South Carolina 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)  

  • Moving Forward with Enterprise ERP

10:00-10:50 AM: Breakout 1 Sessions 

  • Breakout 1A: Contract Management Overview (CPE)
  • Breakout 1B: General Billing Tips and Tricks (CPE)
  • Breakout 1C: No session available

11:00-11:50 AM: Breakout 2 Sessions 

  • Breakout 2A: Easy Resolutions for the Most Common W-2 Issues (CPE) 
  • Breakout 2B: Accounts Receivable Payment Processing (CPE)
  • Breakout 2C: No session available

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

1:00-1:50 PM: Breakout 3 Sessions

  • Breakout 3A: Financials & Human Resources Roundtable
  • Breakout 3B: Accounts Recievable Roundtable 
  • Breakout 3C: No session available 

2:00-3:00 PM: Afternoon General Session (CPE)

  • SSRS for Beginners

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

Contract Management Overview

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

General Billing Tips and Tricks

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

Easy Resolutions for the Most Common W-2 Issues

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

Accounts Receivable Payment Processing

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

SSRS for Beginners

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

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:

Moving Forward with Enterprise ERP: Join us in our opening session for important updates regarding the future of Enterprise ERP and Tyler Technologies, as well as review of various Enterprise ERP functions reflecting the modules represented in today’s breakout sessions.

Contract Management Overview: Contracts offer a more robust array of options for managing ongoing purchase agreements with vendors in comparison to standard Purchase Orders. While not a replacement to the processing handled by Purchase Orders, Contracts are a better option for organizations to use for a variety of scenarios. In this session we will explore the basic Enforcement Methods which distinguish the Contract Management module from POs and how to attend to basic maintenance and processing for Contracts.

General Billing Tips and Tricks: In this session our GB support expert will cover a variety of processes and settings that can be implemented to improve efficiency with the General Billing module. Some examples include options for Invoice Processing, when to Generate Invoices, and available wild cards that can be used to more effectively filter data sets.

Easy Resolutions for the Most Common W-2 Issues:It’s February and W-2s have gone out to employees, so the first hurdle is cleared – but cleanup for W-2s is common and there are several issues that many clients encounter which have easy solutions to implement. We will identify and explore the resolutions to these issues in this session.

Accounts Receivable Payment Processing: In this session, attendees will see the full life cycle of an AR payment from creation to posting. This will include some tips and tricks to streamline the overall experience, and will feature additional topics such as Reversals, Batch Proof Reports, and GB Deposits.

Financials & Human Resources Roundtable : This session is devoted to open discussion amongst attendees regarding Financials, Payroll and 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!

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!

SSRS for Beginners: SQL Server Reporting Services (SSRS) is a powerful tool which facilitates creation of custom reports that pull from data in the Enterprise ERP database. Configuring these reports requires some basic knowledge of the prerequisites, which we will cover in this session.