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1 User Meeting May 2, 2011 • WFAS Conference • Davenport Hotel • Spokane WA Introductions Overview What’s New What’s Coming My Fire Rules Thanks for Attending!

User Meeting

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User Meeting. Introductions Overview What’s New What’s Coming My Fire Rules Thanks for Attending!. May 2, 2011 • WFAS Conference • Davenport Hotel • Spokane WA. Overview. What’s New in 2011. Customer base surpassed the “60” mark - PowerPoint PPT Presentation

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Page 1: User Meeting

1

User Meeting

May 2, 2011 • WFAS Conference • Davenport Hotel • Spokane WA

• Introductions

• Overview

• What’s New

• What’s Coming

• My Fire Rules

• Thanks for Attending!

Page 2: User Meeting

2

OverviewGanser Consulting LLC

www.ganserconsulting.com509.952.6193

BARS AccountingMain Module

BudgetPlannerMyRequestsPurchaseRequestsBudgetRequestsPayRequestseTimecards

PurchaseOrderBook

Transfer approvedpurchase requests

FirePayrollAll Pay Package

Volunteer Pay Package Custom Modules

BudgetViewerVendorViewer(included with Main

Module)

View POs

Select POs

Transferapprovedtim

ecards View budget

& transactions

Create next yea r's budget

Review budget requests for next year's budget

View vendor

info & history

HoursViewer(included with All Pay

Package)

View hours

by person ReceiptBook

CashViewer IssueWarrants BARSReporter

Transferdeposits

View & analyze

monthly cash flo w

Create, issue &redeem

warrant s

Create stateauditor report

Transfer payroll entries

FireCharts

Chart payroll

Chart funds

Designed for WashingtonState Fire Districts...Produce voucher or claim formsbased on your county requirements

Manage your budgets and cash flow

Process payroll for career, admin,commissioners and/or volunteers

Comply with Washington StateBARS Category 2 requirements

Web downloads for updates

Create the state auditor report incompliance with SAO requirements

Data conversion services available

Initial installation, configuration &training included

BARS AccountingMain ModuleFunds, accounts, budgets & vendorsVoucher, cash receipt, cost recovery& other transactionsBudget details or special tracking byvehicles, stations, grants, etcCounty voucher or claim forms/filesBalance to county reportsVendor historySummary/detail reports & 1099s

BARS ReporterCreate the state auditor report

BudgetViewerView current budget & transactionsAdd POs for encumbered view

BudgetPlannerCreate next year's budget

CashViewerView/analyze monthly cash flow

PurchaseOrderBookCreate & maintain POs

ReceiptBookRecord receipts, process deposits& produce invoices

IssueWarrantsCreate, issue & redeem warrants Create charts and/or export to Excel

PurchaseRequests

BudgetRequestsSubmit requests for next year's budget

Up to 3 levels of approvalsOver budget alertsGenerate & print POs

IRS, LEOFF & PERS built-inMaintain personnel info & codesEnter hours and/or points

All Pay PackageGross pay & employee deductionsEmployer contributionsBARS entriesEmployee accrualsDirect deposits

Volunteer Pay PackageGross pay & employee deductionsEmployer contributionsBARS entries

Reports for personnel, DRS, 941s,W2s & many more

Integrated Financial System for WA Fire Districts

Ganser Consulting LLC Copyright © 2003 - 2011

View vendor info & historyHoursViewer

Prepare POs, receipts, deposits,invoices & warrants

FirePayroll

MyRequests

FireCharts

VendorViewer

Ganser Consulting LLC Copyright © 2003 - 2011

Ganser Consulting LLCwww.ganserconsulting.com

509.952.6193

PayRequestsView pay info

Import from eTimecards or othertimekeeping/scheduling systems

eTimecardsPrepare, approve & transfer timecards

Submit purchase requestsReview budget requests

View pay info

Page 3: User Meeting

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• Customer base surpassed the “60” mark

• Minor updates including changes to Other Transactions, addition of County field, updates to IRS & DRS rates, etc

• Major update to BARSReporter• Reserved & unreserved beginning balances*• Reserved & unreserved ending balances*• Debt IDs*• Compensated Absences*• Monthly financial report option

* SAO retroactive requirements for 2010

What’s New in 2011

Page 4: User Meeting

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What’s Coming in 2011

• PayRequests (new)• Online retrieval of pay stubs• Online retrieval of accrual balances (i.e. sick bank,

vacation bank, etc)• eTimecards (new)

• Online entry by personnel• Automatic routing for approval and submission to

FirePayroll• Integrated with PayRequests to provide “up to the

minute” accrual balances• BARSReporter (2011 SAO update)

• Restrictions on use of Special Revenue Fund classification

• Roll-ups (consolidations) for multiple General Expense Funds

• Integration with SAO’s “next generation” online submission

Page 5: User Meeting

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Add-on Solutions for ZOLL/Sunpro FireRMS• Validation

• Data Quality for Incidents, Patients, Occupancies & Training

• Better data means better analysis

• Metrics (pivot tables in a box)• Data Analysis for Incidents, Patients, Occupancies,

Hydrants, Training & Personnel• Better analysis means better decisions

• Billing• Inspection & permit info automatically extracted to our

Billing Toolkit for invoicing• Reimbursements from MVAs & hazmat incidents

automatically extracted and forwarded to EF Recovery for billing

• www.myfirerules.com for more info

Page 6: User Meeting

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Thanks for Attending!

• Hope to see you all next Fall

• Contact Info• Stewart Ganser, CPA• 509-952-6193• [email protected]