Ag Update Zoom Recording 3-25-2021

Approval of documents: verify justification/business purpose and correct GL; Internal Order request process; SIMBA Report demo of FM Budget vs Actual Details Report and FM Budget vs Actual Summary Report; Filemaker Server upgrade; ePAF (Personnel Assignment Form) preparation; Power BI reports

Ag Update Zoom Recording 2-25-2020

Form Approval demo/guidelines; Cost transfers and appropriate justifications; OPP work orders and job bills; Capital Equipment General Ledger (G/L) codes; Shop OnLion G/L codes, MPC Billing; COVID IO's; Airfare refunds through Anthony Travel; Data and reporting tools; Reminder about Help Tickets; Miscellaneous updates.

Ag Update Zoom Recording 1-28-2021

Internal Order (IO) Request process; Demo of BOBJ Expense report by person responsible; GL code listing update; How to resubmit forms that were returned; PO's with shipping cost; Updates and reminders.

Excel Training with SIMBA Data

Whitney Fisher demonstrates how to use Excel to help you summarized SIMBA data and create some great reports. This Zoom session was recorded on 12/10/2020.

Ag Update Zoom Recording 10-29-2020

@00:20 Project updates (PAF, RTF, Internal Order setup system); @06:17 Questions about the last Helpful Hints (Cash Journal discontinued, Depositing donations/gifts/field trial checks, Confirming invoices against PO); @15:38 Direct bill charges; @18:24 Forms requiring signature; @19:54 Internal order requests; @23:50 Getting setup as a vendor at other universities,W-9; @29:17 Budget update (base budgets for departments, carryforward); @34:40 Getting backup document details/forms from SAP/Concur; @38:45 Future SIMBA meeting structure; @53:44 Labor distribution approvals.

Ag Update Zoom Recording 10-1-2020

@01:15 Demo of how to look up vendor payments; @08:27 Demo of how to search for forms and look up workflow; @35:00 Demo of FM Budget vs Actual Report (in Business Object Launchpad) by Angela; @43:00 Update on Internal Orders; @53:00 Update on Grants Management.

Ag Update Zoom Recording 9-24-2020

@00:01:08 PO vs non-PO invoice vs Pcard (Payment Decision Matrix in GURU); @00:08:00 Labor Distribution and redistribution approvals, Effort Certifications; @00:22:45 Labor Distribution on wages / payroll transfer demo; @00:45:00 Demo of Grants report; @01:11:00 Demo of changing Document Type in Non-PO Subaward invoices.

Ag Update Zoom Recording 9-10-2020

@01:00 Direct billing invoices, Pinnacle (phone bills), @18:00 General Ledger (GL) Account codes, Demo for looking up GL Account codes in GURU @25:10 Grants Management updates @32:50 Upcoming SIMBA Training sessions @34:00 Moving wages through Labor Distribution (LD) @51:08 Looking up GL Account codes @53:00 Endowment Internal Orders (IO) @56:35 Shop OnLion Team carts.

Ag Update Zoom Recording 9-2-2020

@00:01:00 Interdepartmental billing: Internal Service Request (ISR) vs Journal Entry (JE) vs Purchasing card (P-card); @00:05:10 Demo of (Free Text) Shopping Cart focusing on important information to provide; @00:26:00 Demo of displaying the PO number of a Shopping Cart; @00:29:35 Demo of Journal Entry (JE) for interdepartmental payments, @00:41:47 Demo of Workflow lookup; @00:48:10 Missing workflow in SAP Concur; @00:50:35 Labor Distribution workflow @00:53:53 Grants Management update: Using the correct IO on grants.

Ag Update Zoom Recording 8-27-2020

@00:00:03 Master Data (Internal Orders) updates @00:03:01 Demo of FM Budget vs Actual by Fund Center and GL Transaction Report @00:44:07 Demo of making a Journal Entry for deposits @01:09:40 Labor distribution approval deadline @01:11:11 Budgeting down to Internal Orders @01:12:50 Grants Management updates.

Ag Update Zoom Recording 8-20-2020

@00:01:00 Purpose of ISR @00:03:45 Updating Vendor Addresses @00:05:40 Demo of Cash Journal Entry @00:49:19 Help Request Form @00:54:31 Journal Entries across Business Areas @00:55:22 Add or Changing Internal Orders @00:58:40 Endowments @01:01:32 Labor Distribution issues @01:10:18 Demo of Labor Distribution transfers @01:22:36 Salary Redistribution spreadsheet form.

GL Transactions Report - Credit Card Income - Zoom Demo 8-17-2020

Zoom recording to document and review a process for reconciling credit card income. This demo covers (1) Filtering on FY, Posting Period, Document Type (Y6) using the Filters at the Top; (2) Column Filtering by including and excluding of Document Header Text, GL Account; (3) Grouping of data by column for a summary view (4) Removing Columns from your report (5) Saving a report for re-use including adding it to your Home Screen as its own tile.

Ag Update Zoom Recording 8-13-2020

@00:01:25 Demo of Cost Objects Dashboard @00:36:00 Shop OnLion: entering GL codes, updating vendor addresses, processing new vendors, direct bills @00:49:00 Labor Distributions processing @00:54:10 Help Request form @01:00:30 Pre-authorized access to Shop OnLion @01:06:45 View status of vendor payment / finding check number @01:11:06 Changing GL codes in Shop OnLion.