PeopleSoft User Group - Boy Scouts of America · 09-12-2015 · •SellWise Year End Procedures...
Transcript of PeopleSoft User Group - Boy Scouts of America · 09-12-2015 · •SellWise Year End Procedures...
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PeopleSoft User Group
December 9, 2015
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User Group Agenda
• Refreshing your tree’s and Nodes• Budget Upload Process• Posted Detail Report• Year End Preparation
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Refreshing your Tree’s and Node’s
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Refreshing your Tree’s and Node’s
When was the last time you reviewed the tree and nodes you have set up?
• Review deferral status – has any events moved months• Add new projects• Use trees for reporting groups
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Tree’s & Node’s
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Tree’s & Node’s
• Adding Nodes
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Tree Manager
• Insert Child Node
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Tree’s & Node’s
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Tree Manager
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Tree Manager
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Posted Detail Report
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Posted Detail Report
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Posted Detail Report
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Posted Detail Report
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Posted Detail Report
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Posted Detail Report
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Year End Preparation
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Year End Preparation
• Current with Monthly Reconciliations• 1099 Preparation & Process• Recording Fixed Asset Additions/Changes• SellWise Year End Procedures• Membership Year End Close Procedures • Accounts Payables• General Ledger• Allocations
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Budget Preparation
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Budget Preparation• Chapter 14 of the user guide• Recorded webinar on Finance Impact Site www.scouting.org/financeimpact
• Tools available – Queries
• LC_ACTUAL_SPREADSHEET_FIS_YR• LC_BUDGET_FISCAL_YR – the starting point for budget
– Report • Detail Budget Analysis – Scope
– Run on 12‐31‐15– Provides current plus 2 years of history and budget
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Budget Preparation
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Budget Preparation
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Budget Preparation
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Budget Preparation
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Budget Preparation
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Budget Preparation
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Budget Preparation
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Budget Preparation
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Budget Preparation
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Budget Preparation
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www.scouting.org/financeimpact
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2016 Training Opportunitieswww.scouting.org/FinanceImpact/Training
• First Time Accounting Specialist Training – $625.00 Four courses in 2016 at ScoutingU
– Westlake, TX• Fiscal Management I
– $125.00 Six courses in 2016 at various Council offices around the country
• Fiscal Management II– $250.00 Two courses in 2016 – March 15‐16 & September 13 ‐14
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Member Care Contact Center
• Needs User Guide• Best practices • Accounting calls have a special queue• Three care members rotate on calls• Reviewing how calls will be handled next year
• For assistance, please contact the Member Care Contact Center through the online Support Center site in MyBSA or at (855) 707‐2644
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Feedback Time
• Questions• Best practices • Needs • Requests for future user group topics email [email protected]