Fiscal Services

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eFP Fiscal Year End Roundtable

This roundtable is for helping eFinancePlus users with any issues or questions they may have at the end of the fiscal year. 

 

Webex information:

eFP Fiscal Year End Roundtable

Thursday, June 13, 2019

9:00 am  |  Eastern Daylight Time (New York, GMT-04:00)  |  2 hrs

 

eFP Payroll & Accounting Roundtable

This roundtable is for eFinancePlus payroll and accounting staff to learn new topics and go over anything that the districts are having issues with. 

 

Webex information: 

eFP Roundtable

Thursday, February 21, 2019

9:00 am  |  Eastern Standard Time (New York, GMT-05:00)  |  2 hrs

STRSAD Work Session

We will be helping you run and understand the STRSAD reports as well as how to fix errors that may occur.

STRSAD Work Session

We will be helping you run and understand the STRSAD reports as well as how to fix errors that may occur. 

Intermediate Excel Training Part 2

In the second session of intermediate Excel training, attendees will learn basics on conditional formatting, pivot tables and macros. Other topics that will be covered as converting text to columns and duplicate removals.

Intermediate Excel Training Part 1

The first session of intermediate Excel training will include an overview on more advanced formulas, such as VLOOKUP and HLOOKUP, linking spreadsheets and using absolute values.

Basic Excel Training Part 2

In the second session of Excel Beginner training, attendees will receive an introduction to some widely-used formulas, including COUNT, CONCATENATE, IF AND PMT. Attendees will also learn additional data tools, such as sorting and filtering, as well as basics on charts and graphs.

Basic Excel Training Part 1

This training session will provide attendees with the basics of Excel use. Discussion topics will include cell and worksheet formatting, formula and function basics, copy and paste features, print setup and user views.

eFP - Monthly Balancing

This session is for eFinancePlus users that are interested in learning how to complete monthly balancing. 

eFP - 5 Year Forecast Submission/SM2 Reporting

This training is for eFinancePlus users interested in learning how to setup the tables for use with the 5 year Forecasts and SM2 Report.

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