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Georgia FIRST Financials Financial Control & Reporting Birds of a Feather

Georgia FIRST 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.

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Georgia FIRST Financials Financial Control & Reporting Birds of a Feather

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  1. GeorgiaFIRST FinancialsFinancial Control & Reporting Birds of a Feather Julie Thompson Christy Todd Jason Beitzel Kelly Saxon

  2. Agenda • Open Q&A and Group Discussion • Upgrade Feedback and Q&A • IMHO…. • Budget Activity Reports • Encumbrance Reconciliation – ENCUMB vs. PO • Asset Management

  3. Open Q&A And Group Discussion

  4. GeorgiaFIRST Financial Upgrades • PeopleTools8.52 • 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?

  5. IMHO • Budget Activity Reports • Who’s using them? • Are they better? Worse? • What’s missing?

  6. 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?

  7. 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

  8. Asset Management • ITS is in the process of developing new “tools” to assist with AM reconciliation. • Probably new queries • Possibly a checklist

  9. Questions / Comments ?

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