20 GL/P&P Enhancements in 50 minutes

Transcription

1 20 GL/P&P Enhancements in 50 minutes Rick Hilton Sr. Business Analyst April 23, 2018

2 Close that Consumption Gap! During this session, we'll review the top 20 enhancements incorporated into General Ledger, Purchasing & Payables, and Warehouse modules over the last 18 months.

3 On-line Payments with EasyPay

4 Online Payments Better utilization of staff time Less foot traffic into the office Fewer people handling cash Increase automation/accuracy of deposits Allow parents to pay for fees 24 / 7 / 365

5 Online Payments with Tyler EasyPay Easy to implement and Free! Tyler EasyPay is a website application District Payment Forms Setup & Data Management Public Access for Fee Payments Merchant Gateway required for Payment Processing

6 EasyPay Application Payment experience

7 Payment Form Payment forms created for different payment fees/items are easily customized for: Layout Fonts Instructions Fee type/amount(s) Fixed Price Variable Price Open Amount Additional info fields

8 Extract Payment Data for Import to Infinite Visions

9 Filter Payment Submissions by Department

10 Download Payments as a.csv file

11 In IVEE, Create Deposit Select Get Web Payments

12 Browse to and upload file - Confirmation message

13 Deposit Ready to Edit and/or Post

14 Budgeting Enhancements

15 Additional Budget Notes

16 Additional Budget Notes The notes will display in Budget Input, Budget Export and Budget Import grids. Budget Input Edit Detail and Display Budget Notes will allow notes to be added/modified

17 Additional Budget Notes Budget Export (to Excel) Budget Import (from Excel)

18 Additional Budget Notes Copy additional budget notes from one column to another! Both columns (Copy From and Copy To) have to have their budget notes activated in order for the budget notes to copy!

19 Position Budgeting Display Position Category Added the Position Category column to Position Budgeting grid display

20 ForeCast5 Integration

21 Forecast5 Integration Draft budget projections and simulate what-if scenarios to make data-informed decisions. Analyze financial data, develop budgets, create multi-year financial projections and visualize all of it. Analyze Compensation and Benefit trends View Revenue and Expenditure trends Identify relative performance against benchmark peers Evaluate Staffing Ratios and FTE trends by position Build custom reports

22 Forecast 5 Integration No license required for this integration. Minor configuration required for the annual files. Just a few steps to create the required data files.

23 Forecast 5 Integration

24 Grant Project Tracking Enhancements

25 Grant Project Tracking Enhancements Grant Project Detail Transactions Added record type ALL and now displays Acct# and Description for record type = Adjusting JE s. Now you can see all transactions by Grant Project or Job.

26 Grant Project Tracking Job Detail Report The Job Detail Report can be run for ALL jobs The Job Detail Report has new option to Print by Job/Account Summary

27 Grant Project Job Detail Report Sample

28 GL Report Writer Public/Private Report Security

29 GL Report Writer - Public/Private Report Security In General Ledger Default Settings Select Report Manager to turn on the new Security Settings The settings will apply to IVEE and EIW.

30 GL Report Writer Public/Private Access Type Public - Full Access Public - Read Only Private NOTE: All reports will default to Public Full Access Owner The user that Creates or Copies the Report. Only the Owner can change the access type. Shared Checked if access type = Private and the owner granted access to other users. If Unchecked, report is set to Private and only the owner has access to the report.

31 GL Report Writer - Access Type Public - Full Access Allows all Users/DAC Users Full Access to the GL Report. Public - Read Only Allows all users/dac users to view and print the report only. Private Only the owner can edit the GL Report. The report can be shared with other users. Actions/Manage users Access. This will only be enabled when the Access Type is set to Private. The shared report will be Read Only for the shared users.

32 GL Report Writer - Access Type

33 New eprocurement Options

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35 eprocurement Set-Up - Now Client Managed Tyler Technologies 2017

36 eprocurement Set-Up - Now Client Managed Set the eprocurement Provider on your Vendor record

37 Send POs Electronically from ivisions Web Workflow

38 Send POs Electronically from ivisions Web Workflow eprocurement PO s can now be sent electronically through the web!

39 Separate Freight Payment Option

40 Pay Freight Separately Freight charges on Purchase Orders may now be paid separately to a freight vendor during invoice processing. Vendor Maintenance has a new Freight Vendor setting to indicate which vendors will be eligible for separate freight invoice payments.

41 Pay Freight Separately Processing an invoice for a Purchase Order that has freight included.

42 Pay Freight Separately Zero out the Freight and accept the detail (total). Save the invoice, but do not close the purchase order during save.

43 Pay Freight Separately Add new Invoice to pay the Freight then select the same purchase order. Mark the Freight Invoice checkbox

44 Pay Freight Separately Select the Freight vendor that applies.

45 Pay Freight Separately Only the Freight amount is displayed in Payment Info. Item quantities and tax are zeroed out automatically. Verify/Accept amount (total) and save.

46 Pay Freight Separately Invoices are tied to the same purchase order and viewable on the Invoice Processing grid, Reports, etc.

47 Accounts Payable Invoice Funding Corrections

48 Accounts Payable Invoice Funding Corrections User must be set to allow editing of account codes on invoices

49 Accounts Payable Invoice Funding Corrections

50 Accounts Payable Invoice Funding Corrections

51 Accounts Payable Invoice Funding Corrections

52 Accounts Payable Invoice Funding Corrections

53 Accounts Payable Invoice Funding Corrections Journal Entry posting

54 Accounts Payable Invoice Funding Corrections

55 Requisition Alerts for Alternate Approvers

56 Alerts for Alternative Approvers Designated Alternates for P&P Req Approvals now receive alerts

57 PO Receiving DAC/Ship To Filtering Options

58 PO Receiving - DAC/Ship To Filtering Options

59 PO Receiving - DAC/Ship To Filtering Options

60 PO Receiving - DAC/Ship To Filtering Options

61 Mobile PO Receiving

62 Mobile PO Receiving PO Receiving using your mobile device Eliminates writing on the packing slip and re-entry No need to lug laptops or tablets around Just access your ivisions Workflow URL

63 2016.4

64 Warehouse Inventory Count/Reconciliation Utility

65 In Inventory Maintenance, filter the items you want to inventory and use the Action - Create Inventory Reconciliation Report. Name the record set

66 Items selected for inventory are generated into the Inventory Reconciliation grid

67 Items are displayed with Bin Location and Current Bin Quantity. Counted Quantities are entered directly on the editable grid. Stock variances are calculated and items flagged as counted

68 Post Adjustments

69 The posting creates Adjustment records in Warehouse Transactions

70 Warehouse Requisition Copy to Next Year Option

71 Copy to Next Year Option

72 Smart Grids Just Got Smarter

73 Grid Display and Export Enhancements Preserve leading zeros in grid exports Grid Column Headers Expand Header Row Height Display Sum of grid view Amounts

74 Click Add Header Row to expand Column Header Height

75 Column Header Height Expands

76 Reduce Column Width - Column Header Labels will now stack

77 Display Sum of Column Amounts

78 With cursor in any column, click Sum Column. Displays Column label and Total Amount

79 Editing Saved Grid Layouts

80 Editing Saved Grid Layouts

81 Editing Saved Grid Layouts

82 Editing Saved Grid Layouts

83 Editing Saved Grid Layouts

84 Editing Saved Grid Layouts

85 Editing Saved Grid Layouts

86 Editing Saved Grid Layouts

87 Report Scheduler

88 Report Scheduler Do you send the same reports to the same people on a regular interval? Do you run the same reports for yourself regularly? Do some reports just take a long time to run? Get rid of that sticky note reminding you to run those reports! Schedule the report and forget about it!

89 Report Scheduler Available on almost all reports in EIW GL Report Writer, Financial Statements, Student Activities Report and more

90 Report Scheduler Available on almost all reports in EIW GL Report Writer, Financial Statements, Student Activities Report and more

91 Report Scheduler Reports are delivered to the Report Delivery Queue or to your

92 Report Scheduler Important Setup Required!

93 Report Scheduler - Security/Password Protection

94 Report Scheduler - Security/Password Protection

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