This session is primarily focused on year-end deadlines. @3:00 Parked Documents @5:40 Demo: How to Check for Parked Documents @10:30 Year-end Deadlines document in Sharepoint @18:56 Unused Airfare tickets @26:50 Guidelines and approval for staff travel @30:10 Question and Answer period @41:10 Carryforward of general funds
@3:55 Welcome / Year-end deadlines and processing; @14:30 Double-checking that invoices are paid; @23:27 Demo by Erika Stover - Checking to see if a payment was made; @30:17 Journal Entries for corrections and transfers @37:00 Upcoming survey of Ag SIMBA users @40:38 Demo by Craig Story on Faculty Reports (using Power BI)
RECORDING 2 from 5-27-2021 where Lesley discusses how to budget income using the Budget Update Excel template.
Pre-approval required for Travel; Reminders about Purchase Orders and Goods Confirmation Sharepoint site Cost Objects Dashboard Cleanup Project Training modules planned Unused airfare tickets
Whitney Fisher demonstrates how to create a shareable and easy to read summary of your SIMBA data using an Excel pivot table.
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
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.
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.
@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.
@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.
@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.
@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.
@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.
@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.
@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.
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.
@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.
