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 23 April 2024
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  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 (under 'finance policies') 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

Royal Free Hospital Children's School is a special school in Camden. Its financial procedures manual includes sections on:

  • Budget setting process
  • Ordering and receipt of goods
  • Petty cash
  • Data security

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

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