Financial systems - APTOS

What is APTOS?

APTOS is the School's accounting system. Basically it records and processes all of the School's income, expenditure, assets and liabilities. It is written by a company called BPlan-UK who are based in Basingstoke.
The UNITe Excel add-in allows budget holders to access budgetary information via a spreadsheet.

Who needs access to APTOS?

There are two types of access to APTOS:

Firstly, there is access for the staff that need to process transactions into the system. These staff will be within Finance, the Research and Contracts Office or one of the devolved areas that raise their own sales invoices.

Secondly, in the majority of cases, there are the staff that have financial responsibilities within the School (budget/grant holders and controllers). These staff need to run reports to be able to monitor their budgets/grants. The reports are run in a user friendly template from within Excel and the staff do not need to access APTOS directly for routine information.

How do I get access?

If you are already a Statements4 user, USER IDs can be issued on receipt of a written request (an email is sufficient) sent to Aptos@lse.ac.uk. If not, please see Management Accounting forms and procedures. You can also submit your request online: http://www.lse.ac.uk/collections/financeDivision/APTOS_access_request.htm

How do I get my computer set up to run the APTOS reports?

This is dealt with by your IT Cluster Support Team. Alternatively, you can refer them to the following link: https://lfylive.lse.ac.uk/lfy/tc/enquiries/enquiry.html?a=2&c=20161

How do I get budget report training on APTOS?

Courses are run regularly from and are publicised by Staff Training and Development. Also, please see the NEWS section on Statements4 report.

How do I raise queries about what is on my reports?

Account code queries should be addressed to:

Useful documents and links

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