SDS Annual User Conference Webinar

The LIVE Annual User Conference WEBINAR will take place from 9:00 - 3:00 CT on Friday September 27th. This conference is perfect for new and experienced SDS users. With this conference you will be trained by two expert trainers, receive a conference manual, ability to ask questions and recordings of the webinar for future viewing through SDS University. This conference requires no travel, jump on the conference at anytime, leave at anytime, knowing it will be recorded and posted on this site for your future viewing to watch at your own pace.

Please check out the high level agenda below, for the detail agenda please click on the agenda in the below section.

Navigating NEW SDS Website

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


  • 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


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 - TRS
  • 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


  • 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

Course Curriculum

  Welcome to SDS's Live Annual User Conference Webinar
Available in days
days after you enroll
  Live Annual User Conference Webinar Manual
Available in days
days after you enroll
  Live Webinar Recordings - POSTED FOR VIEWING
Available in days
days after you enroll

Frequently Asked Questions

How long do I have access to the webinar recording?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.

We look forward to seeing you in the annual user conference webinar. We are here to serve you, if you have any questions please contact us at 800-323-1605.

Get started now!