CONFERENCE2014

AdminConnect – Finance at/for Schools Can I State: All CIMS Schools are now 100% on AdminConnect for finance operations. There is virtually NO need for CIMS Core … Get there!

• Review Account Lookup and Reporting• Printing and reporting less? • Admin reviewing their own details? • Trust the information? • Easy to understand?• Do you appreciate the scanned invoice and other documents being

attached/viewable?

• Show Wildcard @@@ lookup• Confirm you have previous year lookup AND should have also a GNL.570

previous year report• Remind staff that transaction detail can be downloaded• Using GNL.548 Search Report

CONFERENCE2014

AC – Review Purchasing Process • P/O Req entry at School based on what piece/scrap of paper? Is this fine to

continue to be left as is to the end user wanting ‘stuff’ EG: I want 2 staplers, dry erase markers (Black), and some regular letter envelopes.• Clerk – where to buy? What item to look for? Do you largely use for

standard items the Tender Items???? Does this work?????

• Discussion: Tender catalogue, using Bid Requests to create a P/O

• Input from Clerical OK? Any changes? Attach teacher scrap paper?

• Approval at Admin Level – Efficient/OK?

• Do you print the Req … thinking YES

CONFERENCE2014

AC – Review Purchasing Process • Second Stage of that P/O

• P/O Req gets approved and you are informed by Email .. What do you do with that email acknowledgement (keep, mark Req, nothing?)

• Goods arrive .. Pull P/O Req copy, indicate what items have arrived .. Use this to approve Invoice? Do you scan/attach the packing slip(s)?

• Approve Invoice for payment … THEN What to do with paperwork (Req, Packing slip) .. File in a box?

CONFERENCE2014

Challenges• Purchasing/School Challenges

• Annual/bulk orders versus just in time as you need .. Thoughts ????• Choosing to pay the person(s) through School books ….. Then require

reimbursement and accounting … Why the pressure to pay from schoolbooks ????

• People wanting to order online …. convenience of Online for large office/tender suppliers .. Thoughts

• ** Take a look at the new Stock Request item Search!

• QUESTION: Over time has your CIMS clerical work increased? • P/O’s, Stock Requests • Field Trips Work Orders • Permits J/E Requests• Scanning …. What can/should we be doing?

CONFERENCE2014

Admin Question

• QUESTION: Over time has your CIMS admin work increased? Is the online approvals etc. adding workload? What would you like to see changed?

• CONSIDERATION: Mobile Friendly APP For School Admin to approve P/O’s and A/P Invoices … goal here would be to speed up those transactions thinking they are accessing mobile in the car wash lineup, at a boring band concert …. Thoughts?