PACE Community Training

This session will focus on setting up and utilizing the 1099 Manager to review and print various 1099 forms on paper and generate the appropriate e-file. Also included in this session, we will demonstrate how to make corrections and modifications to ensure 1099 and vendor accuracy prior to finalization.

Objectives

After completion of this class, participants will have the knowledge necessary to complete the 1099 process.

Prerequisite

Basic familiarity with Accounts Payable functionality

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

This session will focus on reviewing the enhancements found within the free Purchasing Plus addon. Included within this session, participants will become familiar with new features found in Contract Management, Inventory Management, and Bid Management. Participants will also see how this free add-on can be added to their environment via a simple system update.

Objectives

After completion of this course, participants will have gained the knowledge to add and utilize the Purchasing Plus add-on within their own environment.

Prerequisite

Basic familiarity with the Purchasing Module

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

This session will focus on reviewing the complete budget process from start to finish. Participants will gain a deeper understanding of how to use the Budget modules within Munis, including setting up budget projections, using Budget Central, and managing budget amendments and transfers. Additionally, the session will cover generating reports to streamline and simplify day-to-day budget tasks.

Objectives

After completion of this course, participants will have gained the knowledge to utilize the budget modules within their own environment.

Prerequisite

Basic familiarity with General Ledger & Budgets

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

This session will focus on both creating contracts and linking them with purchase orders, integrating both processes seamlessly. By the end of the session, participants will have gained familiarity or enhanced their knowledge in contract creation, preparing for year-end processes, and printing contracts to identify potential issues. Additionally, the session will cover rolling purchase orders for year-end preparation and explain the differences between budget carryforward methods, highlighting how they impact both contracts and purchase orders.

Objectives

After completion of this course, participants will have gained the knowledge to utilize both Contracts and Purchase Orders seamlessly within their own environment.

Prerequisite

Basic familiarity with Purchase Orders & Contracts

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

This session will focus on preparing for year-end and ensuring that the often-daunting year-end close process runs smoothly. By the end of the session, participants will have gained the knowledge needed to successfully close the year by using the Year-End Manager module, checking for errors, running reconciliation reports, and posting budget.

Objectives

After completion of this course, participants will have gained the knowledge to utilize multiple different modules within set up, in addition to closing the year.

Prerequisite

Basic familiarity with Settings, General Ledger, Budgets, Contracts, Capital Assets, Month End Manager, etc.

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

In this session, we will explore the management and configuration of Enterprise forms templates specific to Utility Billing (UB) and General Billing (GB). Participants will learn how to create .rtf files and understand the importance of document splitting for Delivery Definitions. This hands-on class aims to equip attendees with the skills needed to effectively manage and configure Enterprise forms templates for their billing processes.

Objectives

After completing this session, participants will be proficient in managing and configuring Enterprise forms templates, creating .rtf files, and implementing document split for Delivery Definitions.

Prerequisite

Please have access to Enterprise forms in a non-production environment.

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

This session dives into the intricacies of Payment Entry within Utility Billing, focusing on key processes that streamline payment handling. Participants will learn about cashiering batch preferences, default settings, and how to effectively search for bills using the shopping cart feature. We’ll also explore the payment entry process, including batch setup, entry screens, and tendering options. Additionally, the session will cover the integration with CSS/Utility Access, ensuring a comprehensive understanding of payment entry functionalities.

Objectives

After completing this session, participants will have a solid understanding of the following aspects of Payment Entry: cashiering batch preferences, payment entry processes, and the integration with CSS/Utility Access.

Prerequisite

Participants should have a basic understanding of General Billing or Utility Billing functionality, as well as access and permissions to Cashiering or Payment Entry.

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

This session focuses on the essential aspects of billing, covering processes such as Recurring Invoices, Miscellaneous Cash Receipts, and Accounts Receivable Reconciliation. Participants will learn how to create and manage recurring invoice templates and generate invoices efficiently. We’ll also explore how to handle miscellaneous receipts for revenue that does not require an invoice, as well as navigating the AR reconciliation process, especially the Define screen for Detail Receivable by Date.

Objectives

After completing this session, participants will gain a comprehensive understanding of Recurring Invoices, Miscellaneous Cash Receipts, and the AR reconciliation process within Utility Billing.

Prerequisite

Participants should have a basic knowledge of General Billing or Utility Billing functionality, including Invoice Entry and Proof or the Bill Run Process.

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

This session will concentrate on Billing Adjustments and Refunds within General Billing and Utility Billing. Participants will learn how to process adjustments for bills that originate from either General Billing or Utility Billing, covering both header and detail adjustments. The session will also delve into the refund process, with a particular focus on mass selection for bill refunds.

Objectives

After completing this session, participants will have a thorough understanding of how to perform billing adjustments and process refunds, including the techniques for handling bill runs, bill refunds, and bill adjustments.

Prerequisite

Participants should have a basic understanding of General Billing or Utility Billing processes.

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

In this session, we will cover the essentials of using the Field Sheet app for Utility Billing work orders. Participants will learn how to connect the app, filter and complete work orders efficiently, and apply best practices for customer actions such as Move In, Move Out, and Revert to Owner. This practical session aims to enhance participants' skills in managing work orders in Utility Billing using Field Sheet effectively.

Objectives

After completing this session, participants will be able to connect the Field Sheet app, filter and complete work orders, and apply best practices for customer actions within Utility Billing.

Prerequisite

Participants should have a basic understanding of Utility Billing processes and familiarity with work order management.

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

This session will focus on tax reporting and processing the W2 and 1099 R forms within Enterprise ERP.

Objectives

After completing this class, participants will better understand the setup needed to process the W-2 successfully and how to prepare the 1099-R records while complying with the reporting requirements mandated by the federal and state governments.

Prerequisite

Basic familiarity with Payroll Modules.

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

This session will focus on the process of configuring Time Entry, creating new batches, Time Entry options on how to add records and review report options.

Objectives

After completing this class, participants will better understand how to add, adjust, maintain and release time entry records for employees in Enterprise ERP.

Prerequisite

Basic familiarity with Payroll Modules.

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

This session will focus on the benefits of using position control and its various integration points.

Objectives

After completing this class, participants will better understand the Position Control functionality and setup in Enterprise ERP.

Prerequisite

Basic familiarity with Human Resources and Payroll Modules.

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

This session will focus on creating and maintaining annual or fiscal year Salary and Benefit Projections by simulating all the changes that would typically occur without affecting the Live data.

Objectives

After completing this class, participants will better understand how to forecast personnel expenses (wages and benefits) for an annual or fiscal year, which will aid the ability to make informed decisions and meet budgetary goals.

Prerequisite

There are no prerequisties for this session.

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

This session will focus on Personnel Actions Entry functionality, which allows users to initiate and process changes made to employee records without making direct entries into Live data.

Objectives

After completing this class, participants will have a better understanding of the setup needed to create a personnel action, how to create and post a personnel action, and how to report on the date once an action is posted.

Prerequisite

Basic familiarity with Human Resources and Payroll Modules.

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

This session covers introductory HUB functionality, including cards, pages, and general features. We’ll demonstrate creating a dashboard to streamline processes and improve efficiency, along with integrating HUB with a Centrals program.

Objectives

Participants will know the process of how create custom dashboards, edit existing pages, extract data from the HUB, and learn best practices with centrals programs.

Prerequisite

Access to the HUB interface within their EERP.

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

This session covers Tyler Deploy, including EERP updates, release notes evaluation, related product links, and useful info from Tyler Community.

Objectives

Participants will know how to update the EERP, where to find release notes, and provide best practices when updating the system.

Prerequisite

Access to Tyler’s Community website.

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

This session is focused on understanding what TRS is, where it fits in within Tyler’s reporting options, demonstrate the building process, and showcase various ways the data can be extracted from the report.

Objectives

Participants will understand what TRS is, what value it can provide to their institution, and gain a foundation to have meaningful discussion on where it could be used.

Prerequisite

Familiarity with data extraction from the EERP.

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

This session introduces users to custom form creation with Enterprise forms administration and applying it to a EERP process using a Enterprise forms delivery definition.

Objectives

Participants will learn to access Enterprise forms administration, create custom forms, set up delivery definitions, and export/import forms across environments.

Prerequisite

Familiarity with printing items generated by the EERP.

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

This session covers system admin functions, including RBAC best practices, EERP Scheduler, exporting permission data, and obtaining a comprehensive user menu access list.

Objectives

Participants will gain a high-level understanding of admin processes including RBAC, scheduling, and extraction of useful information when managing the EERP

Prerequisite

Familiarity with the EERP admin functionality.

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

Attendees are eligible to earn 1 CPE credit for attending each eligible Breakout Session attended, for a total of 5 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

For more information regarding administrative policies, such as complaints and cancellations, Please contact: Enterprise ERP PACE Information EERPPACE@tylertech.com