AP, Purchasing and Fiscal Users
Preparation and procedures required for closing the books for the fiscal year.
Walk through step-by-step information on requisition year-end processing, including the setup of liabilities and receivables, and year-end processing setup.
Advanced AP and Fiscal Users
Details for preparation and procedures required for closing the books for the fiscal year.
Step-by-step information on requisition year-end processing, including setup of liabilities and receivables, journal entry year-end processing setup, how to close out the fiscal year and year-end reporting.
Overview of purchasing, warehouse and fixed assets year-end physical inventory is presented.
Overview of account roll forward, expire, and general account management.
Understanding concepts and standards, including shortcuts, terminology, navigation, tips and tricks.
Searching, including favorites.
Managing lists and saving data grids.
Using data-entry efficiency tools, including quick starts, mnemonics and quick keys.
Reviewing reports, including emailing, distribution, favorites.
Setting up personalized notifications.
Advanced HR/Payroll and Budget Users
Understanding position control, including accounts
Verifying setup, including salary schedules, pay schedules, calendars
Reviewing positions, including ending/creating
Managing account changes
Rolling forward assignments
Reviewing year end and payroll reports
Accounts Receivable and Fiscal Users
Recording and posting receipts, as well as creating and processing AR invoices and using the new Receipt Transactions activity.
Scheduling invoices and coping Invoices to help streamline your AR processes.
Setting up receivables, printing invoices and statements and running basic reports.