Fiscal Services

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eFP Requisition Training (Refresher)

 This training is for users of eFinancePLUS.  The training session will teach users to add a requisition into eFinancePLUS.  Users will also be shown how to copy requisitions, add attachments and the approval/workflow process, if applicable.

Fiscal Open Lab

The Fiscal Open Lab is for State Software and eFP users. Please include in the comments the topic you would like to cover and the approximate time you will be arriving. This will ensure we have the proper staff available to assist you.

eFP Payroll & Accounting FYE Meeting

The eFP Payroll & Accounting FYE Meeting will be used to discuss the closing processes defined by PowerSchool. The agenda will be set closer to the meeting date.

Friday, June 8, 2018
9:00 am  |  Eastern Daylight Time (New York, GMT-04:00)  |  3 hrs
Meeting number (access code): 731 112 800
Meeting password: abc123

Join by phone
+1-415-655-0002

USAS FYE MEETING

The USAS FYE Meeting will be used to discuss the closing processes and changes made by SSDT. The agenda will be set closer to the meeting date.

Friday, June 1, 2018
1:00 pm  |  Eastern Daylight Time (New York, GMT-04:00)  |  3 hrs
Meeting number (access code): 736 594 069
Meeting password: abc123

Join by phone
+1-415-655-0002

eFP Budget Prep Training

This training is for users of eFinancePLUS .  The session will assist in setting up a fiscal year budget. Budget Prep allows for flexibility to accommodate for the differences between districts along with streamlining budgeting processes to increase efficiency.

STRSAD Training

This is a training for State Software users. This session will focus on the STRSAD program, Errors/Warnings, and NONADV, STRSAD.rpt, STRSAD.txt reports.

USPS Quarter Balancing

This is a training for State Software users. Participants will learn how to balance their quarter each pay/month, balancing FYTD – QRTRPT, ERNREG – QRTRPT, and CY – QRTRPT. Plan on attending all day. We will use the morning to review all reports and spreadsheets that will be used for the balancing process. The afternoon will allow you to go through and complete your quarter balancing and asking any questions regarding your particular issues.

USAS Roundtable

This meeting is for USAS users. We will use this time to discuss any issues you maybe experiencing as well as cover some topics we feel need further clarification. The agenda will be set closer to the meeting date.

Friday, February 9, 2018
1:00 pm  |  Eastern Standard Time (New York, GMT-05:00)  |  2 hrs
Meeting number (access code): 731 622 178
Meeting password: abc123

Join by phone
+1-415-655-0002 US Toll
 

Fiscal Open Lab

The Fiscal Open Lab is for State Software and eFP users. Please include in the comments the topic you would like to cover and the approximate time you will be arriving. This will ensure we have the proper staff available to assist you.

eFP Basic Cognos Training

This training is for users of eFinancePLUS. Users will shown how to view reports, create basic queries and develop their own reports using their Live data in eFinancePLUS.

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