Ø December 14, 2021
ð Trending Topics:
ð End of Calendar Suggestions
ð Verify Any Payroll Adjustments or Corrections that need to be made
ð Prepare for Payroll Processing-What are the PR Dates and how do they fall on the calendar
ð Attend the W2 and/or 1099 Q&A Session Live on December 15th- with SDS University Purchase
ð Make a plan for W2 Processing-Before or After your first 2022 payroll?
ð Update Employees’ Deliviery Method of W2 and ACA Forms- if it changed.
ð Verify 1099 Vendor Calendar totals
ð Print Reports for YTD Verification purposes
ð Verify Employee/Dependent Information for ACA forms.
ð January Suggestions
ð Verify Tax Tables are in place before processing the first 2022 payroll
ð Update Deduction/Benefit Amounts and Percentages (ex: IMRF)
ð Update any employees with W-4 Changes
ð Continue with W2/1099/ACA Processing
ð Attend the ACA Q & A Live Session on January 12th – with SDS University Purchase
ð Distribute W2 and ACA Forms to Employees.
ð Distribute 1099 Forms to Vendors
ð State of Illinois Gemini TBT Tip:
ð 2021 Wrap-up
Ø Webinar Recording: https://recordings.join.me/m9INlMF440ubhGhjDU2_Qg
Ø November 9, 2021
Ø Looking forward:
ð Events
ð November 18th – Masterclass – WEBINAR only
ð November 24th – ACA, W2, 1099 Processing & Group Term Life Insurance over $50,000 recordings released
ð December 15th – W2, 1099 Processing & Group Term Life Insurance over $50,000 Live Q & A
ð January 13th – ACA Live Q & A
ð Conventions
ð November 18, 2021 – 75th Annual Indiana ASBO Conference Ft. Wayne, IN – In Person
ð November 19-21, 2021 - IASB-IASA-IASBO Joint Annual Conference Chicago, IL
ð Enhancements and News
ð Tell us Your Story Survey: Tell us your SDS Story (office.com)
ð Reports Update: End of Year Forms are in the process of being updated
ð Trending Topics and News
ð Order Year-end Forms
ð Verify Company Information
ð Verify PR Dates for the rest of the Calendar Year
ð Register for W2, 1099, ACA Classed through SDS University
ð Verify 941 totals for Q1,Q2, Q3 according to totals reported to IRS
ð Verify 941 totals for Q1,Q2, Q3 according to totals reported to IRS
Ø State of Illinois Gemini TBT Tip:
ð How to Define Contract Days for Gemini Reporting
Ø October 26, 2021
ð Looking forward:
ð Annual Conferences (REGISTER TODAY, EVENT PACKAGE SAVE 20%)
ð Click Here to Register Today
ð November 18th – Masterclass – WEBINAR only
ð November 24th – ACA, W2, 1099 Processing & Group Term Life Insurance over $50,000 recordings released
ð December 15th – W2, 1099 Processing & Group Term Life Insurance over $50,000 Live Q & A
ð January 13th – ACA Live Q & A
ü Sales
ð November 18, 2021 – 75th Annual Indiana ASBO Conference Ft. Wayne, IN – In Person
ð November 19-21, 2021 - IASB-IASA-IASBO Joint Annual Conference Chicago, IL
ð Enhancements and News:
ð Tell us Your Story Survey: Tell us your SDS Story (office.com) Starting at 2:40
ð Reports Update: Vendor Legal Name field added to Vendor Reports Starting at 3:15
ð Human Resources Control Center: 2021 ACA Rollover is available Starting at 3:50
ð Trending Topics:
ð Check Reconciliation: Printing Reports Starting at 7:20
ð How to setup a Cash in Lieu benefit? Starting at 25:55
ð How to setup Deduction or Benefit code, to not print a check? Starting at 33.35
ð How to quickly update multiple employee Deductions & Benefits, using a group of employees or individually. Starting at 37:50
ð End of Calendar Year Suggestions Starting at 47:00
ð State of Illinois Gemini TBT Tip:
ð How to change the Payroll Check Date for Gemini reporting? Starting at 49:20
Ø Webinar Recording: https://recordings.join.me/SEorAd1uE0OoCyIdeETlLQ
v October 12, 2021
ð Looking forward:
ð Annual Conferences (REGISTER TODAY, EVENT PACKAGE SAVE 20%)
ð Click Here to Register Today
ð November 18th – Masterclass – WEBINAR only
ü Sales
ð November 18, 2021 – 75th Annual Indiana ASBO Conference Ft. Wayne, IN – In Person
ð November 19-21, 2021 - IASB-IASA-IASBO Joint Annual Conference Chicago, IL
ð Enhancements and News:
ð Tell us Your Story Survey: Tell us your SDS Story (office.com) Starting at 3:00
ð Reports Update: Vendor Legal Name field added to Vendor Reports Starting at 3:45
ð Cash Receipts: Field Entered By has been added to the entry viewStarting at 4:40
ð Employee Attendance: Descriptive column headings added to Employee Attendance Summary view Starting at 6:45
ð Trending Topics:
ð Check Reconciliation: Using Check Reconciliation selections Starting at 8:15
ð How to resend AP check copies to preview in Look and Browse? Starting at 37:15
ð How to combine vendors, customers, or employees? Starting at 50:10
ð X – Connect – Utilize X- Connect to reference prior cases, click here to access.
ð State of Illinois Gemini TBT Tip:
ð How to print a TRS Pay Period Report? Starting at 55:45
v Webinar Recording: https://recordings.join.me/aSfg-ZmPl0uZxo90-MasOA
v September 28, 2021
ð Looking Forward:
ð Annual Conferences (REGISTER TODAY, EVENT PACKAGE SAVE 20%)
ð Click Here to Register Today
ð October 7th – SDS Reporting Conference
ð November 18th – Masterclass – WEBINAR only
ü Sales
ð November 18, 2021 – 75th Annual Indiana ASBO Conference Ft. Wayne, IN – In Person
ð November 19-21, 2021 - IASB-IASA-IASBO Joint Annual Conference Chicago, IL
ð Enhancements and News:
ð Tell us Your Story Survey: Tell us your SDS Story (office.com) Starting at 2:05
ð SDS Web Office Settings: PO Authorize email notification Starting at 3:00
ð Accounts Receivable: Date selector added upon re-printing AR Invoices Starting at 7:00
ð Vendor Legal Name field added Starting at 7:40
ð Colorado: CDE Staff Profile new column added for 2021-2022 FY Starting at 19:45
ð Update from 9/14 TBT: Use Text when adding the Cell Phone field Starting at 21:15
ð Trending Topics:
ð Check Reconciliation: How to move items made permanent in one check group to another? Starting at 22:00
ð Payroll Tip: Are you utilizing the Payroll Checklist’s? Starting at 26:30
ð Financial Reports: How to create a Financial Report using specific Subtotal Definitions? Starting at 31:00
ð X – Connect – Utilize X- Connect to reference prior cases, click here to access. Starting at 46:30
ð State of Illinois Gemini TBT Tip:
ð When do I need to perform the Gemini TRS Payroll Reset? Starting at 48:10
ð For additional TRS support please visit our free materials by clicking here and registering for free.
Ø Webinar Recording: https://recordings.join.me/mNYWWjw0skaFPF8nHTZlYg
v September 14, 2021
ð Looking Forward:
ü Boot Camp has been merged with Touch Base Tuesday. All clients are now receiving the login information to Touch Base Tuesday’s no need to register. If you do not receive a login please contact support through X-Connect.
ð Annual Conferences (REGISTER TODAY, EVENT PACKAGE SAVE 20%)
ð Click Here to Register Today
ð October 7th – SDS Reporting Conference
ð November 18th – Masterclass – WEBINAR only
ü Sales
ð November 18, 2021 – 75th Annual Indiana ASBO Conference Ft. Wayne, IN – In Person
ð November 19-21, 2021 - IASB-IASA-IASBO Joint Annual Conference Chicago, IL
ð Enhancements and News:
ð SDS Web Office Setting added for Finance Reports – Report Tree view Starting at 4:25
ð Print button in message center to print a single message Starting at 6:10
ð Employee Portal Look and Browse and Attendance Request – added a setting to hide Awarded and Prior To Current columns Starting at 7:30
ð One Year All Pass – At discounted rate now on SDS University for purchase find out more by clicking the following link Click here to purchase.
ð Trending Topics:
ð How to void a check for last fiscal year but show the void in the current fiscal year Starting at 10:55
ð Check Reconciliation, using the Batch number to help identify entries to be posted Starting at 16:18
ð How to add Cell Phone to employee demographics Starting at 23:20
ð Is it possible to change the "Code" for deductions and benefits? Starting at 34:30
ð X – Connect – Utilize X- Connect to reference prior cases, click here to access.
ð State of Illinois Gemini TBT Tip: Starting at 45:05
ð How to handle the error message “ER4004 Payroll Schedule Match Not Found”
ð For additional TRS support please visit our free materials by clicking here and registering for free.
ð Webinar Recording: https://recordings.join.me/p3Xcts6Yi0WFdS3dLPGcQQ
v August 24, 2021
ð Enhancements and News:
ð User Annual Conference coming September 9th and 10th click here to sign up.
ð One Year All Pass – At discounted rate now on SDS University for purchase find out more in our Weekly Tuesday email, click here to purchase.
ð Trending Topics:
ð X – Connect – Utilize X- Connect to reference prior cases, click here to access. Starting at 21:50
ð Look and Browse – Access information from prior years Starting at 5:25
ð Gross Pay Entry – Advantages of this feature Starting at 26:30
ð Correcting Prior Year Entries Starting at 53:20
ð Looking Forward:
ü Boot Camp has been merged with Touch Base Tuesday.
ð Annual Conferences (REGISTER TODAY, EVENT PACKAGE SAVE 20%)
ð Click Here to Register Today
ð September 9th – Joint Annual Conference – Day One (Includes All States)
ð September 10th – State Specific Annual Conference – Day Two (Time slots for each state to cover state reporting)
ð October 7th – SDS Reporting Conference
ð November 18th – Masterclass – WEBINAR only
ü Sales
ð November 18, 2021 – 75th Annual Indiana ASBO Conference Ft. Wayne, IN – In Person
ð November 19-21, 2021 - IASB-IASA-IASBO Joint Annual Conference Chicago, IL
Ø Webinar Recording: https://recordings.join.me/3OyvkHsYFUmWnPX1T_L_HA
v August 10, 2021
ð Enhancements and News: Starting at 2:10
ü NOTE of SDS CHANGE ADDRESS/ACH Payments: Please note a change of Address and ACH payments for SDS as noted below:
• Address:
Specialized Data Systems
PO Box 745000
Atlanta, GA 30374-5000
• ACH Payments:
Routing: 021052053
Account: 99781407
• Email Address:
ð Reports Update: Swf_pats_awd.rpt –from the HRCC screen in the attendance awarding page, you will be able to print a list of the number of days awarded to the employees
ð Trending Topics:
ð When in July 2021, how to print Financial Reports with 6/30/2021 expense on date Starting at 5:40
ð How to start entering Budget Adjustments for the new year? Starting at 17:55
ð Security Request & Approve: How to restrict requesters and utilized Supervisor, Levels, Maximum $ Starting at 27:45
ð What is the difference between using Time Clock or eTimesheet? Starting at 46:45
ð Looking Forward: Starting at 56:00
ü Touch Base Tuesday – Next one will be Aug 24 - Click Here to Register Today
ü Annual Conferences (REGISTER TODAY, EVENT PACKAGE SAVE 20%)
•September 9th – Joint Annual Conference – Day One (Includes All States)
•September 10th – State Specific Annual Conference – Day Two (Time slots for each state to cover state reporting)
•October 7th – SDS Reporting Conference
•November 18th – Masterclass – Update: WEBINAR ONLY
•REGISTER = Click Here to Register Today
ü Sales
•November 18, 2021 – 75th Annual Indiana ASBO Conference, Ft. Wayne, IN – In Person
•November 19 – 21, 2021 – IASB-IASA-IASBO Joint Annual Conference Chicago, IL
Ø Webinar Recording: https://recordings.join.me/qACA23Jkt02vKq4SMjM1Ww
v July 27, 2021
Ø Enhancements and News: Starting at 3:00
ü Master File Horizontal Data Changes, Deductions/Benefits Master: Updated field name Box 12
ü “Let’s Talk Gemini” live recording posted in SDS University Starting at 1:40
ü Masterclass in Chicago office – registration coming soon
ü One Year All Pass – annual renewal coming soon
ð Trending Topics:
ü What does Activate Offset Entry do? Starting at 5:40
ü Where to find Check Lists? - Payroll, Finance, Activity Starting at 8:55
ü What can I use Security Request & Approve for? Starting at 15:20
ü Accounts Payable Disbursement entry overview: Preprinted check, APP code, Claim #, Green Accounting, Pcard Starting at 27:45
ü How to print specific Object codes for an Expenditure Report? Starting at 1:01:15
ð Looking forward: Starting at 1:10:05
ð Touch Base Tuesday - Next one will be Aug 10 - Click Here to Register Today
ð Annual Conferences (REGISTER TODAY, EVENT PACKAGE SAVE 20%)
•September 9th – Joint Annual Conference – Day One (Includes All States)
•September 10th – State Specific Annual Conference – Day Two (Time slots for each state to cover state reporting)
•October 7th – SDS Reporting Conference
•November 18th – Masterclass – (Will we virtual and at the Chicago office – Stay Tuned)
•REGISTER = Click Here to Register Today
ü Vendor Conferences We’re Attending
•November 18, 2021 – 75th Annual Indiana ASBO Conference, Ft. Wayne, IN – In Person
•November 19-21, 2021 - IASB-IASA-IASBO Joint Annual Conference Chicago, IL
Ø Webinar Recording: https://recordings.join.me/JNNTjh4jKEmaZXOp8USq4g
v July 13, 2021
ð Enhancements and News: Starting at 3:45
ü REMINDER! - Update Address and ACH to LINQ’s
Change Address/ACH:
Address:
Specialized Data Systems
PO BOX 745000
Atlanta, GA 30374-5000
ACH Payments:
Routing: 021052053
Account: 99781407
ü Reports Added/Updated
General Accounting Reports: Starting at 5:00
- Accounts Payable (Bills), Bills Payable (APP Code) – this report prints all selected bills by APP code and totals each APP code’s bills.
- Employee Report by Deduction, Employee Deduction and Benefit Report, Employee Report by Deduction – a heading change next to the benefit/deduction’s name to show the default amount or percentage (even if it is zero) from the master code and then the Employee’s amount is listed by their name, if it is different.
ð Trending Topics:
ð What are the differences between Reactivate and Deactivate payroll? Starting at 12:00
ð How to Import a Journal Entry? Starting at 24:00
ð When pulling reports, what date selectors should be chosen under the Calendar selection? Starting at 40:45
ð How to change the Expense on Date? Starting at 46:40
ð Change system Finance Month to July Starting at 53:35
- How to Move Budget to the Current Year Starting at 54:55
- Move PO’s to the Current Year Starting at 57:10
ð Looking Forward:
ü Annual Conferences (REGISTER TODAY, EVENT PACKAGE SAVE 20%)
- September 9th – Joint Annual Conference – Day One (Includes All States)
- September 10th – State Specific Annual Conference – Day Two (Time slots for each state to cover state reporting)
- October 7th – SDS Reporting Conference
- November 18th – Masterclass
- REGISTER = Click Here to Register Today
ü Illinois TRS Gemini webinars
- TBD - “Let’s Talk Gemini” - Live Q & A Session - Sometime in Mid-July
ü Sales
- November 18, 2021 – 75th Annual Indiana ASBO Conference, Ft. Wayne, IN – In Person
- November 19 – 21, 2021 – IASB-IASA-IASBO Joint Annual Conference Chicago, IL
ð Webinar Recording: https://recordings.join.me/2VUqvksZJkq3kapMmq8tYQ
v June 22, 2021
ð Enhancements and News: Starting at 1:45, (combined with Topic “How to setup and process Vendor ACH payments)
ð Not of SDS Change of Address/ACH Payments: Please note a change of Address and ACH payments for SDS as noted below:
Address:
Specialized Data Systems
PO Box 745000
Atlanta, GA 30374-5000
ACH Payments:
Routing: 021052053
Account: 99781407
*Tax ID stays the same. *Billing email shendrickson@linq.com
ð Reports Added/Updated: Starting at 27.35
•General Accounting Reports: Financial System Setup| System Field Name List
ð Colorado: CDE 18 Uniform Budget Summary for 2022 Starting at 33:40
ð District Information: District Name field expanded to 100 characters Starting at 34:40
ð Salary Schedule/Creating new contracts: Contract Balance selection Starting at 36:40
ð Trending Topics:
ð Update Employee Demographics Starting at 39:25
ð Creating Employees into Vendors Starting at 46:10 (combined with previous topic Update Employee Demographics)
ð Security – Application Access: Deleting Inactive Employees Starting at 1:11:15
ð How to setup and process Vendor ACH payments? Starting at 1:45
ð Job Applicant Processing Starting at 1:22:05
ð 20/21 Fiscal Year End Procedures:
•Awarding Attendance for the New Fiscal Year Starting at 1:33:30
•Changing PO Fiscal Year Starting at 1:48:35
ð Looking forward:
ð Annual Conferences (REGISTER TODAY, EVENT PACKAGE SAVE 20%)
•September 9th – Joint Annual Conference – Day One (Includes All States)
•September 10th – State Specific Annual Conference – Day Two (Time slots for each state to cover state reporting)
•October 7th – SDS Reporting Conference
•November 18th – Masterclass
•REGISTER = Click Here to Register Today
ü Illinois TRS Gemini webinars
•June 25 - “Let’s Talk Gemini” - Live Q & A Session - 9-11 CST To Register Click Here
•TBD - “Let’s Talk Gemini” - Live Q & A Session - Sometime in Mid-July
ü Sales
•November 18, 2021 – 75th Annual Indiana ASBO Conference, Ft. Wayne, IN – In Person
•November 19 – 21, 2021 – IASB-IASA-IASBO Joint Annual Conference Chicago, IL
ð Webinar Recording: https://recordings.join.me/bX0SYTxEsU-lkBjBOH5Q4g
v June 8, 2021
ð Enhancements and News:
ð SDS Email: changed from schooloffice.com to linq.com, please whitelist linq.com emails. Starting at 2.25
ð SDS Change Address/ACH Payments: Please note a change of Address and ACH payments for SDS as noted below. We will be showing you how to update with us tomorrow. Starting at 2.50
o Address:
Specialized Data Systems
PO Box 745000
Atlanta, GA 30374-5000
o ACH Payments:
Routing: 021052053
Account: 99781407
ð Illinois: Uniform Budget Summary for 2022 Starting at 9.30
ð SDS Security Web Services – Green Accounting: As of the update on 5/18/2021, we have made changes to the web services programs used for green accounting and file exporting and you need to download the latest version of the files from your SDS site. Follow these instructions starting at step 12 to download the new files Starting at 10:45 http://help.schooloffice.com/financehelp/#!Documents/securitywebservices.htm
ð Trending Topics:
ð 20/21 Fiscal Year End Procedures: Starting at 13:00
o Finance & Payroll Webinar and Finance Help Instructions released
ð Employee Contracts: Contract Type Codes Starting at 20:40
ð Security Application Access: Adjusting User security restrictions Starting at 45:25
ð Budget Master: Searching for specific account numbers Starting at 54:00
ð Combine/Merge Accounts vs Inactivating Accounts Starting at 1:04:15
ð Looking Forward: Starting at 1:11:00
ü Annual Conferences (REGISTER TODAY, EVENT PACKAGE SAVE 20%)
•September 9th – Joint Annual Conference – Day One (Includes All States)
•September 10th – State Specific Annual Conference – Day Two (Time slots for each state to cover state reporting)
•October 7th – SDS Reporting Conference
•November 18th – Masterclass
•REGISTER = Click Here to Register Today
ü Illinois TRS Gemini webinars
•June 18 - Webinar Release - “Gemini Reporting Process within SDS”
1. Access the TRS Gemini Course in SDS University for instructions on all aspects of Gemini File Creation
•TBD - “Let’s Talk Gemini”
1. A second LIVE Q&A session date will be released at a later time.
ü Sales
•November 19-21, 2021 - IASB-IASA-IASBO Joint Annual Conference Chicago, IL
Webinar Recording: https://recordings.join.me/EfKr_-kag0WXpoQzJ-oOFQ
v May 11, 2021
ð Enhancements and News:
ð Reports Added/Updated: Starting at 3:20
1. Detail Gross Pay by Employee/w Description-User was prompted to select a date range but the report did not utilize it in the record selection process
2. Transaction Balance Report-added the Notes field to print with the detail of transactions - Starting at 5:20
3. TRS Gemini Employee Review-Review Employee Setup for TRS Gemini Reporting - Starting at 10:50
ð Customize Employee Portal View to include additional fields - Starting at 33:35
ð Trending Topics:
ð Journal Entry-Transfer of Funds – Entering a Balanced Entry - Starting at 46:20
ð Timing Codes vs Payout Categories - Starting at 56:50
ð Difference between opening and activating a payroll verses creating payroll dates - Starting at 1:10:15
ð Michigan REP - Starting at 1:22:00
•Setup for REP Reporting-Screens and Views
•What field is used to include employees in REP?
•Reading the Field Layout in the Help Documentation
•Upcoming Free Webinar Recording for Michigan REP Report
ð Looking forward: - Starting at 1:19:45
ð User Boot Camp-May 20- Click Here to Register Today
ð Touch Base Tuesday-June 8- Click Here to Register Today
ð Annual Conferences (REGISTER TODAY, EVENT PACKAGE SAVE 20%)
•June 3rd – Kick Off Conference
•September 9th – Joint Annual Conference – Day One (Includes All States)
•September 10th – State Specific Annual Conference – Day Two (Time slots for each state to cover state reporting)
•October 7th – SDS Reporting Conference
•November 18th – Masterclass
•REGISTER = Click Here to Register Today
ü Vendor Conferences We’re Attending
•May 19 - 21, 2021 - 68th Annual Colorado ASBO, Westminster, CO – In person
•June 9 - 11, 2021 - 70th Annual Illinois ASBO conference Schaumburg, IL – In person
•November 19-21, 2021 - IASB-IASA-IASBO Joint Annual Conference Chicago, IL
Webinar Recording: https://recordings.join.me/zT_Y21-TxUubR1NHS-AJeA
v April 27, 2021
ð Enhancements and News:
ð Security entry views enhancement: Ability to control Check Reconciliation Groups – Starting at 4:08
ð SDS Web Office Settings: Purchasing – Confirmation email attachment File Name Option – Starting at 6:00
ð Reports Added/Updated – Starting at 7:14
o Check Reconciliation Report:
1. Cash Accounts printed in order
o Payroll Processing | State/Federal Reporting:
1. District Information: District Name/ Legal Name
a. 941, 1099 forms and Indiana and Michigan state reporting
o General Accounting Reports | Employee Master and Attendance:
1. Employee Attendance w/Sub Information
a. Lists employee, absences, and who subbed for him/her and total hours
2. Contract Retroactive Pay Report
a. Updated title and added description
3. Employee Open Contract Report-Distribution report
a. Added the step and lane fields (show/hide option) to print after the description of the contract
4. Employee Document List
a. Lists all employees who have a document attached to master record
b. Does NOT print the document, lists description and original file name
o General Accounting Reports | Vendor and Order For
1. Vendor Document List
a. Lists all vendors who have a document attached to master record
b. Does NOT print the document, lists description and original file name
ð Trending Topics:
ð Employee Master: How to enter/update an Employee Certificate – Starting at 20:00
ð What is needed to prepare, when using Accounts Payable, Purchase Orders, Attendance or Employee Expense Reimbursement Approval processes? – Starting at 29:25
ð How to setup Security Groups? – Starting at 31:20
ð State of Illinois: SDS Gemini Roll Out - a review of what’s coming – Starting at 1:02:00
ð Looking Forward:
ð May 6, 2021 - TRS Gemini Client Free Webinar - Click Here to Register – Starting at 3:10 & 57:38
ð Annual Conferences (REGISTER TODAY, EVENT PACKAGE SAVE 20%) – Starting at 3:34 & 57:38
•June 3rd – Kick Off Conference
•September 9th – Joint Annual Conference – Day One (Includes All States)
•September 10th – State Specific Annual Conference – Day Two (Time slots for each state to cover state reporting)
•October 7th – SDS Reporting Conference
•November 18th – Masterclass
•REGISTER = Click Here to Register Today
ü Vendor Conferences – Starting at 3:50 & 57.38
•May 19 - 21, 2021 - 68th Annual Colorado ASBO, Westminster, CO – In person
•June 9 - 11, 2021 - 70th Annual Illinois ASBO conference Schaumburg, IL – In person
•November 19-21, 2021 - IASB-IASA-IASBO Joint Annual Conference Chicago, IL
Webinar Recording: https://recordings.join.me/TwqzfaEzOUG5Qg5ZZS5i_w
v April 13, 2021
ð Trending Topics:
ð How to remove or change a Cash Receipt?
ð How to attach Vendor and Employee documentation to their record?– Starting at 12:30
o How to attach Employee documentation to their record?– Starting at 28:35
ð Printing Employee Open Contract Reports?– Starting at 34:00
ð Using Quick Reports with Finance and Payroll Reports?– Continued discussion with above topic
ð Enhancements and News:
ð Employee Portal – Employee Demographics Customization?– Starting at 1:03:00
ð Reports Added/Updated - General Accounting Reports: “System Codes List?– Starting at 1:12:15
ð Pcard Import: Account Description field update?– Starting at 1:13:40
ð Voiding AP Check: Green Accounting retention?– Starting at 1:14:55
ð Create Employee Contracts, Active Contracts Only Selection Added?– Starting at 1:16:05
ð Cleared Checks Safeguard when Voiding Checks?– Starting at 1:16:55
ð Additional TRS fields: Fields added: Hours in the Day for Sick & Personal Leave?– Starting at 1:17:25
ð Looking Forward:
ð Attention Illinois Users:?– Starting at 1:18:30
§ When we have more updates on TRS Gemini we will be emailing all our Illinois users and posting information in our free course as well. Click Here to Register for Free
ð Annual Conferences (REGISTER TODAY, EVENT PACKAGE SAVE 20%)?– Starting at 1:21:31
§ June 3rd – Kick Off Conference
§ September 9th – Joint Annual Conference – Day One (Includes All States)
§ September 10th – State Specific Annual Conference – Day Two (Time slots for each state to cover state reporting)
§ October 7th – SDS Reporting Conference
§ November 18th – Masterclass
§ REGISTER = Click Here to Register Today
ü Vendor Conferences We’re Attending?– Starting at 1:21:40
§ April 20 – 22, 2021 – 82nd Annual MSBO Conference – Virtual
§ May 19 – 21, 2021 – 68th Annual Colorado ASBO, Westminster, CO – In Person
§ November 18, 2021 – 75th Annual Indiana ASBO Conference, Ft. Wayne, IN – In Person
§ November 19 – 21, 2021 – IASB-IASA-IASBO Joint Annual Conference Chicago, IL
Webinar Recording: https://recordings.join.me/HUtGFApzmEGIfgVg6pf_rg
v March 23, 2021
ð Trending Topics:
ð How to delete Employee Contracts not needed?
ð How to enter Revenue Budget? – Starting at 16:00
ð How to remove a PO that will not be paid? – Starting at 30:30
ð How to Reclassify an Invoice, Deposit or Payroll Transaction? – Starting at 36:25
ð How to change a Cash Receipt Description? Starting at 1:04:15
ð How to change an Activity Date? Starting at 1:11:27
ð Enhancements and News:
ð Wisconsin On-boarding Process to WISEdata Finance – Starting at 1:22:10
ð Looking Forward:
ð Attention Illinois Users: - Starting at 1:22:42
•Check your Inbox, last week we sent information regarding SDS Setup for Gemini Reporting.
•Please read through the information carefully.
•If you have previously volunteered, please review the Prep Steps again and follow the “What’s Next” Steps.
•For those who are new to the Prep Steps Process for Gemini Setup, please read through the email and complete the steps.
•Keep in mind that Gemini Reporting goes LIVE in July of 2021. It is imperative that this work be completed by May.
•Free Gemini TRS Course in SDS University with all the details, documents and videos. Click Here to Register for Free (Note: When viewing in SDS University, please scroll to the bottom for the video.)
ð Annual Conferences (REGISTER TODAY, EVENT PACKAGE SAVE 20%) – Starting at 1:23:23
•June 3rd – Kick Off Conference
•September 9th – Joint Annual Conference – Day One (Includes All States)
•September 10th – State Specific Annual Conference – Day Two (Time slots for each state to cover state reporting)
•October 7th – SDS Reporting Conference
•November 18th – Masterclass
•REGISTER = Click Here to Register Today
ü Events We Are Attending – Starting at 1:23:50
•April 20 - 22, 2021 - 82nd Annual MSBO Conference -Virtual
•May 19 - 21, 2021 - 68th Annual Colorado ASBO, Westminster, CO – In person
•June 9 - 11, 2021 - 70th Annual Illinois ASBO conference Schaumburg, IL
•November 19-21, 2021 - IASB-IASA-IASBO Joint Annual Conference Chicago, IL
Ø Webinar Recording: https://recordings.join.me/4CwXCpNpyU2Gb5rifpf00A
v March 9, 2021
ð Trending Topics:
ð How to work with a group of accounts when working on budgets?
ð How to add budget notes?
ð SDS Activity Data: Using one account number entering transactions: Accounts Payable, Cash Receipts & Journal Entries
ð Enhancements and News:
ð Change Employee Contract by Percent
ü Accounts Payable Disbursements: Vendor 1099 Verification
ü Human Resources Control Center: Employee TRS Additional Fields Importing
ð Looking forward:
ü Free Michigan User Conference coming March 16, 2021
ü Attention Illinois Users:
o Are you ready to test your data against the TRS Gemini Requirements?
o If this sounds like something you’d like to tackle, we would like to hear from you!
o We’re currently working with our Illinois Clients to create TRS Gemini Test Files!
o If you would be willing to share some of your time with us to create a TRS Gemini Test File, please email us at carla@schooloffice.com.
o We will add your district to our participation list and contact you in turn!
o We would appreciate your efforts and time in helping us with this testing phase of Gemini Reporting!
ð Webinar Recording:https://recordings.join.me/njUea-GHOkOuQzMACQTHUw
v February 23, 2021
ð Trending Topics:
ð How to setup a new entry view to use in a Horizontal entry view; Employee Master or Master File?
ð How to pull in remaining contract amount to Budget Planning Assistant?
ð How to create budgeting report with specific budget fields?
ð Financial Reports: Using different report types
ð How and when to do a File Transfer?
ð Enhancements and News:
ü Reports Update:
•Data Change Report: Now also available under Data Change Information with additional fields requested
•General Accounting Reports, Payroll Setup: Employee Deductions and Benefits by Code
•General Accounting Reports, Payroll and Human Resources: Employee Deduction Report
•General Accounting Reports, Accounts Payable or Accounts Payable Disbursements Entry View: Employee Expense Authorization Report
ð Looking Forward:
ü Free Michigan User Conference Coming March 16, 2021
•Highlighting all Michigan specific subjects.
•Click Here to Register for the Free MI User Conference
ü Annual Conferences (Save the Dates and Registration Coming This Week! Stay TUNED!)
•June 3rd – Kick Off Conference
•September 9th – Joint Annual Conference – Day One (Includes All States)
•September 10th – State Specific Annual Conference – Day Two (Time slots for each state to cover state reporting)
•October 7th – SDS Reporting Conference
•November 18th – Masterclass
ü Attention Illinois Users:
•Are you ready to test your data against the TRS Gemini Requirements?
•If this sounds like something you’d like to tackle, we would like to hear from you!
•We’re currently working with our Illinois Clients to create TRS Gemini Test Files!
•If you would be willing to share some of your time with us to create a TRS Gemini Test File, please email us at carla@schooloffice.com.
•We will add your district to our participation list and contact you in turn!
•We would appreciate your efforts and time in helping us with this testing phase of Gemini Reporting!
Ø Webinar Recording: https://recordings.join.me/It5coSP4DU60GsEkFUEXng
v February 9, 2021
ð Trending Topics:
ð How to search with specific dates in Look and Browse?
ð How to restrict users to only see specific accounts?
ð Importing files into SDS: ACA Dependent Information, Accounts Payable, Journal Entries and Cash Receipts
ð Enhancements and News:
ü Reports Update:
o Payroll Processing, Payday Reports: Gross pay Balance Report by Account now has Units Override Hrs
o General Accounting Reports, Payroll Setup: Bank Information List page number has been adjusted to display in the upper right hand corner, to easily identify
o W2c Report W2 correction form updated
ü Accounts Payable Check Number search enhancement
ü Finance Help Individual option
ü New Window for Look and Browse
ü New Look and Browse enhancement, coming 2/2021
Ø Looking Forward:
ü Free Michigan User Conference coming March 16, 2021
Ø Webinar Recording: https://recordings.join.me/vlTCLBqbvUyKKl1MZ3_vlQ
Ø Importing files recording: https://recordings.join.me/3msxUiYfEE-wL46_5CmJXQ
v January 26, 2021
ð Trending Topics:
ð Calendar Year End check list
ð How to report COVID wages not completed through payroll?
ð How to see if there was changes to an employee YTD record?
ð How to update multiple employee Demographic records at once?
o Colorado updating HR Pipeline records
ð When/How to use Batch numbers in AP, CR, PR and JE?
ð Question & Answers for W2 and ACA reporting
ð 1099 NEC & 1099 MISC: Red forms printed separately, electronic file combined
ð Enhancements and News:
ð How to inactivate the “?” on the home screen?
ð Add, Change Employee Information, Contracts: Tax Indicator field added
ð New Look and Browse enhancement, coming 2/1/2021
ð W2 and 1099 order forms are online and available
ð Personal Protective Equipment – You can purchase (Masks for ADULTS OR STUDENTS, N95 Masks, KN95 Masks, Cotton Masks, FDA Masks, Hand Sanitizer, Antibacterial Wipes, Medical Gloves and Touchless Thermometer). Prepare for now and the new year by ordering today. CLICK HERE TO ACCESS THE ONLY PDF and ORDER FORM
ð Looking Forward:
ð Free Michigan User Conference coming March 16, 2021
ð Annual Conference Dates Coming Soon!
ð Webinar Recording:
https://recordings.join.me/bX0SYTxEsU-lkBjBOH5Q4g
v January 12, 2021
ð Trending Topics:
ð How to update FICA Benefit code to $142,800? Upon the first payroll of 2021, the FICA Deduction is automatically updated with the push of the button; however, the Benefit code also needs to be updated for 2021 and must be manually updated.
ð PR Comparison Report-Verification of 2021 Taxes
ð W2 Information-if reporting 3 states
ð W2-Preprinted Form Production
ð W2-Preprinted Form-new options added
ð 1099 Forms Updated:
a. 1099-NEC-Copy A - Will now just pull 1099-NEC Vendors not all
b. 1099 NEC-Form C - Wording changed
ð 1099 File-1099-MISC and 1099-NEC Information Included on 1099 file
ð Enhancements and News:
ü Help Console shortcut links added to Menu Folders
ü Master File Horizontal Entry View: Vendor Name Change update
ü Security Update: Changing Groups Update
ü Colorado Unemployment file updated for January 2021 Submittal
ü Indiana Form 9 Financial Transparency File: Updated File Format
ü W2 and 1099 Order Forms Click here to Purchase
ð Webinar Recording:
https://recordings.join.me/xgJzIC0oEEaJ6LfhfFkIQw