Category: Monthly Updates – Fiscal Services

Cognos In-District Training NEOnet is now offering In-District Training to whoever would like our Cognos training available in their district. If you would like training in Cognos for yourself or your staff then you can reach out to us and we will drive to your district on an agreed-upon day where we can go over

Quarterly Treasurer Meeting Update As NEOnet continues to evolve and improve our processes, we are excited to announce a change to our upcoming Quarterly Treasurer Meetings designed to provide more focused and relevant content for each group. New Meeting Schedule: State Software Treasurers: Lunch & Guest Speaker: eFP Treasurers: This change will allow us to

Best Practices for Direct Deposit & ACH Changes I How can you protect yourself?  NEOnet, along with its member districts, have come up with best practices to help reduce and eliminate fraud.  Important Updates on Web-GAAP Functionality New URL for Web-GAAP: Report Generation: Report Formatting: eFP Highlights of the Updates and Resolved Issues from the

New Feature: Naming Pay Groups in the Reference Table Exciting Update: You Can Now Name Your Pay Groups! Where to Find This Feature: How to Name Pay Group Titles: Enhanced Payroll Setup: This improvement aims to make your payroll management more intuitive and efficient. Start naming your pay groups today and experience the difference! State

Preparing for the New Fiscal Year in PowerSchool ERP: Key Steps to take prior to July 1, 2024 As the new fiscal year approaches, follow these steps prior to July 1st to prepare for moving to the new fiscal year.  1. Run the Requisition Report 2. Review and Close Open POs 3. Check Balances and

eFP Changes to Automated Payroll Interface In the April release, PowerSchool introduced a change in functionality to the Automated Payroll Interface that we thought you should know about, as it could potentially impact how you handle the Automated Payroll Interface. Please take a moment to review the release below: EFIN-114174 Automated Payroll Interface restricts editing

eFinancePlus:  23.10 PowerSchool ERP Upgrade Features/Enhancements Upgrade Schedule 4/10/2024 Euclid City SD (043950) 4/10/2024 Summit Academy Management (014992) 4/22/2024 Stow-Munroe Falls City SD (044834) 4/29/2024 Medina City SD (044388) 5/6/2024 Lake Center Christian School (064915) 5/6/2024 Mentor Exempted Village SD (045492) 5/6/2024 Metro Regional Service Council – NEOnet (011922) 5/6/2024 Shaker Heights City SD (044750)

eFinancePlus:  Adding Favorites to Your Dashboard To get started, follow these simple steps: Step One: Creating a Panel Navigate to your dashboard and click on “Add a New Panel.” When the “Add Panel to Dashboard” screen appears, select “Create New Favorite Group” from the drop-down menu. Step Two: Naming Your Favorite Group Choose a name

Payroll Important Dates: Don’t forget! The deadline to File 23Q4 941 Form is January 31, 2024 The deadline to complete the 4th Quarter/Annual Reconciliation for Ohio Withholding on Ohio Business Gateway is January 31, 2024. The deadline to complete an Annual Reconciliation for Ohio School District Income Tax on Ohio Business Gateway is January 31,