Fiscal Services

Subscribe to RSS - Fiscal Services

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.

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.

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

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.

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.

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. The agenda will be set closer to the meeting date.

To join in, click here.

9:00 am  |  Eastern Daylight Time (New York, GMT-04:00)  |  3 hrs
Meeting number (access code): 736 758 582
Meeting password: efp0418

Join by phone
+1-415-655-0002

USPS Roundtable

This meeting is for USPS 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.

 

To join the webex, click join the meeting

USPS Roundtable

Friday, April 13, 2018

USPS Roundtable

This meeting is for USPS 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) DEDTOT vs. DEDRPT

       a) DEDTOT

       b) DEDRPT

3) Stop Dates

       a) Where to update

       b) Importance

USPS FYE Meeting

The USPS 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.

 

To join the webex, click here.

9:00 am  |  Eastern Daylight Time (New York, GMT-04:00)  |  3 hrs
Meeting number (access code): 734 669 280
Meeting password: bFybdRbM

USAS Roundtable

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

To join the meeting: click here.

1:00 pm  |  Eastern Daylight Time (New York, GMT-04:00)  |  2 hrs
Meeting number (access code): 736 158 451
Meeting password: usas2018

Join by phone
+1-415-655-0002

Pages