Training & development
We run regular training sessions to explain our rules and processes.
The current training sessions are listed below.
You can also watch some short guidance videos for an overview of five important topics:
Year-end 2023-24
Budget management
Homes and offices
Being an MP's office manager
Managing payroll
Year-end 2023-24
Each year IPSA and MPs must complete a year-end process to ensure costs for goods and services are allocated to the correct financial year before we publish our final accounts.
We are keen to help you through the year-end process.
Our MP Services team will run through the timeline and how to manage the year-end process including completing claims, reconciling your payment card, and filling out the Year-end Form.
The two-hour webinar takes place on 12 March 2024 at 1400.
Register to attend the Year-end webinar.
Introduction to IPSA Online
Our IPSA Online training is designed to give MPs and staff confidence in using our finance and payroll system.
If you are an experienced proxy or work for a returned MP, please be aware these sessions are designed to help those unfamiliar with the system.
We offer two training options for proxy and non-proxy staff. The proxy training will cover all aspects of IPSA Online as below and the non-proxy staff training will be a shorter session covering the basic elements that all staff need to know.
Please choose the appropriate Eventbrite link below:
The two-hour Proxy workshops include the following:
introduction to IPSA Online
business costs
payroll
task manager
MP dashboard
getting help
Training for non-Proxies has a reduced 45-minute agenda.
Please check the Eventbrite calendar for the list of bookable dates.
Register for the IPSA Online webinar – Proxy
Register for the IPSA Online webinar – non-Proxy
Watch the webinars
You can also watch a recorded version of the webinars – as well as by section – by visiting::
Managing your business costs – claims and budgeting
An IPSA Account Manager will explain some additional features of IPSA Online that are not covered in the "Introduction to IPSA Online" session, and how these features can be used to manage your claims and total spending effectively.
It will also include some additional tips to make it easier to manage your budgets.
This will include:
how to run and understand the new "Business Costs Breakdown" report
how to run and understand the "Breakdown by Expense type" report
how to run the claim and payment reports
how to use the Analyzer tool
techniques you can use to budget and manage your claims
This webinar will be around one hour long, with an opportunity to ask questions at the end.
Date and time: These webinars are held monthly at various times throughout the year.
Please check the Eventbrite calendar for the list of bookable dates.
Register for the business costs webinar.
Watch the webinars
You can also watch a recorded version of the webinars by visiting:
Managing your properties – the IPSA property lifecycle
Join us for a workshop session with two Account Managers who will take you through managing MPs' offices and accommodation with IPSA.
We'll cover things to consider while looking for a property, registering the property with IPSA, making changes throughout the tenancy, and leaving the property.
By the end of the workshop, you will be able to fully use the support IPSA provides before, during, and after your tenancy.
You'll also be able to confidently submit Property Registration and Amendment Forms, and provide the correct evidence.
Date and time: These webinars are held monthly at various times throughout the year.
Please check the Eventbrite calendar for the list of bookable dates.
Register for the Managing your properties webinar.
Watch the webinars
You can also watch a recorded full version of the webinars – as well as by section – by visiting:
Monies owed webinar
There are many valid reasons why money may be owed. This session will look at how to recognise monies owed on IPSA Online, the methods of repaying money and importantly how to avoid owing money to IPSA.
The session will help you understand how debt can arise and the options available to clear it.
Date and time: These webinars are held every two months at various times throughout the year.
Please check the Eventbrite calendar for the list of bookable dates.
Register for the Monies owed webinar.
Watch the webinars
You can also watch a recorded full version of the webinars – as well as by section – by visiting:
Payment Card Policy webinar
An IPSA Account Manager will provide an overview of the IPSA Payment Card and how to complete the reconciliation process using IPSA Online ahead of the monthly deadline (the eighth of every month).
The webinar lasts between 30 and 45 minutes and there will be opportunities to ask questions throughout.
Please check the Eventbrite calendar for the full list of bookable dates.
Register for the Payment Card Policy webinar.
Watch the webinars
You can also watch a recorded full version of the webinars – as well as by section – by visiting:
Publication webinar
The Publication webinar will provide insight into the publication process including annual publication.
The recording covers why we publish data, what data is published, how to check your data, and the action you may need to take.
Watch the webinars
You can also watch a recorded full version of the webinars – as well as by section – by visiting:
Returned claims webinar
When you claim IPSA Online, they can sometimes be returned to you as there is an issue with the claim that needs to be corrected.
There are many reasons why a claim will be returned to the originator such as no evidence attached, or an incorrect business cost code.
This webinar will explain all the reasons, and show you how to make corrections and resubmit claims for approval.
It is an interactive session so you can ask questions in a group environment.
Date and time: These webinars are held every two months at various times throughout the year.
Please check the Eventbrite calendar for the list of bookable dates.
Register for the Returned claims webinar.
Staffing budget webinar
During this session, a member of the Payroll team will explain the Staffing Budget Report. The session will cover:
how to run and view the Staffing Budget Report
how to understand the Staffing Budget Report
how to make amendments to the Staffing Budget Report
how to view business costs against the Staffing budget
year-end forms (included towards the end of the financial year)
Date and time: These webinars are held monthly at various times throughout the year.
Please check the Eventbrite calendar for the list of bookable dates.
Register for the Staffing budget webinar.
If you have feedback or suggestions regarding training, please email communications@theipsa.org.uk.