In this guide, we show How to Complete a CFR Return within the Finance Module.
Access: The minimum permissions required to Complete a CFR Return are found in the Finance Module section of Config > Setup > Roles & Permissions.
Related Guide:
To begin, go to Modules > Finance > Finance Home Page > Routines > CFR Returns.
Preliminary CFR Return
A Preliminary CFR Return should be run in preparation for running a Final CFR Return. A Preliminary CFR Return can be run at any point in the Financial Year to clear any Errors and Queries in preparation for a Final CFR Return once the Financial Year has been closed.
Select Preliminary CFR return from the options along the top.
Complete the parameters as appropriate. Make sure the correct year is selected. Then select Save and Continue.
A list of Errors and Queries is displayed. Deal with each of these, as required. Then regenerate the file.
After the Errors and Queries have been resolved, the Tabs on the left-hand side can be reviewed in turn.
Having resolved the Errors and Queries, and having reviewed the Tabs on the left-hand side, the next stage can be completed once a Preliminary or Final Close of the Financial Year has been done.
Final CFR Return
Note: Only one Final CFR Return can be produced for each Financial Year. If it remains Unauthorised, it can be regenerated. Once it is Authorised, no further changes can be made to it.
Select Final CFR return from the options along the top.
It will not be possible to run a Final CFR Return if the button is greyed out. A Final CFR Return can only be run once a Preliminary or Final Close of the Financial Year has been done.
Complete the parameters as appropriate. Make sure the correct year is selected. Then select Save and Continue.
Click Cancel to return to the overview page.
From here you can see the Final CFR Return ready to Authorise.
The Final CFR Return can be Authorised from the options on the right-hand side.
It is then possible to see the authorisation confirmation of the Final CFR Return.
The Final CFR Return can be Downloaded from the options on the right-hand side in order to submit the Return.
The Final CFR Return can be Previewed or Exported.
CFR Framework Updates
Bromcom regularly updates the Finance Module to meet with changes outlined by the DfE as published here: https://www.gov.uk/guidance/consistent-financial-reporting-framework-cfr