Agenda: Quarter Balancing Accrued Wages for Retirement Systems OH STRS Annual Member Contribution EMIS Period L Staff Reporting Update HRM Profile Post future and effective date changes Run GAAP reports Update New Year Rates Attendance Rollover Update EMIS Profile The goal of HRM fiscal year-end training is to ensure that all staff members involved in
Agenda: Budget Prep Closing POs Batches Fixed Assets Liabilities Ledgers Update Profile Roll Encumbrances The goal of fiscal year-end training is to ensure that all staff members involved in financial reporting and accounting are aware of the processes and procedures for fiscal year end accounting and reporting.
eFinancePlus (eFP) EMIS training
We will have a Q&A session to address any general questions on eFP Fund Accounting Calendar Year End.
We will have a Q&A session to address any general questions on Payroll/HRM Calendar Year End.
This roundtable will invite the eFP treasurer’s to meet and discuss eFinancePlus, including topics we’ve had brought to our attention such as balancing, new modules and general district eFP uses. Topic: August eFP Treasurer’s Roundtable Time: Aug 26, 2021 09:00 AM Eastern Time (US and Canada) Join Zoom Meeting https://zoom.us/j/99439268119?pwd=ZldSYlhKQ2ZpYVBOdGsxQ04wdUN5UT09 Meeting ID: 994 3926 8119
This roundtable is for eFinancePlus payroll and accounting staff to learn new topics and discuss anything that the districts are having issues with.
This training is for eFinancePlus users who need assistance balancing for the quarter. Participants will learn to balance their quarter by generating the proper reports.
User will be shown how to view reports, create basic queries and develop their own reports using their live data in eFinancePlus. Topics in this training session will include navigation of data items, sorting, grouping, filtering and running reports in a variety of formats, including Excel and PDF. This training is limited to only 10
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