eFinancePlus Payroll & Accounting Roundtable

This meeting is for eFP Payroll & Accounting users. We will use this time to discuss any issues you maybe experiencing as well as cover some topics we feel need further clarification. Here is the agenda:

1) Welcome

2) Self Service and password expirations

3) W2 and 1099 Recap

       a) Issues and Concerns

       b) Setting up Local Tax codes for 2018

4) Monthly Balancing in Fund Accounting

5) EMIS Submissions

6) Purchase Orders

       a) Closing POs

       b) Change Orders

7) Fund to Fund Transfer

       a) Creating a Do To/Do From blancing account

8) Upcoming Trainings

       a) Spring user group meeting

       b) Training Needs

       c) Training brochure

9) 5.2 Upgrade

10) Questions/Concerns

Open Discussion and Wrap-Up


To join the webex, click join the meeting


eFP Roundtable

Friday, February 2, 2018

9:00 am  |  Eastern Standard Time (New York, GMT-05:00)  |  3 hrs

Friday, February 2, 2018 - 9:00am to 12:00pm
Room B
Fiscal Services
Event Type: 
Additional Materials: 
File Change Orders.docx265.46 KB
File Closing Purchase Orders.docx143.88 KB