Fuel Good 2018: Finance Management Pre-Conference Training
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With this presentation, learn how to become a master of Sparkrock's Finance solution.
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Fuel Good 2018: Finance Management Pre-Conference Training
- 2. #FUELGOOD18 Rhett Williams Master Finance Consultant Sparkrock
- 3. #FUELGOOD18 Agenda • Expense Categories and Expense Types • Using dimension to set up approvals • Budgeting • Handling different fiscal period ends for funding • We are upgrading from 2013 to 2016. • Set-up and using Service Items • Sales invoices and PO using Jet for Word • Fixed Assets A-Z
- 4. #FUELGOOD18 Expense Type Categories and Expense Types • Categories • Assists User • Used to filter on profiles and users • Expense types • Design for the user, not the accountant • From most simple to most complex
- 5. #FUELGOOD18 Setting up Approvals Using Dimensions • Can use up to all eight dimensions, but fewer the better • Amount approvals • Budget approvals • Dimension approval overrides
- 7. #FUELGOOD18 Different Fiscal Years for Different Funds • Don’t actually have to run close Income Statement • Either way deal with this in reporting • Jet Reports probably the best tool • Use separate companies • Use Business Units to do manual closing entries for funds that are not in sync.
- 8. #FUELGOOD18 Upgrade NAV 2013 to 2016 Best Practice • Process outline • Test • Test some more • Questions?
- 9. #FUELGOOD18 Set-up Service Items • Posting Groups • Create Items with dimensions • Create Price lists • Use • Additional analysis abilities
- 10. #FUELGOOD18 Jet For Word • Download Jet Express for Word and install • Create Custom layout • Import sample layout • Customize the layout • Select the custom layout for the report
- 11. #FUELGOOD18 Fixed Assets • Posting Groups and classes • FA locations • FA books • Depreciation methods • Half year rule • FA cards • TCA Posting • Buying assets from Request to Invoice • Amortizing and Reversing, Reclassification • Write downs and write offs • Disposals • Reports
- 12. #FUELGOOD18 THANK YOU! Rhett Williams rwilliams@sparkrock.com All presentations will be made available after the conference.
- 13. #FUELGOOD18 Please take 5 mins to fill out your session evaluations One lucky winner will win an Amazon Echo!
- 14. #FUELGOOD18 www.sparkrock.com @sparkrockinc Nonprofit, Human Services & K12 software to help you serve more people, with less effort, stress & expense.
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