gross + ERS NI + ERS Pension comparison
  3. Ability to add reason for variance
  4. Can produce the Salary Journal which can then be imported into accounting system

Example Payroll Comparison table.