OCCMS Pay Equity Union Settlement Budget

Size: px
Start display at page:

Download "OCCMS Pay Equity Union Settlement Budget"

Transcription

1 OCCMS Pay Equity Union Settlement Budget Budgets in OCCMS... 2 Entering Legal Name of Your CMSM/DSSAB... 3 Entering General Ledgers (GLs)... 3 Producing and Viewing Cheque Requisitions... 5 Customizing Pay Equity Union Settlement Documents... 6 Assigning a Master Contract... 8 Pay Equity Union Settlement Schedules for Provider Sites Entering Pay Equity Union Settlement Budgets Viewing a Budget Summary Amending a Budget Deleting a Budget Pay Equity Union Settlement Standard Reports... 17

2 Budgets in OCCMS There are four Head Office budgets in OCCMS: 1. General Operating Grant 2. Special Needs 3. Resource Centre 4. Pay Equity Union Settlement Note: Fee Assistance is distributed by generating cheque requisitions which are created when the billing process has been completed for each Head Office. OCCMS: Pay Equity Union Settlement 2

3 Entering Legal Name of Your CMSM/DSSAB This is where you enter the legal name of your CMSM / DSSAB that will appear on documents. 1. From the Sys Admin drop-down list, select Municipality Settings. 2. In the CMSM/DSSAB field, enter the legal name of the CMSM / DSSAB. Entering General Ledgers (GLs) This is where you enter your GLs so that they appear on Cheque Requisitions and Standard Reports. 1. From the Sys Admin drop-down list, select Municipality Settings. OCCMS: Pay Equity Union Settlement 3

4 2. On the Navigation bar, click EFIS Other GLs. 3. Double-click the funding source that you want to enter a GL for. 4. In the GL Account field, add an account number and then click Save. Note: After the GL Account has been saved, this field cannot revert to blank. OCCMS: Pay Equity Union Settlement 4

5 Producing and Viewing Cheque Requisitions Cheque requisitions are produced in the current month (you cannot produce them prior to the first of the month). 1. From the Admin drop-down list, select Requisitions and Attendance Schedules. 2. Click Create Requisitions and Attendance Schedules. 3. Click OK and then click OK at the prompt. 4. Click View Requisitions. 5. Double-click each Provider Head Office to move it to the right hand box. 6. Click View Cheque Requisition Report. OCCMS: Pay Equity Union Settlement 5

6 Customizing Pay Equity Union Settlement Documents You can customize your budget documents to represent CMSM / DSSABs business practices. 1. From the Admin drop-down list, select Reports with Free Format Text. 2. On the Navigation bar under Budget Summary, click Pay Equity Union Settlement. 3. Click Edit to enter the Title, Signature Name, Signature Title and Signature that you want to appear on the Budget Summary. 4. Click Save. 5. On the Navigation bar, click Service Description and click Pay Equity Union Settlement. OCCMS: Pay Equity Union Settlement 6

7 6. Click Edit to enter the Title, Expense Type, Expense Definition and CMSM / DSSAB Notes that you want to appear on the Service Description. 7. Click Save. 8. Click Preview Sample to view Service Description / Budget Summary reports. OCCMS: Pay Equity Union Settlement 7

8 Assigning a Master Contract You must assign a master contract to a Provider Head Office in order to add a budget. 1. From the Search drop-down list, select Provider Head Office. 2. Enter your search criteria and then double-click the Provider Head Office. Notes: Name, Address, Contact and Phone Number fields appear on the Budget Summary. 3. From the Navigation bar, click Master Contract. 4. Click New. OCCMS: Pay Equity Union Settlement 8

9 5. In the Effective Date field, enter the date that you want to appear on your Budget Summary. This date is generally the start date that the CMSM / DSSAB contract with the Provider Head Office begins. 6. In the Approval Date field, enter a date (optional). For example, your CMSM / DSSAB may enter the date the contract is signed. 7. In the Expiry Date field, enter a date the Schedule expires (optional). 8. In the Clause field, enter contract details (optional). 9. Click Save. OCCMS: Pay Equity Union Settlement 9

10 Pay Equity Union Settlement Schedules for Provider Sites Pay Equity Union Settlement is not distributed at the Provider Site level and therefore Schedules are not available. OCCMS: Pay Equity Union Settlement 10

11 Entering Pay Equity Union Settlement Budgets Budgets are generally entered prior to the first of the next year. 1. On the Navigation bar, click Budget and click Pay Equity Union Settlement. 2. Click New. 3. Choose Year from drop down box. 4. Click OK. 5. Enter Comment (optional). 6. Click OK. OCCMS: Pay Equity Union Settlement 11

12 Field Year Amendment Effective Date Closure Date Amendment Effective Date Payment Method Updated Date Payment Schedule Pay Equity Union Settlement Non-Profit Increase / Decrease Description Defaults to the selected year Generated by system and will continue to increase until a new Master Contract is added Defaults to either January 1 or Effective Date of Master Contract. Change the Effective date, if necessary Entering a Closure Date causes the payments to be spread over the specified time period instead of over 12 months (optional) Defaults to either January 1 or Effective Date of Master Contract. Change the Amendment Effective Date, if necessary Defaults to Catch-up on next billing. Change Payment Method, if necessary System driven with today s date Defaults to Monthly. Change Payment Schedule, if necessary Defaults to $0.00. Enter $ s in Total Budget amount for Head Office Defaults to $0.00. Will update as Site s Information is saved 7. Enter in total Budget for Pay Equity Union Settlement Non-Profit. 8. Click Save & Close. OCCMS: Pay Equity Union Settlement 12

13 Viewing a Budget Summary The information entered will appear on the Budget Summary and Service Description which may be used in CMSM / DSSABs contracts. 1. From the Special Needs tab, click View Budget Summary. Field Schedule Agreement Date Amendment Effective Amendment Entered Amendment # Budget Period Previous Budget Approval Increase/ Decrease Current Budget Approval Description Retrieved from Reports with Free Format Text Retrieved from Master Contract Effective Date Retrieved from Budget Effective Date Retrieved from date Budget was entered Generated by system and will continue to increase until a new Master Contract is added Defaults to Effective Date and Dec. 31 st for the current year, unless Closure Date is entered Retrieved from Previous Budget Approval Displays changes from the previous budget and the current budget Retrieved from current budget 1 st - 4 th Quarter Current budget approval CMSM/DSSAB Name Retrieved from Sys Admin 2. Close the report and a second report appears. OCCMS: Pay Equity Union Settlement 13

14 Field Schedule Agreement Date Amendment Effective Amendment Entered Amendment # Budget Period Service Name Project Code Legislation Section # Expense Type Expense Definition Pay Equity Union Settlement Non- Profit CMSM / DSSAB Notes Description Retrieved from Reports with Free Format Text Retrieved from Master Contract Effective Date Retrieved from Budget Effective Date Retrieved from date Budget was entered Generated by system and will continue to increase until a new Master Contract is added Defaults to Effective Date and Dec. 31 for the current year, unless Closure Date is entered Child Care Pay Equity Union Settlement (Ministry Directive) A661 / A430 / Z376 (Ministry Directive) Pay Equity Act (Ministry Directive) 7.2(1) (Ministry Directive) Retrieved from Reports with Free Format Text Retrieved from Reports with Free Format Text Dollar values entered on the Site s Information section Retrieved from Reports with Free Format Text OCCMS: Pay Equity Union Settlement 14

15 Amending a Budget You can amend a budget before you generate the first payment. 1. On the Pay Equity Union Settlement tab, double click the Budget blue row. 2. Click Amend. 3. At the prompt, click one of the following: 1. Click Yes to increase the Amendment Number. 2. Click No to leave current Amendment Number. 4. At the prompt, enter in Comment if applicable. 5. Click OK. 6. Amend Information if applicable. 7. Click Save & Close. OCCMS: Pay Equity Union Settlement 15

16 Deleting a Budget You can delete a budget before you generate the first payment. 1. On the Pay Equity Union Settlement tab, click Delete. 2. At the prompt, click one of the following: 1. Click Yes to delete the budget. 2. Click No to Cancel. OCCMS: Pay Equity Union Settlement 16

17 Pay Equity Union Settlement Standard Reports R038 GL Summary Monthly and YTD Source is the Cheque Requisitions Displays Current Month expenditures by GL Displays Year-To-Date expenditures by GL May be used for reconciliation R063 Pay Equity Union Settlement Monthly and YTD Source is the Cheque Requisitions and Pay Equity Union Settlement Budgets Displays Annual Budget Displays Monthly Cheque Requisition Displays YTD Totals Displays Payment Schedule Amendments to the Budget will update this report within the year R090 Head Offices without a Budget for next year Source is the Pay Equity Union Settlement Budgets Displays Head Offices with a current Budget but no Budget entered for next year May be used to ensure all Budgets are entered prior to year end R103 EFIS Reporting (2.3) Expenditures Monthly and YTD Pay Equity Union Settlement line Source is the Pay Equity Union Settlement Budgets May be used for reporting R107 Cheque Distribution for Budget Payments Source is the Cheque Requisitions Categorized by Head Office Provider Type Displays all monthly expenditures for Provider Head Office Budgets by Funding Source OCCMS: Pay Equity Union Settlement 17

JIJIS EMPLOYER PORTAL USER MANUAL

JIJIS EMPLOYER PORTAL USER MANUAL JIJIS EMPLOYER PORTAL USER MANUAL Table of Content A. Change Password... 3 B. Change Company Info... 4 C. Submit Job Posting Request... 5 D. View Approved Job Posting... 8 E. Edit Approved Job Posting...

More information

MAS 90 Demo Guide: Accounts Payable

MAS 90 Demo Guide: Accounts Payable MAS 90 Demo Guide: Accounts Payable Vendors, invoice tracking, and check creation is a necessity of business. In this guide we will look at how vendors are set up, invoices are recorded, and checks are

More information

1. Invoice Maintenance

1. Invoice Maintenance 1. Invoice Maintenance Table of Contents Invoice Maintenance... 2 The Invoice tab... 3 The General Ledger Reference Accounts tab... 6 Click on 1. Invoice Maintenance from the Main Menu and the following

More information

ACS Version 10.6 - Accounts Payable

ACS Version 10.6 - Accounts Payable ACS Version 10.6 - Accounts Payable Table Of Contents 1. Accounts Payable... 1 Accounts Payable Overview... 1 Accounts Payable Startup Outline... 2 Procedures Outline... 2 Customizing Program Defaults...

More information

Knowledgebase Article

Knowledgebase Article Company web site: Support email: Support telephone: +44 20 3287-7651 +1 646 233-1163 2 EMCO Network Inventory allows you to manage alternative credentials to use while performing different

More information

Office 365 Employee Email San Jac Outlook 2013

Office 365 Employee Email San Jac Outlook 2013 Office 365 Employee Email San Jac Outlook 2013 Interface Overview 1. Quick Access Toolbar contains shortcuts for the most commonly used tools. 2. File tab (Backstage View) contains tools to manage account

More information

Microsoft Office 2010

Microsoft Office 2010 Access Tutorial 1 Creating a Database Microsoft Office 2010 Objectives Learn basic database concepts and terms Explore the Microsoft Access window and Backstage view Create a blank database Create and

More information

Introduction to Microsoft Access 2010

Introduction to Microsoft Access 2010 Introduction to Microsoft Access 2010 A database is a collection of information that is related. Access allows you to manage your information in one database file. Within Access there are four major objects:

More information

ACCOUNTING CS Report Options Comparison with Write-Up CS

ACCOUNTING CS Report Options Comparison with Write-Up CS ACCOUNTING CS Report Options Comparison with Write-Up CS and Trial Balance CS General information... 1 Print options... 2 Date, filtering, and sorting print options... 2 Regions and sections to include...

More information

Unit and Budget Planning using Strategic Planning Online

Unit and Budget Planning using Strategic Planning Online Unit and Budget Planning using Strategic Planning Online Planning in SPOL Log in to SPOL at https://fgc.strategicplanningonline.com/spolnet/ You must enter your user name and password to log in. If you

More information

Introduction to Microsoft Access 2013

Introduction to Microsoft Access 2013 Introduction to Microsoft Access 2013 A database is a collection of information that is related. Access allows you to manage your information in one database file. Within Access there are four major objects:

More information

Chapter 3.16: Archiving/Removing Terminated Customers

Chapter 3.16: Archiving/Removing Terminated Customers Chapter 3.16: Archiving/Removing Terminated Customers Overview The chapter will explain how to archive and remove customers from your system that have become inactive and/or terminated. The customers can

More information

Lesson Eight Using Accounts Payable (Suppliers)

Lesson Eight Using Accounts Payable (Suppliers) Lesson Eight Using Accounts Payable (Suppliers) Accounts Payable transactions can be entered in a variety of ways. Purchase Orders can be entered and printed to request products or services from your vendors.

More information

From the Start Page click on Create New Client. Alternatively, you can click on New Client within the Browse window on the left hand side

From the Start Page click on Create New Client. Alternatively, you can click on New Client within the Browse window on the left hand side Lead Management The purpose of this User Guide is to provide users with guidance on how to create and manage leads. The guide has been split into a number of sections for ease of reference: Creating a

More information

Bank Statement Reconciliation

Bank Statement Reconciliation Bank Statement Reconciliation Updated December 2015 Contents About Bank Reconciliation...3 Reconciling Your Account...3 Importing Users into SQL...3 Creating a Bank Account...4 Editing a Bank Account...5

More information

AR Part 1: An Introduction to Accounts Receivable

AR Part 1: An Introduction to Accounts Receivable AR Part 1: An Introduction to Accounts Receivable Table of Contents 1. Overview... 3 2. Searching for a Customer... 4 3. Transactions... 6 4. Raising a sales invoice... 7 5. Completing a Transaction...

More information

OUTLOOK 2013 - GETTING STARTED

OUTLOOK 2013 - GETTING STARTED OUTLOOK 2013 - GETTING STARTED Information Technology September 1, 2014 1 GETTING STARTED IN OUTLOOK 2013 Backstage View Ribbon Navigation Pane View Pane Navigation Bar Reading Pane 2 Backstage View contains

More information

This is a training module for Maximo Asset Management V7.1. It demonstrates how to use the E-Audit function.

This is a training module for Maximo Asset Management V7.1. It demonstrates how to use the E-Audit function. This is a training module for Maximo Asset Management V7.1. It demonstrates how to use the E-Audit function. Page 1 of 14 This module covers these topics: - Enabling audit for a Maximo database table -

More information

LTM Address - Maintain

LTM Address - Maintain LTM Address - Maintain Purpose: Employees will use the NH FIRST Employee Space to maintain addresses. Use the NH FIRST Rich Client to maintain addresses. 1. Click on the NH FIRST Rich Client icon. Login

More information

PCLaw Data Import Module

PCLaw Data Import Module Contents PCLaw Data Import Module About the Data Import Module Before You Begin Starting the Data Import Module Importing Clients and Matters Importing Contacts Importing Calendar and Telephone Events

More information

Lesson 07: MS ACCESS - Handout. Introduction to database (30 mins)

Lesson 07: MS ACCESS - Handout. Introduction to database (30 mins) Lesson 07: MS ACCESS - Handout Handout Introduction to database (30 mins) Microsoft Access is a database application. A database is a collection of related information put together in database objects.

More information

6 Managing Bank Accounts

6 Managing Bank Accounts 6 Managing Bank Accounts The Bank Account Screen allows you to add and maintain information for WinCruise bank accounts, including bank contact and account information, General Ledger accounts, checks,

More information

Go to Tools General Ledger Setup Ledger Codes and Tab 5: Ledger Codes

Go to Tools General Ledger Setup Ledger Codes and Tab 5: Ledger Codes Debit Card Functionality in FMS6 The SIMS Spring 2015 release introduced functionality to assist schools to record the use of debit cards to pay for goods and services. Prior to this release, payments

More information

ACCOUNTS PAYABLE SETUP

ACCOUNTS PAYABLE SETUP ACCOUNTS PAYABLE SETUP Mortgage Computer Ogden, Utah Contents - Updated September 9, 2013 General Ledger Setup... 4 Bank Accounts... 6 ScrolEx Setup... 10 General Ledger 3 General Ledger Setup This selection

More information

Outlook 2013 ~ e Mail Quick Tips

Outlook 2013 ~ e Mail Quick Tips The Ribbon: Home tab New Email to send a new mail New Items to send a new mail, a new appointment, a new meeting, a new contact, a new task, a new Lync Meeting Ignore to ignore a request Clean Up to clean

More information

Indiana Campaign Finance System Secure Site

Indiana Campaign Finance System Secure Site Indiana Campaign Finance System Secure Site Overview The Indiana Campaign Finance System is provided by the Indiana Election Division to enable campaign committees to manage contributions and expenditures,

More information

4myaccount! USER GUIDE

4myaccount! USER GUIDE 4myaccount! USER GUIDE TABLE OF CONTENTS Logging in for the First Time or After PIN Reset 3 Viewing Account Information in the Account Info Tab 8 Viewing Market Data in the Quotes & Market Data Tab 9 Financial

More information

Online Statements. About this guide. Important information

Online Statements. About this guide. Important information Online Statements About this guide This guide shows you how to: View online statements, including CommBiz Activity Statements (Billing summaries) and online statements for Transaction Accounts, Credit

More information

COP25- F&A Rate, Period and Exclusions Popup

COP25- F&A Rate, Period and Exclusions Popup COP25- F&A Rate, Period and Exclusions Popup Summary...1 Purpose...2 Screen Group...2 Account/CC Selection...3 F&A Rate, Periods and Exclusions Popup:...4 Report Generation...9 Page Access...9 Summary

More information

1.10 SUPPLY CLAIMS Produced by Plymouth Schools Accountancy Team 140 Updated August 2008

1.10 SUPPLY CLAIMS Produced by Plymouth Schools Accountancy Team 140 Updated August 2008 1.10 SUPPLY CLAIMS 140 CLAIMS PREPARATION SOFTWARE As FMS6 does not have the facility for the input of supply claims Devon have written some in-house software to cope with the missing functionality. It

More information

Oracle FLEXCUBE ATM User Manual Release 4.5.0.0.0 Part No E52127-01

Oracle FLEXCUBE ATM User Manual Release 4.5.0.0.0 Part No E52127-01 Oracle FLEXCUBE ATM User Manual Release 4.5.0.0.0 Part No E52127-01 ATM User Manual Table of Contents (index) 1. ATM... 3 1.1. ATM01 - ATM Bank Params Maintenance... 4 1.2. ATM02 - ATM Acquirer POS Id

More information

Transactions User Guide (Internet)

Transactions User Guide (Internet) Version Oct 2011 Pg 1 of 256 Table of Contents Purpose...5 1. Transaction Flow Overview...5 2. Bulk Import...6 2.1. Import...6 2.2. Batch Instructions...8 3. Create Transaction From Template...10 4. Copy

More information

The purpose of this User Guide is to provide users with guidance on the following:

The purpose of this User Guide is to provide users with guidance on the following: LEAD MANAGEMENT Introduction The purpose of this User Guide is to provide users with guidance on the following: Creating a Lead Importing Leads Managing Leads Completing a Lead Not Proceeding Re-opening

More information

MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS

MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS Last Edited: 2012-07-09 1 Access to Outlook contacts area... 4 Manage Outlook contacts view... 5 Change the view of Contacts area... 5 Business Cards view... 6

More information

Accounts Payable Workflow Guide. Version 11.2

Accounts Payable Workflow Guide. Version 11.2 Accounts Payable Workflow Guide Version 11.2 Copyright Information Copyright 2013 Informa Software. All Rights Reserved. No part of this publication may be reproduced, transmitted, transcribed, stored

More information

Rent Magic Documentation

Rent Magic Documentation Rent Magic Documentation Copyright 2004-2006 Rent Magic Software Inc. All Rights Reserved. Page 1 of 87 Table of Contents Rent Magic Documentation 1 Table of Contents 2 Getting Started 6 Quick Installation

More information

Check Writer Program

Check Writer Program Starting the Check Writer Program: Check Writer Program 1) You can start the Check Writer program from the main menu of your rating software by clicking on the button. 2) You should be prompted to enter

More information

Chapter 3 Claims June 2012

Chapter 3 Claims June 2012 Chapter 3 Claims This Page Left Blank Intentionally CTAS User Manual 3-1 Claims: Introduction Checks All payments must be supported by an approved claim. Claims should be prepared for every check to be

More information

Microsoft Access 2010 handout

Microsoft Access 2010 handout Microsoft Access 2010 handout Access 2010 is a relational database program you can use to create and manage large quantities of data. You can use Access to manage anything from a home inventory to a giant

More information

Oracle FLEXCUBE Security Management System User Manual Release 5.0.2.0.0 Part No E52129-01

Oracle FLEXCUBE Security Management System User Manual Release 5.0.2.0.0 Part No E52129-01 Oracle FLEXCUBE Security Management System User Manual Release 5.0.2.0.0 Part No E52129-01 Security Management System User Manual Table of Contents (index) 1. SMS... 3 1.1. 7011 - Event Log Inquiry...

More information

Directory of Personal Information Banks. Collection Tool Instructions

Directory of Personal Information Banks. Collection Tool Instructions Directory of Personal Information Banks Collection Tool Instructions March 2008 1) INSTRUCTIONS ON HOW TO USE THE COLLECTION TOOL On the Main Menu screen click on the Instructions button to read the instructions

More information

Objectives. Understand databases Create a database Create a table in Datasheet view Create a table in Design view

Objectives. Understand databases Create a database Create a table in Datasheet view Create a table in Design view Creating a Database Objectives Understand databases Create a database Create a table in Datasheet view Create a table in Design view 2 Objectives Modify a table and set properties Enter data in a table

More information

Olathe District Schools 1 of 11 GroupWise 7

Olathe District Schools 1 of 11 GroupWise 7 Olathe District Schools 1 of 11 GroupWise 7 Creating an email group To create and save a personal group: 1. Click on the toolbar. 2. Click the personal address book you want to add this group to. 3. Click

More information

Step 3. Clear Withdrawals, Data Entry Errors, and Bank Errors

Step 3. Clear Withdrawals, Data Entry Errors, and Bank Errors Reconciling Bank Statements If this is the first time you have reconciled a bank statement for this company, you must prepare your bank accounts. See Chapter 4, Setting Up Bank Services, for the procedure.

More information

Business Intelligence Accounts Payable Dashboard Job Aid

Business Intelligence Accounts Payable Dashboard Job Aid Business Intelligence Accounts Payable Dashboard Job Aid DASHBOARD AND DASHBOARD PAGES: DASHBOARD: Accounts Payable The data in the Accounts Payable dashboard is from the Cardinal Financial System Accounts

More information

WRITE-UP CS Adjusting Entry Procedures

WRITE-UP CS Adjusting Entry Procedures WRITE-UP CS Adjusting Entry Procedures Introduction This document highlights a few of the special features in Write-Up CS that can help make processing easier. On the following pages, we provide step-by-step

More information

Introduction to Microsoft Access 2007

Introduction to Microsoft Access 2007 Introduction to Microsoft Access 2007 Introduction A database is a collection of information that's related. Access allows you to manage your information in one database file. Within Access there are four

More information

Email Basics. a. Click the arrow to the right of the Options button, and then click Bcc.

Email Basics. a. Click the arrow to the right of the Options button, and then click Bcc. Email Basics Add CC or BCC You can display the Bcc box in all new messages that you compose. In a new message, do one of the following: 1. If Microsoft Word is your e-mail editor a. Click the arrow to

More information

SAP Business Intelligence ( BI ) Financial and Budget Reporting. 2nd Edition. (Best Seller Over 1,000,000 copies sold)

SAP Business Intelligence ( BI ) Financial and Budget Reporting. 2nd Edition. (Best Seller Over 1,000,000 copies sold) SAP Business Intelligence ( BI ) Financial and Budget Reporting 2nd Edition (Best Seller Over 1,000,000 copies sold) August 2009 Table of Contents Log In... 1 Initial Variable Screen... 4 Fund Center Hierarchy

More information

CHAPTER 1: CONSOLIDATION

CHAPTER 1: CONSOLIDATION Chapter 1: Consolidation CHAPTER 1: CONSOLIDATION Objectives Introduction The objectives are: Instructions for set up demo data. Explain the required setup in the consolidated company and subsidiaries

More information

Santa Cruz Contracts End User Guide

Santa Cruz Contracts End User Guide Santa Cruz Contracts End User Guide SunGard Public Sector 1000 Business Center Drive Lake Mary, Florida 32746 Phone: (800) 695-6915 Fax: (407) 304-1005 Web site: http://www.sungardps.com 2011 SunGard Public

More information

National Panchayat Portal (NPP) Managing Dynamic Website of Panchayats. http://panchayat.gov.in

National Panchayat Portal (NPP) Managing Dynamic Website of Panchayats. http://panchayat.gov.in Panchayat Enterprise Suite@ePanchayat National Panchayat Portal (NPP) Managing Dynamic Website of Panchayats http://panchayat.gov.in User Manual (NIC-PID-NPP-USER MANUAL1.0) No part of this document shall

More information

IMPORT GUIDE Checklist for Importing ASCII Client Data into CSA Using Microsoft Excel

IMPORT GUIDE Checklist for Importing ASCII Client Data into CSA Using Microsoft Excel IMPORT GUIDE Checklist for Importing ASCII Client Data into CSA Using Microsoft Introduction... 1 Filenaming guidelines... 1 File format requirements... 2 Formatting the ASCII data files using Microsoft...

More information

Web Intelligence User Guide

Web Intelligence User Guide Web Intelligence User Guide Office of Financial Management - Enterprise Reporting Services 4/11/2011 Table of Contents Chapter 1 - Overview... 1 Purpose... 1 Chapter 2 Logon Procedure... 3 Web Intelligence

More information

ACCRUAL ACCOUNTING WORKFLOW

ACCRUAL ACCOUNTING WORKFLOW ACCRUAL ACCOUNTING WORKFLOW TABLE OF CONTENTS COMPANY ACCOUNT NUMBERS... 2 POLICY ENTRY... 2 Agency Bill... 2 Direct Bill... 3 Transaction Detail... 3 CLIENT PAYMENTS... 4 Agency Billed Payment... 4 Direct

More information

Baylor Secure Messaging. For Non-Baylor Users

Baylor Secure Messaging. For Non-Baylor Users Baylor Secure Messaging For Non-Baylor Users TABLE OF CONTENTS SECTION ONE: GETTING STARTED...4 Receiving a Secure Message for the First Time...4 Password Configuration...5 Logging into Baylor Secure Messaging...7

More information

End User Reports. September 2013. Office of Budget & Planning

End User Reports. September 2013. Office of Budget & Planning End User Reports September 2013 Office of Budget & Planning Table of Contents 1. Access Report in Adaptive Planning... 3 2. Report Viewing... 3 3. Available Budget Reports... 5 Proposed FY14 Budget vs.

More information

6.0 Block Scheduling Guide

6.0 Block Scheduling Guide 6.0 Block Scheduling Guide 1 2 Table of Contents Accessing Dictionary to Create Blocks Adding Blocks in the Operating Room Dictionary Creating Blocks for Individual Physician or Physician Group Creating

More information

Table of Contents. Page Home.. 2. Balances & Holdings Balances & Holdings 3-4 Account Profile 5. Activity Account Activity...5

Table of Contents. Page Home.. 2. Balances & Holdings Balances & Holdings 3-4 Account Profile 5. Activity Account Activity...5 Table of Contents Page Home.. 2 Balances & Holdings Balances & Holdings 3-4 Account Profile 5 Activity Account Activity.....5 Portfolio Portfolio 6 Realized Gains/Loss..6-7 Trading Equity Order.. 8 Trading

More information

Blue Bear/SchoolBooks Transfers, Adjustments & Bank Reconciliation QR Guide

Blue Bear/SchoolBooks Transfers, Adjustments & Bank Reconciliation QR Guide Transfers and Adjustments Transfer Entry Use Transfers to move money between fund accounts (non-cash accounts). Transfers do not change the cash balance of any bank account. The Transfer Entry Both the

More information

Accounts Payable Workflow Guide. Version 12.0

Accounts Payable Workflow Guide. Version 12.0 Accounts Payable Workflow Guide Version 12.0 Copyright Information Copyright 2014 Informa Software. All Rights Reserved. No part of this publication may be reproduced, transmitted, transcribed, stored

More information

ASSET TRACKING SYSTEM

ASSET TRACKING SYSTEM ASSET TRACKING SYSTEM AUTOPACK PTE LTD Tel No: 62882112 Fax: 62883113 Autopack Pte Ltd Page 1 of 58 ASSET TRACKING SYSTEM... 1 AUTOPACK PTE LTD... 1 1. START UP... 3 2. MASTER ENTRY... 6 2.1. ADD/EDIT

More information

FORM FRAMEWORX. SharePoint 2013 App

FORM FRAMEWORX. SharePoint 2013 App FORM FRAMEWORX SharePoint 2013 App Contents 1. To Create New Form Step By Step Guide:... 2 2. To Create New Form using existing Template Step By Step Guide:... 7 3. To Fill a Form Step by Step Guide:...

More information

About SMART Practice Aids Disclosure

About SMART Practice Aids Disclosure About SMART Practice Aids Disclosure SMART Practice Aids Disclosure optimizes financial statement disclosure preparation and review. Use this automated tool to: Prepare a customized checklist of applicable

More information

Chapter 7: Historical and manual data entry

Chapter 7: Historical and manual data entry Chapter 7: Historical and manual data entry Historical data is comprised of transactions that are dated before the first transaction downloaded for a bank account. You can only enter historical data for

More information

When you have decided what to include in your signature, you will need to open the signatures and stationery dialogue box:

When you have decided what to include in your signature, you will need to open the signatures and stationery dialogue box: Signatures An email signature is a block of information which is added to the bottom of an email to give the recipient information about the sender. It functions in a similar way to using headed paper

More information

CORE Oklahoma. State of Oklahoma COR118 Accounts Payable Inquiry and Reporting Manual. Revised: October 1, 2007

CORE Oklahoma. State of Oklahoma COR118 Accounts Payable Inquiry and Reporting Manual. Revised: October 1, 2007 State of Oklahoma COR118 Accounts Payable Inquiry and Reporting Manual COR118 Accounts Payable Inquiry and Reporting Page 1 of 48 Authorized by: [_CORE_] Original Issue: [11/17/2003] Maintained by: [ Accounts

More information

Year End Closing 2013 Procedures for Sage 100 ERP. Martin & Associates

Year End Closing 2013 Procedures for Sage 100 ERP. Martin & Associates Year End Closing 2013 Procedures for Sage 100 ERP Martin & Associates MENU MAS 90 MAS 200 Order of Closing Order Own Closed Module 1 System Wide Backup 2 B/M Bill of materials 3 W/o Work order processing

More information

Updated 03/09/15 JKB 08:58 pm. Coats Employee Payment History Portal

Updated 03/09/15 JKB 08:58 pm. Coats Employee Payment History Portal Updated 03/09/15 JKB 08:58 pm Coats Employee Payment History Portal Overview 2 Employee User access to the Portal allows an Employee to update their Personal information, opt into Online W2 s, modify their

More information

Use of Amount Only Flags in ARC Guidance

Use of Amount Only Flags in ARC Guidance Use of Amount Only Flags in ARC Guidance In an effort to provide assistance in the use of the Amount Only option when processing requisitions in ARC, the below guidance is provided. The use of this option

More information

Chapter 4. Suppliers

Chapter 4. Suppliers Chapter 4 Suppliers 87 88 Create a New Supplier Click Suppliers at top bar of buttons on main screen. Click New Supplier. Suppliers section New Supplier This will bring you to the Supplier Wizard section.

More information

Closing the Month for Cash Accounting

Closing the Month for Cash Accounting Contents About Closing the Month for Cash Accounting Producing General Ledgers Reconciling the General Bank Reconciling the Trust Bank Performing End of Month About Closing the Month for Cash Accounting

More information

Business Intelligence General Ledger Dashboard Job Aid

Business Intelligence General Ledger Dashboard Job Aid Business Intelligence General Ledger Dashboard Job Aid DASHBOARD AND DASHBOARD PAGES: DASHBOARD: General Ledger DATA: The data in the General Ledger dashboard is from the Cardinal Financial System General

More information

Reference Manual Agresso Accounts Payable

Reference Manual Agresso Accounts Payable Reference Manual Agresso Accounts Payable Contents Project background...1 Why Agresso?...1 Viewing Supplier Details...2 Scanning Invoices...5 Load Invoices...5 Invoice Registration...7 Overview...7 Purchase

More information

INTEGRATED BUDGET INFORMATION SYSTEM (IBIS) USER GUIDE. Budget Code Form

INTEGRATED BUDGET INFORMATION SYSTEM (IBIS) USER GUIDE. Budget Code Form INTEGRATED BUDGET INFORMATION SYSTEM (IBIS) USER GUIDE Budget Code Form Page 1 TABLE OF CONTENTS 1. General Navigation 2. How to Create a New Budget Code 3. How to Edit an Existing Budget Code Page 2 General

More information

Click on Faculty & Staff Then Staff Resources. Click on Kiosk

Click on Faculty & Staff Then Staff Resources. Click on Kiosk Click on Faculty & Staff Then Staff Resources Click on Kiosk 1 Login For First Time Users without a password, you will want to click where the arrow is instructing you. When prompted, you must use your

More information

for Sage 100 ERP Purchase Order Overview Document

for Sage 100 ERP Purchase Order Overview Document for Sage 100 ERP Purchase Order Document 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered

More information

Remote Booking. Functionality Guide. Contents

Remote Booking. Functionality Guide. Contents Remote Booking Functionality Guide Contents Contents... 1 Introduction... 2 Configuration... 3 Creating a Rota Template for Remote Booking (provider organisations only)... 3 Amending a specific Rota for

More information

Basic Pivot Tables. To begin your pivot table, choose Data, Pivot Table and Pivot Chart Report. 1 of 18

Basic Pivot Tables. To begin your pivot table, choose Data, Pivot Table and Pivot Chart Report. 1 of 18 Basic Pivot Tables Pivot tables summarize data in a quick and easy way. In your job, you could use pivot tables to summarize actual expenses by fund type by object or total amounts. Make sure you do not

More information

Appendix A How to create a data-sharing lab

Appendix A How to create a data-sharing lab Appendix A How to create a data-sharing lab Creating a lab involves completing five major steps: creating lists, then graphs, then the page for lab instructions, then adding forms to the lab instructions,

More information

15R1 Enterprise Email Integration and Functionality

15R1 Enterprise Email Integration and Functionality Help Documents 15R1 Enterprise Email Integration and Functionality The integration of email within Enterprise allows Enterprise users to mirror their Microsoft Outlook. or other SMTP or IMAP email, including

More information

How Do I Upload Multiple Trucks?

How Do I Upload Multiple Trucks? How Do I Upload Multiple Trucks? 1. Log into account. Please see the How Do I Log into My Account? document (DOC-0125) for additional assistance with logging into PrePass.com. 2. On the Admin Home tab,

More information

FermiWorks Manage Life Events as an Employee

FermiWorks Manage Life Events as an Employee This document will help a Fermilab employee manage and process the necessary benefit transactions for life events that happen outside of the designated employee benefits open enrollment window. An employee

More information

CAQH ProView. Practice Manager and Provider Frequently Asked Questions

CAQH ProView. Practice Manager and Provider Frequently Asked Questions CAQH ProView Practice Manager and Provider Frequently Asked s *s related to the CAQH ProView Practice Manager Module begin on page 2. *s on the CAQH ProView system for providers begin on page 6. 1 P age

More information

The Conveyancer and PCLaw Quick Start Guide

The Conveyancer and PCLaw Quick Start Guide The Conveyancer and PCLaw Quick Start Guide Do you create your Statement of Accounts from The Conveyancer for all your real estate transactions? Do you or your bookkeeper then manually enter each of these

More information

TheFinancialEdge. Records Guide for Fixed Assets

TheFinancialEdge. Records Guide for Fixed Assets TheFinancialEdge Records Guide for Fixed Assets 101811 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

REP200 Using Query Manager to Create Ad Hoc Queries

REP200 Using Query Manager to Create Ad Hoc Queries Using Query Manager to Create Ad Hoc Queries June 2013 Table of Contents USING QUERY MANAGER TO CREATE AD HOC QUERIES... 1 COURSE AUDIENCES AND PREREQUISITES...ERROR! BOOKMARK NOT DEFINED. LESSON 1: BASIC

More information

Installing your certificate on your Mac

Installing your certificate on your Mac Installing your certificate on your Mac Choose your email software from the options below. Apple Mail Using Apple Mail Apple Mail 1 of 2 Step one Visit Comodo for your free secure email certificate by

More information

Affiliated Provider Billing/Coding

Affiliated Provider Billing/Coding Affiliated Provider Billing/Coding ED BILLING USING FIRSTNET Table of Contents Affiliated Provider ED Billing...2 icentra FirstNet...2 Accessing FirstNet...2 To access FirstNet:...2 Checking In as a Provider...2

More information

Products and Quotes using Exchange

Products and Quotes using Exchange Products and Quotes using Exchange Once you have completed the Protection/GI Fact Find in relation to the client s protection needs you can now proceed to quote the most appropriate product for your client.

More information

DIRECT DEPOSIT FOR STUDENT REFUNDS

DIRECT DEPOSIT FOR STUDENT REFUNDS DIRECT DEPOSIT FOR STUDENT REFUNDS Direct deposit is the University s preferred method of processing student refunds. Through this method, we are able to provide you with a fast and more secure delivery

More information

TRAINING GUIDE. Timesheet Administration

TRAINING GUIDE. Timesheet Administration TRAINING GUIDE Timesheet Administration Timesheet Administration The Timesheet allows you to track the hours you work and edit hours worked by yourself and the employees you supervise. In addition, you

More information

CHAPTER 2: INTERCOMPANY POSTINGS

CHAPTER 2: INTERCOMPANY POSTINGS CHAPTER 2: INTERCOMPANY POSTINGS Objectives Introduction The objectives are: Review the IC feature and prepare the database to complete Intercompany Postings. Explain the IC Partner Card and the process

More information

Posting a Job Order on SaskJobs For assistance call your Canada-Saskatchewan Career and Employment Services Office

Posting a Job Order on SaskJobs For assistance call your Canada-Saskatchewan Career and Employment Services Office Posting a Job Order on SaskJobs For assistance call your Canada-Saskatchewan Career and Employment Services Office 1. Access the job posting page on www.saskjobs.ca 2. Click on Employer Login 3. The login

More information

Rochester Institute of Technology. Oracle Training: Performing Inquiries and Requesting Reports in the Oracle Applications

Rochester Institute of Technology. Oracle Training: Performing Inquiries and Requesting Reports in the Oracle Applications Rochester Institute of Technology Oracle Training: Performing Inquiries and Requesting Reports in the Oracle Applications Table of Contents Introduction Lesson 1: Lesson 2: Lesson 3: Lesson 4: Lesson 5:

More information

Create a Job Requisition. Create a Job Requisition. Concept

Create a Job Requisition. Create a Job Requisition. Concept Create a Job Requisition Concept This document explains how a hiring manager can create and submit a requisition to create a job posting. Procedure Use this document to create a job requisition. 1. Click

More information

Topic: Adding Questions to the Question Library

Topic: Adding Questions to the Question Library Instructional Technology Services D2L Brightspace Faculty Help Topic: Adding Questions to the Question Library Moving questions into the Question Library from a previously made quiz allows you to re-use

More information

Crystal Reports Payroll Exercise

Crystal Reports Payroll Exercise Crystal Reports Payroll Exercise Objective This document provides step-by-step instructions on how to build a basic report on Crystal Reports XI on the MUNIS System supported by MAISD. The exercise will

More information

TheFinancialEdge. Records Guide for Accounts Payable

TheFinancialEdge. Records Guide for Accounts Payable TheFinancialEdge Records Guide for Accounts Payable 101212 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information