Oklahoma Enterprise ERP User Group Meeting

Please join us for an informative Enterprise ERP User Group Meeting! Here are some FAQs to review before you attend!

  • There is no cost to attend.
  • In the event of a canceled on-site meeting, a virtual one on the same day will be offered in its place.
  • Complimentary breakfast and lunch items will be available. Please let us know ahead of time if you have any food allergies for which we must accommodate.
  • Water will be available via refill station, we recommend bringing a water bottle to the meeting.
  • This live event will not be recorded or be available for virtual attendance.
  • Please send any additional questions to EERPStateUserGroup@tylertech.com
  • Attendance is limited, please let us know if you are unable to attend and we will cancel your registration or use the cancelation link below.
  • Need to cancel? Click here!

Agenda

8:30 - 9:00 AM: Check-in, Coffee, & Networking

9:00-9:50 AM: Morning General Session (CPE)  

  • Key Enterprise ERP Updates for your Organization

10:00-10:50 AM: Breakout 1 Sessions 

  • Breakout 1A: Utility Billing Tips and Tricks along with New Features
  • Breakout 1B: Budgeting 101 (CPE)
  • Breakout 1C: What’s New in Accounts Receivable

11:00-11:50 AM: Breakout 2 Sessions 

  • Breakout 2A: Bank Reconciliation Manager Overview (CPE)
  • Breakout 2B: Taking Personnel Actions to the Next Level (CPE)
  • Breakout 2C: Overview of the SaaS Migration Process (CPE)

12:00-1:00 PM: Lunch and Networking

1:00-1:50 PM: Breakout 3 Sessions

  • Breakout 3A: Accounts Receivable Roundtable
  • Breakout 3B: Employee Access Overview/HCM Roundtable
  • Breakout 3C: Vendor Access Overview/FIN Roundtable

2:00-2:50 PM: Breakout 4 Sessions

  • Breakout 4A: How to Self-Serve with Customer Tools and Enterprise ERP (CPE)
  • Breakout 4B: Enterprise Payments with Resident Access and Utilities Access Integration (CPE)
  • Breakout 4C: Utility Billing Roundtable

CPE Credit Information

Morning General Session

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

Budgeting 101

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Finance

Bank Reconciliation Manager Overview

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Finance

Taking Personnel Actions to the Next Level

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Personnel/HR

Overview of the SaaS Migration Process

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

How to Self-Serve with Customer Tools and Enterprise ERP

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

Enterprise Payments with Resident Access and Utilities Access Integration

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Finance

NASBA CPE Disclaimer

Attendees are eligible to earn 1 CPE credit for attending each eligible Breakout Session attended, for a total of 4 possible CPE credits for the entire User Group Meeting. Please note attendance will be verified for CPE credit. Live attendance for at least 50 minutes per CPE-eligible session is required.

Tyler Technologies, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.learningmarket.org. One CPE = 50 minutes of instruction

Complaint Resolution Policy

For more information regarding administrative policies, such as complaints and cancellations, Please contact: Enterprise ERP State User Group Information EERPStateUserGroup@tylertech.com

Session Descriptions:

Key Enterprise ERP Updates for your Organization: This opening session is designed to keep you up to date on the future of Enterprise ERP regarding versioning and technological changes. Following these updates, we will review exciting functionality in Financials, Payroll and Accounts Receivable to segue into the initial breakout sessions.

Utility Billing Tips and Tricks along with New Features: During this session we will review some of the features and functionality you may not be aware of in Enterprise ERP Utility Billing, highlighting areas to make your processing more efficient and flexible. We will also review some of the upcoming/newer features, as well.

Budgeting 101: Budgeting 101 will focus on the core steps involved in the budgeting process, including the creation of budget projections in Define/Start Budget Projection, budget entry and editing in Central Budget Entry, and rolling the budget with Roll/Factor/Merge Projection.

What’s New in Accounts Receivable: This developer-led session will highlight new features added to the Accounts Receivable module and how to implement them for best results in your organization.

Bank Reconciliation Manager Overview: Our focus in this session will be two programs available in Cash Management – Bank Reconciliation Manager and AP Payment Manager. Each are optional alternatives to existing programs and provide unique benefits in comparison.

Taking Personnel Actions to the Next Level: Now that you have mastered the basics in Personnel Actions, are you ready to kick it up a notch and explore more features and functionalities for Personnel Actions? This session will begin with a brief review of Personnel Actions basics to ensure you have those topics locked down, then we will explore Action Entry Templates, Checklists and Task Lists that can be used in conjunction with the PA process. You will learn how to utilize the templates to make Actions Entry easier for you and your team. Additionally, we will review ESS-initiated Actions processes – both manager and employee.

Overview of the SaaS Migration Process: In this session, an expert on the SaaS Migration team will detail the process of migrating Enterprise ERP clients from an on-permises configuration to a cloud-hosted configuration. If you are considering moving to a SaaS configruation for your organization or want to learn more about the process, this session is a good opportunity!

Accounts Receivable Roundtable: This session is devoted to open discussion amongst attendees regarding Accounts Receivable topics. While typically not ideal for troubleshooting ongoing issues, this is a great opportunity to inquire about approaches others take to various challenges with reporting needs or completing processes within Enterprise ERP. For the most fruitful discussion, come prepared with one or two topics you would like to learn more about or discuss!

Employee Access Overview / HCM Roundtable: Following a brief overview of Employee Access, this session is devoted to open discussion amongst attendees regarding Payroll or Human Resources topics. While typically not ideal for troubleshooting ongoing issues, this is a great opportunity to inquire about approaches others take to various challenges with reporting needs or completing processes within Enterprise ERP. For the most fruitful discussion, come prepared with one or two topics you would like to learn more about or discuss!

Vendor Access Overview/FIN Roundtable: Following a brief overview of Vendor Access, this session is devoted to open discussion amongst attendees regarding Financial topics. While typically not ideal for troubleshooting ongoing issues, this is a great opportunity to inquire about approaches others take to various challenges with reporting needs or completing processes within Enterprise ERP. For the most fruitful discussion, come prepared with one or two topics you would like to learn more about or discuss!

How to Self-Serve with Customer Tools and Enterprise ERP: Are you a regular on Tyler Community? Is Tyler Search in your bookmarks? Did you know our team offers free Enterprise ERP 101 webinars on a regular basis? Our focus in this session is ensuring you are up to date on all the latest resources available to assist you as a user of Enterprise ERP. Resources are constantly being updated and improved, so while you may be familiar with many, there may be some you do not know about!

Enterprise Payments with Resident Access and Utilities Access Integration: This presentation will highlight the Tyler Payments interface and include a demonstration of the Shopping Cart/Checkout process used by citizens. Additionally, we will review the integration with Resident Access and Utilities Access and some of the available administrative settings.

Utility Billing Roundtable: This session is devoted to open discussion amongst attendees regarding Utility Billing topics. While typically not ideal for troubleshooting ongoing issues, this is a great opportunity to inquire about approaches others take to various challenges with reporting needs or completing processes within Enterprise ERP. For the most fruitful discussion, come prepared with one or two topics you would like to learn more about or discuss!