Fiscal Services Training & Registration

Listed below are scheduled trainings/webinars the NWOCA Fiscal Services Department is conducting for our members currently on State Software. Please click on the Training Topic to access the registration for that session.

Users must register for the session in order to receive webinar connection information and CEUs. Please make sure you enter your email address correctly on the registration form. 

Date

Time

Location

Application

Training Topic/Registration

Description

Recording & Supporting Documentation

Date

Time

Location

Application

Training Topic/Registration

Description

Recording & Supporting Documentation

Sep 21, 2023 

9:00am - 11:00am

Zoom

USPS

EMIS Checklist

A review of the EMIS Checklist for the Initial Staff and Course Collection

Sep 28, 2023 

9:00am - 10:00am

Zoom

USPS

Mapping

Review of the Account Mapping in USPS to charge accounts in Leave Projection and Board distributions. 

Oct 5, 2023 

9:00am - 10:00am

Zoom

USAS

The Expenditure Process

Overview starting from Requisition, PO, Invoices, Payables, and Disbursements

Oct 19, 2023 

9:00am - 10:00am

Zoom

USPS

Mid-Year Contract Change

Review of the Mid-Year Contract Change Program



Oct 26, 2023 

9:00am - 10:00am

Zoom

USAS

Account Filters

A deep dive into Account Filters, how to set them up, use in reports and other parts of the software.

Nov 9, 2023 

9:00am - 10:00am

Zoom

USAS

Report Generation Best Practices



Nov 10, 2023 

*Date changed from 11/2/23.

9:00am - 10:00am

Zoom

USPS

Retirement Payroll Item Set up and Balancing

Review of STRS and SERS Payroll Item set up and Balancing Deductions each payroll



Nov 16, 2023 

9:00am - 10:00am

Zoom

USPS

Setting Up Templates

Setting up Templates will cover how to set up and modify templates for Employee screen, Position screen, and Payroll Items.

Dec 8, 2023 

9:00am - 12:00pm

NWOCA/Archbold or Zoom

USAS, USPS

2023 Calendar Year End Meeting

The calendar year end meeting will cover the USAS and USPS calendar year end processing steps including 1099 and W2 creation. 

Jan 11, 2024 

9:00am - 10:00am

Zoom

USAS

Transfers and Advances



Feb 15, 2024 

9:00am - 10:00am

Zoom

USAS

Proration Utility

Review of the Proration Utility and using the program to create a PO to post. 

Feb 22, 2024 

9:00am - 10:00am

Zoom

USPS

ODJFS Balancing

Review of how to balance the ODJFS Report at the end of the Quarter for wages and how weeks are calculated.

Mar 7, 2024 

9:00am - 10:00am

Zoom

USAS, USPS

Report Bundles

Review of creating. updating and scheduling report bundles.

Mar 28, 2024 

9:00am - 10:00am

Zoom

USPS

Outstanding Payables & Refund Processing

Review of Outstanding Payables and Refund Processing.

Apr 11, 2024 

9:00am - 10:00am

Zoom

USAS

The Budgeting Process

Review of the entire Budgeting Process in USAS. Diving into Scenarios and budgeting spreadsheets and proposed amounts along with the mass load adjustments feature.

 

 Apr 25, 2024

9:00am - 10:00am

Zoom

USAS

Certification Reports

Review of the Periodic/Certification Reports and updating reporting levels on those reports.



May 9, 2024 

9:00am - 11:00am

Zoom

USPS

New Contracts

Review of the New Contract Program



May 23, 2024 

9:00am - 10:00am

Zoom

USPS

EMIS Year End Review

Review of EMIS Year End Data




May 31, 2024

9:00am - 12:15pm

NWOCA/Archbold or Zoom

USAS, USPS, Inventory

2024 Fiscal Year End Meeting

The fiscal year-end meeting is designed to review USAS, Inventory, USPS fiscal year-end processing procedures, learn about updates on recent software enhancements, and receive useful processing tips.



Jun 6, 2024 

9:00am - 10:00am

Zoom

USPS

STRS Advance Review

Review of the STRS Advance and what to look at now to avoid issues at fiscal year end.



Redesign Touch base meetings are held on the second Wednesday of every month (unless otherwise noted) at 8:30am via webinar. An agenda and connection information is emailed to Redesign users normally the day before the meeting.

Previous fiscal year trainings and videos: