Organisation Settings

This area allows the user to change how certain information is displayed and prompts certain features to be available.

Organisation details 

Name - this will display the school name. 
Address - school address can be added. 
School no. - A school number can be entered if required.
Period - The current period
PO prefix - default setting will be PO. This can be changed and will show on purchase orders before the system generated order number.
PO prefix 2 - this setting is not in use.
Menu name - 
Financial year - entered as 4 numbers eg. 2526.
LA no and School est no. - These form the school DFE number and are not editable by users. Should these be incorrect for any reason contact your usual support partner.
Phone - enter school telephone number.
Fax - enter school fax number.
Contact 1 + Contact 2 - Names of school contacts can be added.
Email - enter the main school email address for correspondence.
VAT - school VAT number can be added here

LA details & BACS settings

LA - enter the name of local authority
LA Address - enter the local authority address
LA reports - choose relevant local authority from the drop down. If local authority is not shown it can be left on 'None'. This setting will activate the custom report tab in Reporting if applicable to your LA. 
If your LA uses a rec file it will also activate the 'LA Reconciliation Files' tab in System. It will also make the Budgeting tab and External connections tab available within 24 hours to enable set up for sync with Arbor MIS.
BACS Email - if sending the BACS payment pending report directly from the system and want to CC a copy to another member of staff. Enter their email here.
LA service code - enter relevant code here if applicable.
Location code/LA cost centre - enter relevant information here if applicable.
Payment settings - can make BACS the preferred payment method by ticking the box.
BACS Remittance advice format - choice of original or revised. Original keeps the supplier name and address in line with the school details on the remittance. Revised moves the supplier name and address lower than the school details on the remittance. 

Remittance settings

Remittance Email - when sending remittances to suppliers by email you can CC a copy of the remittances to a member of staff by entering their email here.
Remittance File Format - choose from TXT file or PDF.

Purchase order settings

Purchase order style - choose the relevant style from the drop down. Default style is 'Order School Logo' For a PDF version of each order style check the help enter article Order Forms in Arbor Finance.
PO Email - when sending purchase orders to suppliers by email you can CC a copy to a member of staff by entering their email here.
Include Email/Fax - can choose to display both the school email and fax number on purchase orders or just email address.

Sales invoice settings

Footer note - enter test to display on the footer of sales invoices.
Receipt style - currently only default setting available.
Invoice number prefix - enter a prefix to display before the system generated invoice number.
Credit note number prefix - enter a prefix to display before the system generated credit note number.
Sales invoice style - currently only default setting available.
Payment term - enter the relevant payment term.
VAT registration no - enter the school VAT number.
SI Email - when sending sales invoices to customers by email you can CC a copy to a member of staff by entering their email here.

Branding

This area allows you to upload a logo to Arbor Finance which will display on reports, purchase orders and sales invoices. Suggested image dimension is 170 x 50px. Max file size is 100kb. Once a logo is uploaded you can choose the option of Arbor Finance logo, School logo or no logo.