Webinar Agenda

AGENDA

Below will give you a brief overview of what we will be covering in more detail. The agenda will change due to state, new enhancements or hot topics as well.

Navigating NEW SDS Website

  • Resources Online
  • Help Counsel
  • Support (Submitting an X-Connect)

Services

  • Online Courses
  • Course Packages
  • Crystal Report Training
  • System Training
  • Order Checks and/or Envelopes
  • New User Boot Camp
  • Touch Base Tuesday
  • Register for Bi-Monthly Live Webinars
  • View Previous Agendas and Listen to the Recordings

Menu Selections

  • Menu Left, Top and Folders
  • Remembering the User ID
  • Remember Last Selected

Approval Process

  • Setting up Approvers
  • Accounts Payable
  • Purchase Order Request
  • Attendance (Sick, PL, Vac)Expense Reimbursement

GASB 84

Green Accounting

  • Accounts Payable
  • Accounts Receivable
  • Cash Receipts
  • Journal Entries
  • Time Cards
  • Vendor Documents
  • Employee Documents

Accounts Payable

  • Fixed Asset
  • Other Fields
  • P Cards
  • Re-Classification

State Reports

  • Illinois
  • Michigan
  • Colorado

Customizable Reports

  • Preset Reports

Financial Month and Auditor Control

  • Soft and Audit Data Entry Control Setting
  • Change Activity Entry Dates
  • Un-Lock Permanent Entries

Re-Classification

  • Cash Receipts
  • Accounts Payable

Teachers Retirement System (IL)

Control Center

  • System Adjustments
  • Change Month/Year Flag
  • Combine Customers/Vendors
  • Combine Employees

Tips and Tricks

  • Preset Payroll Reports
  • Master Code Field Definition
  • System Adjustments

2020 Enhancements

  • Horizontal Screen
  • Payroll Liability or Expense Clearing Account

Complete and Continue