Financial Control and Reporting Birds of a Feather Session Agenda
This agenda outlines topics for the Financial Control and Reporting Birds of a Feather session, including open Q&A, upgrade feedback, budget activity reports, encumbrance reconciliation, asset management, and upcoming financial upgrades. Participants will discuss tools and processes related to financial management and explore questions regarding budget reports, encumbrance ledger management, and asset reconciliation.
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Presentation Transcript
GeorgiaFIRST Financials Financial Control & Reporting Birds of a Feather Julie Thompson Christy Todd Jason Beitzel Kelly Saxon
Agenda Open Q&A and Group Discussion Upgrade Feedback and Q&A IMHO . Budget Activity Reports Encumbrance Reconciliation ENCUMB vs. PO Asset Management
Open Q&A And Group Discussion
GeorgiaFIRST Financial Upgrades PeopleTools 8.52 UAT late Oct / early Nov Application Upgrade to PeopleSoft Version 9.2 Fit/Gap starting in January Any Questions or Feedback from Pre-Conference GeorgiaFIRST Financials Application Upgrade Preview and Demonstration Session?
IMHO Budget Activity Reports Who s using them? Are they better? Worse? What s missing?
IMHO Encumbrance Recon ENCUMB vs. PO Who understands the ENCUMB ledger build process? Who has balanced ENCUMB to their Purchase Orders? How are you doing it?
IMHO Encumbrance Recon PO Open Enc as of Acctg Period report BOR Menus > BOR Purchasing > BOR PO Reports > PO Open Enc as of Acctg Period BOR_KK_ENC_BAL_AS_OF_PD DETAIL_EN ledger balance as of an accounting period
Asset Management ITS is in the process of developing new tools to assist with AM reconciliation. Probably new queries Possibly a checklist
