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 26, 2024

9:00am-11:00am

Zoom

USPS

EMIS Checklist

Review of the EMIS Checklist for Initial Staff and Course Collection.

Oct 3, 2024

9:00am-10:00am

Zoom

Inventory

Inventory Lesser Knowns

Review of Lesser Known options/procedures in Inventory (splits, error adjustments, etc)

Oct 10, 2024

9:00am-10:00am

Zoom

USAS

The Expenditure Process

Review of the requisition, PO, invoice, and disbursement process in USAS

Oct 17, 2024

9:00am-10:00am

Zoom

USPS

Understanding Compensations

Review Types of Compensations and their Calculations.

Compensation Slide Presentation

Oct 24, 2024

9:00am-10:30am

Zoom

USPS

Mid-Year Contract Change

Review of the Mid-Year Contract Change Process

Oct 31, 2024

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 7, 2024

9:00am-10:00am

Zoom

USPS

Setting Up Template Screens

Review of how to set up and modify template Screens

Nov 14, 2024

9:00am-10:00am

Zoom

USAS

Report Generation Best Practices

Review of canned reports and template reports under the Report Manager in USAS

Nov 22, 2024

9:00am-12:00pm

Zoom or in Person

USAS, USPS

2024 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. 

Dec 12, 2024

9:00am-10:00am

Zoom

USAS

Transfers & Advances

Review of completing transfers and advances in the USAS system

 

Jan 9, 2025

9:00am-10:00am

Zoom

USAS

Deeper Dive into AP Invoicing

A deeper look into invoicing in the USAS system.

 

Jan 23, 2025

9:00am-10:00am

Zoom

USAS

Deeper Dive into Disbursements

Review of different disbursement options within the USAS system.

 

Feb 6, 2025

9:00am-10:00am

Zoom

USPS

USPS Loading Basics

Basics of setting up a spreadsheet to load data into USPS.

 

Feb 13, 2025

9:00am-10:00am

Zoom

USPS

Initializing & Modifying Payroll

Explanation of Initializing and Modifying Payroll

 

Feb 20, 2025

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.

 

Feb 27, 2025

9:00am-9:30am

Zoom

USPS

USPS Archives

Review of USPS Archives and how to find data

 

Mar 6, 2025

9:00-10:00am

Zoom

USAS

Certification Reports/Spending Plan

Deeper Dive into the Certification & Appropriation Resolutions Reports as well as Spending Plan/Reports

 

Mar 20, 2025

9:00-10:00am

Zoom

USAS

Account Code Basics

Review of the ODE Manual and how Cash, Appropriation, Expenditure, and Revenue accounts are set up the way they are in the system.

 

Mar 27, 2025

9:00-10:00am

Zoom

USAS

Accounts Receivable

Review of Accounts Receivable features

 

Apr 3, 2025

9:00am-10:00am

Zoom

USPS

Outstanding Payables & Refund Processing.

Review of Outstanding Payables and Refund Processing.

 

Apr 10, 2025

9:00am-10:30am

Zoom

USAS

The Budgeting Process

Review of the budgeting process in USAS from scenarios to proposed amounts to application.

 

Apr 24, 2025

9:00am-11:00am

Zoom

USPS

New Contracts

Review of the New Contract Program

 

May 9, 2025

9:00am-10:00am

Zoom

USAS

USAS FYE EMIS Related information

Review of USAS EMIS related topics such as MOE, Grants Balancing, Period H Balancing back to USAS

 

May 15, 2025

9:00am-10:30am

Zoom

USPS

EMIS Year End Review

Review of EMIS Year End Data

 

May 22, 2025

9:00am-12:00pm

Zoom or in Person

USAS, USPS & Inventory

2025 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 5, 2025

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.

 

 

 

Zoom

USPS

Employee Onboarding

Review of Employee Onboarding workflow

 

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.

SSDT Release Note Pages

 

Previous fiscal year trainings and videos: