December 17, 2020
AGENDA
•Balancing Payroll
o FICA
o Medicare
o Retirement
•Updating Retirement Percentage for January 1st Payroll
•Updating Tax Tables
•Payroll Check Reissue
•Employee YTD Adjustments
•Ordering W2, 1099, and ACA Forms
RECORDING
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November 19, 2020
AGENDA
•Adding a fund
o State Codes
o Balance Sheet Accounts
o Ledger Interface
o Check Reconciliation
•Combine Employees
•Reprinting checks after they have been made permanent
•Ordering W2, 1099, and ACA Forms
RECORDING
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Octobter 22, 2020
AGENDA
•Retro Pay
o Contracts
o Hourly
•Reclassify
o Cash Receipts
o Disbursements
•Report Menu Tree
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Coming Soon
August 20, 2020
AGENDA
•Payroll Contracts
•Positions
•Who Options
•Docks
•Benefit Only Payroll
•Benefits/Deductions
•Grant Expenditure Reports
•Budget Assistant
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June 18, 2020
AGENDA
•Contracts
•Payout Categories
•Timing Codes
•Gross Codes
•Budget Warning
•End of Fiscal Year Procedures
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May 14, 2020
AGENDA
•Closing the month
•Budget planning assistant
•State budget form
•TRS
IMPORTANT NOTE
If you’re setting is marked with the below setting
Please follow the instructions below.
If you enter budget adjustments directly to the adjustment column in the budget master the values will remain until anything is made permanent.
With this setting you must make budget adjustments with a “BA”, budget adjusting journal entry.
The best practice is to make budget adjustments with journal entries in order to keep a track of budget changes. It takes more effort, but is well worth it. That said if you spend a day or two entering budgets in the adjustment column with this setting and then make say AP permanent your work will be gone.
April 16, 2020
AGENDA
•Security- Application Access
•Security- Data Access Control
•Security- Request and Approve
March 19, 2020
AGENDA
•Customizing Your Screen
•Vendor Direct Deposit
•Budget Planning Assistant
•Look and Browse Error Message
•Changing your Password
February 26, 2020
AGENDA
•Benefit Distribution
•Expenditure Report
•Vendor Report
•Add/Edit an account
•Dock Pay
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January 23, 2020
AGENDA
•Tax Tables
•Updating IMRF Rate
•Employee Benefit and Deduction Master
•How to add an account
•How to add an object number
•Voiding a check 6. AP Disbursements
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