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.
Applies to England
Documents
Details
Information and resources on this page are for FMS software providers only.
Academy trust finance automation: getting started
This guide:
- provides FMS providers with quick links to register their software, access the developer hub and test environments
- provides details on the process for updating providers with the most up to date academies chart of accounts (academies CoA)
- provides links to the academies CoA versions specific for provider use which will be uploaded onto this page in March/April and July/August for the relevant accounts return and draft trust financial statements collection period
- for the most recent academies CoA available to trusts, users should visit Academies chart of accounts and automating the accounts return webpage
Guide to software integration with automation API
Provides detailed technical requirements that FMS providers 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)
This spreadsheet is the baseline academies CoA 2023-24, which also includes all known updates since the academies CoA 2022-23. This version is made available for initial testing by FMS suppliers of the 2023-24 automated accounts return (AR). This is usually followed by a final version once all changes to the AR are known. Please note that this will not affect account codes, only the mapping and description changes.
Academies chart of accounts 2023-24 v6.4.0 (August 24)
This spreadsheet includes all updates since the Academies CoA 2022-23, and is available for the final testing by FMS suppliers of the 2023-24 automated accounts return.
Trusts who wish to find out about the academies CoA should visit the Academies chart of accounts and automating the accounts return 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
Last updated 21 October 2024 + show all updates
-
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.
-
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.
-
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.
-
The first draft of the Academies CoA for 2022/23 (v5.0.0) has been uploaded onto the FMS developers site.
-
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.
-
First published.