Fiscal Software Migration Progress

Congratulations to Kent City Schools for going Live on USXS-R (Redesign) this month!  Kent is also NEOnet’s first district to migrate the Accounts Receivable Module (formerly ARF) from Classic software. Maple Heights is currently in the process of migrating to Redesign and Medina City Schools is migrating to eFinancePlus. Our next Redesign round begins in April and includes Buckeye & Twinsburg.

Five Year Forecast Reminder

The “Required Spring Update” for Five Year Forecast window opens on April 1. If you would like NEOnet to submit your forecast and notes on your behalf, please email us at fiscalhelp[at]neonet[dot]org.

eFinancePLUS Treasurer’s Roundtable Recap

We’d like to thank everyone who attended our first eFP Treasurer’s Roundtable last month. We had a great turnout with a very productive conversation. Discussions included best practices for month-end balancing, shared Cognos reports and training suggestions. The group felt this time was very helpful and would like to continue to have roundtables throughout the year. The next one is scheduled for April 29th at 9:00 a.m.

eFinancePlus Budget Prep Training

On March 24 at 9:00 am (via Zoom), there will be a Budget Prep Training for our eFP Fund Accounting users. This training is designed to assist in setting up budgets and ledgers for the new fiscal year. Topics include:

  • Account Clean up
  • Budget Prep profile and extraction
  • Organization Chart
  • Add ledgers
  • Loading Spreadsheets
  • Loading budgets into Budget Prep

To sign up for this training, please visit https://portal.neonet.org/content/efp-budget-prep-training-fy22

Redesign Office Hours

The fiscal team has been offering a bi-weekly "office hour" meeting  for Redesign districts. This hour-long informal meeting gives users the opportunity to ask the team and other redesign users questions regarding processes, reports and best practices. The meeting is held via Zoom from 9:30 - 10:30. The dates for March and April are: March 24, April 7, April 21. More dates and Zoom information are on our website at https://portal.neonet.org/content/fiscal-services.  

Redesign Treasurer Training

On March 26 at 9:00 a.m. (via Zoom), there will be a Reports training for our treasurers/assistant treasurers on Redesign. The training will focus on reports that are specific to treasurers' needs and the Five-Year Forecast.The link to sign up is https://portal.neonet.org/content/redesign-treasurers-training.

Upcoming Trainings - All Meetings/Trainings will be presented via Zoom only

March 18   Fiscal Open Lab - call to schedule a time
March 23   Fiscal Open Lab - call to schedule a time
March 24 9:00 - 11:00 eFinancePlus Budget Prep Training for FY22
March 24 9:30 - 10:30 Redesign Office Hour
March 26 9:00 - 12:00 Redesign Treasurer's Training
March 30 1:00 - 3:00 eFP Payroll Roundtable
April 7 9:30 - 10:30 Redesign Office Hour
April 14   Fiscal Open Lab - call to schedule a time
April 21 9:30 - 10:30 Redesign Office Hour
April 21 12:00 - 2:00 Treasurer's Operating Committee
April 27   Fiscal Open Lab - call to schedule a time
April 29 9:00 - 11:00 eFP Treasurer's Roundtable

 

March
2021
Fiscal Update