Resources
Including resources for business managers and administrators
Downloadable version of the Finance Manual
The Finance Manual – Financial Management for Schools is a complete version of all digital content contained in the Policy and Guidance tabs of this topic. Whilst this version has been made available temporarily for your convenience, to ensure you are accessing the most up-to-date information, please refer to the digital version of this information in the Policy and Guidance.
Banking
- School Banking (staff login – this site includes the following resources:
- HYIA Amendment of Signatories
- HYIA Funds Transfer
- Intellilink Quick Guide
- Maintaining a School Purchasing Card Facility
- Merchant Facility
- Online Banking
- Westpac Contacts and FAQ’s
- Ministerial guidelines and directions
- Schools purchasing card guidelines and procedures
- Undertaking by the cardholder
CASES21
- A guide to budget management in Victorian government schools
- A guide to budget management in Victorian government schools
- Annual master budget summary with monthly cashflow template
- Cash budget spreadsheet user guide
- Asset status change request form
- Budget submission proforma
- Financial commitment summary guidelines
- Operating statement – a practical example and explanation
- Operating a practical example and explanation
- The balance a practical example and explanation
- The balance a practical example and explanation
- Tracked balance monthly version
- Tracking subprogram balances
- Tracking subprogram balances
General
- Accounting concepts for CASES21 finance
- Cash handling best practice controls
- Cash handling authorised form fundraising collection
- Cash handling authorised form sale of items
- Cash handling authorised form ticket sales not at office
- Chart of accounts for Victorian government schools
- Chart of accounts for Victorian government schools
- Financial handover statement
- Financial reporting for schools
- Financial reporting for schools
- Guide to school council and finance motions
- GST and FBT information (staff login
- GST calculator
- Journal generator
- myGovID
- Reimbursement request form
- School activities reconciliation
- School activities costing
- School certification checklist (staff login
- School electronic funds management guidelines
- School cash reserve benchmark policy and guidelines
- Segregation of cash checklist
- Trading profit and loss (examples and
Processing guides
- CASES21 Finance business process guides (staff login – refer here for all guides as follows:
- Section 01 – Families
- Section 02 – Sundry Debtors
- Section 03 – Creditors
- Section 04 – Assets
- Section 05 – General Ledger
- Section 06 – Budgets
- Section 08 – End of Period
- Section 10 – Balance Day Adjustments
- Section 11 – End of Year
- Section 12 – Batches
- Section 13 – Handy Hints and Useful Websites
- Section 14 – Calendar
- Section 15 – Purchase Requisitions
School finance policies and templates
In addition to following the department’s Finance Manual schools must develop and maintain the following local school finance policies. Templates for all policies are available on the School Policy Templates Portal (staff login for schools to customise to suit their local arrangements:
- Cash handling – policy (in portal – staff login required)
- Electronic funds management – policy (in portal – staff login required)
- Petty cash – template (in portal – staff login required)
- School purchasing card – template (in portal – staff login required)
Schools support
- eCases (staff login – web app for school staff to access CASES21
- CASES21 Portal (staff login – user guides, useful links, troubleshooting recordings and data request form
- CASES21 – financial training
- DE Services Portal (staff login – raise a ticket for CASES21 IT support
- Financial support and strategic management for schools (staff login
- For all School Purchasing Card enquiries – schools.finance.support@education.vic.gov.au
- For all Schools Certification Checklist enquiries – schools.certification@education.vic.gov.au
- For all Westpac general enquires – vicggovernmentservice@westpac.com.au
- For all Schools Financial Management enquiries – schools.finance.support@education.vic.gov.au
- For all Taxation enquiries – tax@education.vic.gov.au
- Tax resources (staff login
- For all Insurance enquiries – insurance.enquiries@education.vic.gov.au
- Professional development in financial management (staff login
- Schools targeted funding portal (staff login
- For all Schools Targeted Funding Governance enquiries – schools.targeted.funding.governance@education.vic.gov.au
- The School Administration Support Hub (staff login required) is a centralised support service for small schools with up to 200 students enrolled. SASH provides support with financial and payroll administration processes to reduce administrative workload for small school principals
Resources page containing supporting resources and links for this topic, including the CASES21 Finance Business Process Guides and other resources and induction materials for Business Managers
Reviewed 05 August 2025