Fiscal Services

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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. Here is the agenda:

1) Welcome

2) Reconciliation

       a) AUTOREC

       b) PAYREC

3) Clean Up

       a) Open Requisitions

       b) Purchase Orders

4) Future PO reports and posting

5) VERINV

       a) Reopening a Closed PO

6) Veteran Advice

7) Miscellaneous

       a) Training Brochure

       b) 1099 Update

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.

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:

1) Welcome

2) Disbursement Funds

a)How to Setup

b)Importance of the Setup

3) Vendor Checks Override Warning

a)Checks currently printing or processing incomplete from prior check run.

4) Batch Receipts

5) Donated Sick Leave

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