FY2024 Fiscal Services Training
- Sara Glore
Listed below are trainings/webinars provided in fiscal year 2024 by the NWOCA Fiscal Services Department for our members.
Date | Time | Location | Application | Training Topic/Registration | Description | Recording & Supporting Documentation | Â |
|---|---|---|---|---|---|---|---|
Sep 21, 2023Â | 9:00am - 11:00am | Zoom | USPS | EMIS Checklist | A review of the EMIS Checklist for the Initial Staff and Course Collection | Â | |
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, 2023Â | 9:00am - 10:00am | Zoom | USAS | The Expenditure Process | Overview starting from Requisition, PO, Invoices, Payables, and Disbursements | Â | |
Oct 19, 2023Â | 9:00am - 10:00am | Zoom | USPS | Mid-Year Contract Change | Review of the Mid-Year Contract Change Program | Â | |
Oct 26, 2023Â | 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. | Â | |
Nov 9, 2023Â | 9:00am - 10:00am | Zoom | USAS | Report Generation Best Practices | Â | ||
Nov 10, 2023Â *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 | Â | |
Nov 16, 2023Â | 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. | Â | |
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, 2024Â | 9:00am - 10:00am | Zoom | USAS | Transfers and Advances | Â | ||
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, 2024Â | 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. | Â | |
Mar 7, 2024Â | 9:00am - 10:00am | Zoom | USAS, USPS | Report Bundles | Review of creating. updating and scheduling report bundles. | Â | |
Mar 28, 2024Â | 9:00am - 10:00am | Zoom | USPS | Outstanding Payables & Refund Processing | Review of Outstanding Payables and Refund Processing. | Â | |
Apr 11, 2024Â | 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. | Â | Â |
 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, 2024Â | 9:00am - 11:00am | Zoom | USPS | New Contracts | Review of the New Contract Program | Â | |
May 23, 2024Â | 9:00am - 10:00am | Zoom | USPS | EMIS Year End Review | Review of EMIS Year End Data | Â | |
| 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. | Â | |
Jun 6, 2024Â | 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. | | Â |