Welcome to Bromcom Finance! We’re delighted you’ve chosen Bromcom to support
your school’s financial management.
This guide explains the process of transferring your finance data from FMS
to Bromcom Finance. If you are currently using a finance system other than FMS,
please speak to a member of the Finance Customer Success team for guidance
specific to your system.
To ensure a smooth transition, we recommend that a Finance Specialist from your
school is actively involved throughout the project.
A printable version of this guide is also available here – Finance Onboarding Welcome Pack
Your finance onboarding begins with a Discovery Meeting, which may be combined
with your MIS Discovery meeting where appropriate.
During this session, your assigned Project Manager will discuss your current finance
processes and procedures to gain a full understanding of your requirements. This
information enables us to plan your finance implementation and agree an
appropriate go-live date.
If your school has more complex finance requirements, we may arrange
an additional discovery session with one of our Finance Specialists.
To help you get the most from Bromcom Finance, we recommend completing the
following live webinar training sessions:
- Finance Managers
- Accounts Payable & Accounts Receivable (Bank Account/Central Schools)
- Finance Routines
- Budgeting (optional)
These sessions are delivered monthly.
Book your training via eFront: Bromcom’s Learning Management System | Make
Your Talent Thrive
Throughout the year we also run Finance Masterclasses to help expand your
knowledge and introduce new functionality.
Visit the Bromcom Community for upcoming sessions: BromCommunity – Connect
your community.
As part of the onboarding process, we will require a number of reports and exports
from FMS.
Please ensure you:
- Follow the file formats specified on the Summary tab of your Configuration
Document - Submit all requested information to the Finance Onboarding Team by the
agreed date. - Adhere to the agreed onboarding timescales.
Important: Once you have extracted the required information from FMS, do not enter
any further transactions into FMS. This ensures that the data imported
into Bromcom remains accurate and fully reconciled.
Our Finance Onboarding Team will:
- Import your finance data into Bromcom Finance.
- Validate and reconcile the imported figures.
- Return the system to you for your own verification checks.
Once you have confirmed that all balances and data reconcile with
your previous finance system, you can begin processing transactions in Bromcom.
Please note: Your first financial transaction in Bromcom will be treated as
confirmation that you have accepted the migrated balances and completed your
verification checks.
Following handover, you’ll be introduced to your dedicated Finance Customer
Success Manager (CSM).
Your CSM will support you through your transition with four scheduled transition
calls, which can be booked at times convenient for your school.
Book your transition sessions here: Book a Finance Support Call
Many Local Authorities require financial reports in specific formats for submission
into their own systems.
Your reporting requirements should have been discussed during the sales process.
However, if you require clarification on:
- Specific reports
- Export file formats
- Sample files
- Local Authority requirements
Please let us know before your Bromcom Finance go-live date.
Bromcom Finance offers multiple export formats across its reporting suite, helping
you produce files that meet your Local Authority’s requirements.
Bromcom supports a wide range of standard BACS configurations.
If your school uses a non-standard BACS format, or if you’re unsure which
configuration you require, please inform the Finance team as early as possible so we
can ensure the correct setup is in place before go-live.
For answers to common questions about moving to Bromcom Finance during
the financial year, please visit:
FAQs for Transferring to Bromcom Finance Mid Financial Year
– Bromcom Documentation Centre
FAQ’s For Transferring to Bromcom Finance Mid Financial Year – Bromcom –
Documentation Centre
Our Finance, Onboarding and Customer Success teams are here to support you
throughout your implementation journey.
If you have any questions at any stage, please don’t hesitate to get in touch with your
Project Manager or Finance Customer Success Manager.