Enterprise Justice: Financial Configuration Workshop

This workshop will improve your knowledge of financial configuration in Enterprise Justice. Walk through the steps for configuring financials for the Enterprise Justice program. Learn how to set up Accounts, G/Ls, Fee Codes and Fee Schedules. Learn how to make new fee rules and update existing fee rules. Discuss best practices for maintaining financial configuration and testing new fee schedules.

To gain hands-on experience, participants are encouraged to work within their own non-production environment during this course.

Agenda

Introduction to Financial Configuration

  • Setting Up Accounts in Financial Manager (Full OFM vs. Basic OFM) and matching those Accounts to G/Ls
  • Using Fee Categories to establish payment priorities
  • Setting up Fee Codes and writing basic Fee Rules*
  • Updating Fee Rules (new amounts, etc.)
  • Creating Fee Schedules
  • Best Practices for updating existing financial configuration in Enterprise Justice
  • *Basic fee rules will be configured. This course will not cover state specific fee configurations.

Additional Information

Note: Class size is limited to 30 attendees.

*To benefit from the hands-on nature of this workshop, students should have access to your non-Production Enterprise Justice environment.

Cancellation Policy: You may cancel up to 3 business days before your scheduled class. If you provide Tyler with less than 3 days’ notice, or fail to attend, you will be liable for the entire class fee. Session will be billed as per our Cancellation Policy.