Financial procedures manuals: examples

Take a look at examples of financial procedures manuals from a range of schools and a local authority.

Last reviewed on 11 February 2022
School types: All · School phases: All
Ref: 3442
  1. See examples from schools 
  2. Download a local authority example

See examples from schools 

London Fields Primary School in Hackney has a financial procedures manual with sections on:

  • Ordering and purchasing
  • Income and collection
  • Asset management
  • School bank accounts

Sir Thomas Rich's School in Gloucester publishes a financial policy and procedures manual. The policy covers:

  • Roles and responsibilities
  • Internal financial controls
  • Budgeting and financial planning
  • Accounting routines

Beatrice Tate School is a special school in Tower Hamlets. Its code of practice for financial management covers areas including:

  • Budget preparation and monitoring
  • Delegation of financial functions
  • Accountability
  • Using school credit cards

It also lists by name the members of school staff who are authorised to approve online bank payments.

Download a local authority example

Enfield Council has a finance manual for its schools.The manual sets out how school financial procedures should provide:

  • Probity and stewardship
  • Value for money
  • Accountability
  • Protection for everyone involved in finance
  • Clarity in the expectations of schools