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)  

  • Key Enterprise ERP Updates for your Organization

10:00-10:50 AM: Breakout 1 Sessions 

  • Breakout 1A: Budgeting 101 (CPE)
  • Breakout 1B: Overview of Accumulator Gross Verify (CPE)
  • Breakout 1C: Overview of the SaaS Migration Process (CPE)

11:00-11:50 AM: Breakout 2 Sessions 

  • Breakout 2A: Tips and Tricks for Efficient Payroll Processing (CPE)
  • Breakout 2B: Bank Reconciliation Manager Overview (CPE)
  • Breakout 2C: TSDS Reporting Need to Knows

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

1:00-1:50 PM: Breakout 3 Sessions

  • Breakout 3A: Vendor Access/FIN Roundtable
  • Breakout 3B: Employee Access/HCM Roundtable
  • Breakout 3C: SaaS Roundtable

2:00-2:50 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

Budgeting 101

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

Overview of Accumulator Gross Verify

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

Tips and Tricks for Efficient Payroll Processing

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

Bank Reconciliation Manager Overview

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

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:

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.

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.

Overview of Accumulator Gross Verify: In this session, we will discuss how the Accumulator Gross verify calculates and compares old gross amounts, new gross amounts, and how to reconcile both these gross amounts and the totals from quarterly and yearly reports.

Overview of the SaaS Migration Process: A member of the EERP SaaS Migrations team will be guest speaking to the importance and key factors of moving to a SaaS hosted environment.

Tips and Tricks for Efficient Payroll Processing: When it comes to Enterprise ERP, there is always more to learn! This session focuses on highlighting less known or underutilized functionality that drives significant value for you as a user of Enterprise ERP Payroll. Exact topics covered often change for this session, but some examples of what you can expect to hear about are Global functions within Payroll Earnings and Deductions, Proof options beyond the basic Error or Detail/Final Proofs, inquiry programs including Payroll Audit Inquiry and Global Audit Inquiry, and more.

Bank Reconciliation Manager Overview: Bank Reconciliation Manager is an optional alternative to "Classic" Bank Reconciliation which provides a more detail-oriented approach to reconciling transactions that have clered the bank. We will compare and contrast the two approaches in this session to highlight the advantages offered by the Bank Reconciliation Manager.

TSDS Reporting Need to Knows: This session will be led by Patience Stetson, Manager of the State Reporting Support team, and will cover TSDS Reporting configuration, processing and necessary record maintenance considerations.

Vendor Access/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!

Employee Access/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!

SaaS Roundtable: This session is devoted to open discussion amongst attendees regarding SaaS or System Administration-related 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.