Texas 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.
  • 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: Let’s Explore Electronic Employee Onboarding via Content Manager (CPE)
  • Breakout 1C: Troubleshooting Common Errors in TX TSDS Reporting (CPE)

11:00-11:50 AM: Breakout 2 Sessions 

  • Breakout 2A: Getting Started with Project Ledger (CPE)
  • Breakout 2B: Retro Payroll Processing – Letting Enterprise ERP Do the Payroll Calculations for Your Organization (CPE)
  • Breakout 2C: Double Trouble: Troubleshooting Common Errors in TX TRS Reporting (CPE)

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

1:00-1:50 PM: Breakout 3 Sessions

  • Breakout 3A: Financials Roundtable
  • Breakout 3B: Human Resources Roundtable
  • Breakout 3C: Roundtable for TSDS and TRS Reporting

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

Let’s Explore Electronic Employee Onboarding via Content Manager

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

Troubleshooting Common Errors in TX TSDS Reporting

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

Getting Started with Project Ledger

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

Retro Payroll Processing – Letting Enterprise ERP Do the Payroll Calculations for Your Organization

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

Double Trouble: Troubleshooting Common Errors in TX TRS Reporting

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

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: This opening session is designed to keep you up to date on the future of Enterprise ERP regarding versioning and technological changes. In this session, we will discuss Tyler’s transition to the Cloud and other important company updates.

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.

Let’s Explore Electronic Employee Onboarding via Content Manager: This session will focus on the Content Manager (CM)-Enterprise edition which offers an ERP-integrated onboarding workflow solution that allows you to digitally create and send packets of onboarding forms to new hires as part of a Enterprise ERP personnel action entry.

Troubleshooting Common Errors in TX TSDS Reporting:Join our State Reporting support expert in this session to learn how to easily resolve or address the most frequently encountered errors in the TSDS Reporting process.

Getting Started with Project Ledger: Project Ledger is an ideal solution for clients looking to track revenue and expenses tied to certain activities without adding additional accounts to the General Ledger. This session will cover the basics of Project Ledger, including a clear definition of what it is and how it is intended to be implemented, along with an overview of configuring the necessary components for its operation.

Retro Payroll Processing – Letting Enterprise ERP Do the Payroll Calculations for Your Organization: Join this session to learn more about the retro payroll processing functionality in Enterprise ERP. We will discuss the setup process, processing retroactive payroll records and best practices.

Double Trouble: Troubleshooting Common Errors in TX TRS Reporting: Join our State Reporting support expert in this follow up to today’s earlier session – in this session the focus will be learning how to easily resolve or address the most frequently encountered errors in the TRS Reporting process.

Financials Roundtable: This session is devoted to open discussion amongst attendees regarding Financials 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!

Human Resources Roundtable: This session is devoted to open discussion amongst attendees regarding 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!

Roundtable for TSDS and TRS Reporting: This session is devoted to open discussion amongst attendees regarding the TSDS and TRS Reporting topics covered in today’s earlier sessions. 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.