Rick Hilton Sr. Business Analyst April 23, 2018...© Tyler Technologies 2018 Forecast5 Integration • Draft budget projections and simulate “what-if” scenarios to make data-informed

20 GL/P&P Enhancements in 50 minutes

Rick Hilton – Sr. Business Analyst

April 23, 2018

© Tyler Technologies 2018

Close that Consumption Gap!

During this session, we'll review the top 20 enhancements incorporated into General

Ledger, Purchasing & Payables, and Warehouse modules over the last 18 months.


On-line Payments with EasyPay


Online Payments

• Better utilization of staff time

• Less foot traffic into the office

• Fewer people handling cash

• Increase automation/accuracy of deposits

• Allow parents to pay for fees 24 / 7 / 365


Online Payments with Tyler EasyPay

• Easy to implement and Free!

• Tyler EasyPay is a website application

• District Payment Forms Setup & Data Management

• Public Access for Fee Payments

• Merchant Gateway required for Payment Processing


EasyPay Application – Payment experience


Payment forms created for different payment fees/items are easily customized for:

• Layout

• Fonts

• Instructions

• Fee type/amount(s)

– Fixed Price

– Variable Price

– Open Amount

• Additional info fields

Payment Form


Extract Payment Data for Import to Infinite Visions2017.4


Filter Payment Submissions by Department


Download Payments as a .CSV file


In IVEE, Create Deposit – Select Get Web Payments


Browse to and upload file - Confirmation message


Deposit Ready to Edit and/or Post


Budgeting Enhancements


Additional Budget Notes2018.1


Additional Budget Notes

The notes will display in Budget Input, Budget Export and Budget Import grids.

Budget Input“Edit Detail” and “Display Budget Notes” will allow notes to be added/modified

2018.1



Budget Export (to Excel)

Budget Import (from Excel)

2018.1



Copy additional budget notes from one column to another!

Both columns (Copy From andCopy To) have to have theirbudget notes activated in orderfor the budget notes to copy!

2018.1


Position Budgeting – Display Position Category

Added the Position Category column to Position Budgeting grid display

2017.4


ForeCast5 Integration

2017.4


Forecast5 Integration

• Draft budget projections and simulate “what-if” scenarios to make data-informed decisions.

• Analyze financial data, develop budgets, create multi-year financial projections and visualize all of it.

• Analyze Compensation and Benefit trends

• View Revenue and Expenditure trends

• Identify relative performance against benchmark peers

• Evaluate Staffing Ratios and FTE trends by position

• Build custom reports

2017.4


Forecast 5 Integration

• No license required for this integration.

• Minor configuration required for the annual files.

• Just a few steps to create the required data files.

2017.4


Forecast 5 Integration2017.4


Grant Project Tracking Enhancements


Grant Project Tracking Enhancements

Grant Project Detail TransactionsAdded record type “ALL” and now displays Acct# and Description for record type = Adjusting JE’s.

Now you can see all transactions by Grant Project or Job.

2017.4


Grant Project Tracking Job Detail Report

The Job Detail Report can be run for “ALL” jobs

The Job Detail Report has new option to Print by Job/Account Summary

2017.4


Grant Project Job Detail Report Sample2017.4


GL Report WriterPublic/Private Report Security


GL Report Writer - Public/Private Report Security

In General Ledger Default Settings

• Select Report Manager to turn on the new Security Settings

• The settings will apply to IVEE and EIW.

2017.1


Access Type

• Public - Full Access• Public - Read Only• Private

NOTE: All reports will default to Public – Full Access

Owner

• The user that Creates or Copies the Report. Only the Owner can change the access type.

Shared

• Checked if access type = Private and the owner granted access to other users.

• If Unchecked, report is set to Private and only the owner has access to the report.

GL Report Writer – Public/Private2017.1


GL Report Writer - Access Type

• Public - Full Access

– Allows all Users/DAC Users Full Access to the GL Report.

• Public - Read Only

– Allows all users/DAC users to view and print the report only.

• Private

– Only the owner can edit the GL Report.

– The report can be shared with other users. Actions/Manage users Access. This will only be enabled when the Access Type is set to Private.

– The shared report will be Read Only for the shared users.

2017.1


GL Report Writer - Access Type2017.1


New eProcurement Options


eProcurement Set-Up - Now Client Managed

2018.1


eProcurement Set-Up - Now Client Managed

Set the eProcurement Provider on your Vendor record

2018.1


Send POs Electronically from iVisions Web Workflow


Send POs Electronically from iVisions Web Workflow

eProcurement PO’s can now be sent electronically through the web!

2018.1


Separate Freight Payment Option


Pay Freight Separately

• Freight charges on Purchase Orders may now be paid separately to a freight vendor during invoice processing.

• Vendor Maintenance has a new “Freight Vendor” setting to indicate which vendors will be eligible for separate freight invoice payments.

2018.1



Processing an invoice for a Purchase Order that has freight included.

2018.1



Zero out the Freight and accept the detail (total).

Save the invoice, but do not close the purchase order during save.

2018.1



• Add new Invoice to pay the Freight then select the same purchase order.

• Mark the Freight Invoice checkbox

2018.1



• Select the Freight vendor that applies.

2018.1



• Only the Freight amount is displayed in Payment Info. Item quantities and tax are zeroed out automatically. Verify/Accept amount (total) and save.

2018.1



• Invoices are tied to the same purchase order and viewable on the Invoice Processing grid, Reports, etc.

2018.1


Accounts Payable Invoice Funding Corrections



• User must be set to allow editing of account codes on invoices

2016.4


Accounts Payable Invoice Funding Corrections2016.4








• Journal Entry posting

2016.4





Requisition Email Alertsfor Alternate Approvers


Email Alerts for Alternative Approvers

• Designated Alternates for P&P Req Approvals now receive email alerts

2017.3


PO ReceivingDAC/Ship To Filtering Options


PO Receiving - DAC/Ship To Filtering Options 2017.2






Mobile PO Receiving


• PO Receiving using your mobile device

• Eliminates writing on the packing slip and re-entry

• No need to lug laptops or tablets around

• Just access your iVisions Workflow URL

Mobile PO Receiving2016.4


2016.4


WarehouseInventory Count/Reconciliation Utility


In Inventory Maintenance, filter the items you want to inventory and use the Action - “Create Inventory Reconciliation Report”. Name the record set.

2017.2


Items selected for inventory are generated into the Inventory Reconciliation grid. 2017.2


Items are displayed with Bin Location and Current Bin Quantity. Counted Quantities are entered directly on the editable grid. Stock variances are calculated and items flagged as counted.

2017.2


2017.2

Post Adjustments


The posting creates Adjustment records in Warehouse Transactions 2017.2


Warehouse RequisitionCopy to Next Year Option

2017.2


Copy to Next Year Option2017.2


Smart Grids Just Got Smarter

2018.2


Grid Display and Export Enhancements

• Preserve leading zeros in grid exports

• Grid Column Headers – Expand Header Row Height

• Display Sum of grid view Amounts

2018.2


2018.2Click Add Header Row to expand Column Header Height


2018.2Column Header Height Expands


2018.2Reduce Column Width - Column Header Labels will now stack


2018.2Display Sum of Column Amounts


2018.2With cursor in any column, click Sum Column. Displays Column label and Total Amount


Editing Saved Grid Layouts

2017.1


Editing Saved Grid Layouts2017.1














Report Scheduler


Report Scheduler

• Do you send the same reports to the same people on a regular interval?

• Do you run the same reports for yourself regularly?

• Do some reports just take a long time to run?

Get rid of that sticky note reminding you to run those reports!

Schedule the report and forget about it!

2016.4


Report Scheduler

• Available on almost all reports in EIW

– GL Report Writer, Financial Statements, Student Activities Report and more

2016.4


Report Scheduler

• Available on almost all reports in EIW

– GL Report Writer, Financial Statements, Student Activities Report and more

2016.4


Report Scheduler

• Reports are delivered to the Report Delivery Queue or to your email

2016.4


Report Scheduler

Important Setup Required!

2016.4


Report Scheduler - Security/Password Protection2016.4


Report Scheduler - Security/Password Protection2016.4


Documents

Rick Hilton Sr. Business Analyst April 23, 2018...© Tyler Technologies 2018 Forecast5 Integration • Draft budget projections and simulate “what-if” scenarios to make data-informed