
Lynn Mitchell
Articles
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Migrating to Arbor Finance
You will need to send us a copy of the Arbor Finance file on your booked migration date. If you are ensure of this date please contact the Onboarding Team at afmigration@arbor-education.com.Remembe...
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Arbor Finance Migration Preparation Checklist
To prepare for migration there are some steps you should consider completing. For your information, Arbor Finance will migrate closing balances for a given period/month. You will be instructed on ...
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Recommended Training for Schools
Working within Training Centre, Arbor Finance personal training suite and with our dedicated trainer, via Zoom School training is split into 4 learning pathways. The training is suitable for all me...
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Arbor Finance Onboarding Weeks 1 to 5
Welcome to Arbor! Congratulations on choosing Arbor as your new Finance system and welcome to the Arbor community of schools! We're excited to get started with your move to Arbor Finance and ho...
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How can I report migration issues?
If you've recently moved to Arbor Finance and you've found that some data you expected is missing or doesn't match the data you had asked us to migrate, you'll need to check in Arbor Finance where ...
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Introduction to managing user access to the Arbor Finance Platform (via RM Unify)
This guide will give you an introduction to managing user access to the Arbor Finance platform (via RM Unify), user access, and user permissions. Our Learning Centre will have all the functional de...
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Arbor Finance Migration Preparation Checklist
To prepare for migration there are some steps you should consider completing. For your information, Arbor Finance will migrate closing balances for a given period/month. We will instruct you on h...
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Secure Upload Portal FAQ - Arbor Finance Onboarding
This guidance is for Arbor Finance schools migrating to Arbor Finance, supported by a partner/local authority team. Schools supported directly by Arbor Finance will receive instructions via the Onb...
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Arbor Finance Partner Accreditation
This article is for LA and Partners going through the Arbor Finance Partner Accreditation Process As part of the Arbor Finance Accreditation you will join self paced Journey - for a Partner Organ...
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Arbor Finance Onboarding Weeks 6 to 8
Its time you check out your new Arbor Finance System! The moment you've been waiting for has arrived! Your new Arbor Finance system is now ready for you to use. I hope you're as excited as we are...