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Finance Services

Timetables

Month end close down

Financial transactions are recorded on the main finance system Aptos against  a specific month (or period). At the end of each month we operate a structured month end timetable. This is for the following reasons:

  1. For budgetary control purposes, users need to know when data is complete for a period and reports can be run which will not be subject to later amendments.
  2. For VAT purposes, it is vital that there are no late amendments after the VAT return has been prepared.
  3. For financial accounting purposes, the preparation of timely monthly cash flow monitoring and other financial reports relies on a defined cut-off date.

The relevant dates for each month are set out in the 2011/12 APTOS month end close down timetable below:

Month endMain closedown of period at 17.30 (all ledgers closed except to central Finance)
End of 7th working day
Period fully closed at 17.30 to all except exceptional back posting
End of 8th working day
Jan 2012 Thu 9 February Fri 10 February
Feb 2012 Fri 9 March Mon 12 March
Mar 2012 Thurs 12 April Fri 13 April
Apr 2012 Thurs 10 May Fri 11 May
May 2012 Wed 13 June Thurs 14 June
June 2012 Tues 10 July Wed 11 July
July 2012 Covered by year end timetable

In year financial monitoring and forecasting

Budgets are prepared each year and approved by Council. Monitoring then takes place through the year of actual transactions compared to budget and a revised forecast outturn for the year is prepared and reported to VCEG and to Council.

A timetable for monthly monitoring, forecasting and reporting is set out for:

  • Colleges (still to be provided)
  • Professional Services (still to be provided)

Year end close down

The University’s financial year end is 31 July. The University’s financial statements must be prepared, audited and approved by Council in time for submission to HEFCE by the end of November.

In order to ensure the financial statements are delivered on time a detailed timetable is prepared. Colleges and Services must ensure that they adhere to the timetable and associated procedures:

  • 2012 Year End Summary Timetable
  • 2012 Year End Detailed Timetable
  • 2012 Year End Presentation
  • CD1-2012-A Creditors
  • CD1-2012-B Prepayments
  • CD2-2012-A Debtors
  • CD2-2012-B Income in Advance
  • CD1-2012-C

 

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