FY2023 Fiscal Services Training
- Sara Glore
Listed below are trainings/webinars provided in fiscal year 2023 by the NWOCA Fiscal Services Department for our members.
Date | Time | Location | Application | Training Topic/Registration | Description | Recording & Supporting Documentation |
|---|---|---|---|---|---|---|
Sep 16, 2022 | 9:00am-9:30am | Webinar | Inventory | Inventory Fiscal Year End Meeting | The Inventory Fiscal Year End Meeting will cover the Fiscal Year End checklist for Inventory. | |
Sep 22, 2022 | 9:00am-10:00am | Webinar | USAS | The Expenditure Process | The expenditure process training is designed to give an overview of the USAS system from the start of the process beginning with the requisition to the ending, cutting a check or ACH. | |
Oct 6, 2022 | 9:00am-10:00am | Webinar | USAS | Reports | Overview of Reports | |
Oct 13, 2022 | 9:00am-11:00am | Webinar | USPS | EMIS Checklist | A review of the EMIS Checklist for the Initial Staff and Course Collection | |
Oct 20, 2022 | 9:00am-10:00am | Webinar | USAS | Purchase Orders | The Purchase Order Training is designed to train the user on creating and editing a purchase order. | |
Oct 27, 2022 | 9:00am-10:00am | Webinar | USPS | Mid-Year Contract Change | Review of the Mid-Year Contract Change Program | |
Oct 28, 2022 | 9:00am-10:00am | Webinar | Inventory | Inventory Transaction Menu | Review of the options under the Inventory Transaction menu as well as General Procedures | |
Nov 3, 2022 | 9:00am-10:00am | Webinar | USAS | Invoicing Tips & Tricks | Review of invoicing in the USAS system along with some tips & tricks for fast processing. | |
Nov 11, 2022 | 9:00am-10:00am | Webinar | USPS | Setting Up Templates | Setting up Templates will cover how to set up templates for Employee screen, Position screen, and Payroll Items. | |
Nov 16, 2022 | 9:00am-10:00am | Webinar | USAS | Disbursements | The disbursements training is designed to walk through the disbursements process in USAS. | |
Dec 2, 2022 | 9:00am-12:00pm | Webinar | USAS/USPS | 2022 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 8, 2022 | 8:00am-11:00am | NWOCA Training Center Archbold | Calendar Year End Work session *cancelled due to no registrations | Attendees MUST bring their own laptop. This session is an open session where individuals bring their calendar year end questions/work to our training facility. NWOCA Fiscal Services Team members will be available to answer questions. | ||
Dec 15, 2022 | 9:00am-10:00am | Webinar | USAS | Receipts & Refunds | The receipts & refunds training is designed to walk through creating receipts and refunds in the USAS system. | |
Jan 5, 2023 | 8:00am-11:00am | NWOCA Training Center Archbold | Calendar Year End Work session *cancelled due to no registrations | Attendees MUST bring their own laptop. This session is an open session where individuals bring their calendar year end questions/work to our training facility. NWOCA Fiscal Services Team members will be available to answer questions. | ||
Feb 9, 2023 | 9:00am-10:00am | Webinar | USAS | Budgeting Overview | The budgeting training is designed to give an overview on how to complete budgeting in the USAS system | |
Feb 23, 2023 | 9:00am-10:00am | Webinar | USAS | Budgeting Detail | The budgeting detail training is designed to take a closer look at options for completing budgets in the USAS system as well as some tips & tricks with generating spreadsheets. | |
Mar 9, 2023 | 9:00am-10:00am | Webinar | USPS/USAS | Pending Transactions | Review of the transaction types that are sent to USAS from USPS and how to follow through and post the transactions into USAS. | |
Mar 16, 2023 | 9:00am-10:00am | Webinar | 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 23, 2023 | 9:00am-10:00am | Webinar | USAS | Report Bundles | Review of creating report bundles. | |
May 4, 2023 | 9:00am-11:00am | Webinar | USPS | New Contract Training | Review of the steps to create New Contracts. | |
May 11, 2023 | 9:00am-10:00am | Webinar | Inventory | Inventory Transaction Processing FAQs *cancelled due to technical difficulties with inventory instance | Transaction Processing FAQs | |
May 18, 2023 | 9:00am-10:00am | Webinar | USAS | Misc Account Programs *cancelled due to no attendees | Mass add, Mass load accounts, Account Change and Budgeting Adjustments | |
May 25, 2023 | 9:00am-10:00am | Webinar | USPS | EMIS Year End Review | Review of EMIS data that is collected for the Final Staff and Course Submission. | |
Jun 2, 2023 | 9:00am - 12:15pm | Webinar | USAS/USPS/Inventory | Fiscal Year End Review | 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 15, 2023 | 9:00am-10:00am | Webinar | USPS | STRS Advance Review | Review of the STRS Advance and what to look at now to avoid issues at fiscal year end. |