Teodora Buhteva and James Faw presented on new features and upcoming enhancements to Sparkrock Finance. They discussed over 200 new features implemented since the last user conference, including usability improvements, new modules, and customization reductions. Upcoming releases will focus on attributes, purchasing workflow, expense claiming improvements, and 8-dimensional support across more areas. Questions were invited at the end of the presentation.

1. What’s New and Coming Up in
Sparkrock Finance
Teodora Buhteva, James Faw
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TEODORA BUHTEVA
PRODUCT MANAGER, FINANCE
JAMES FAW
VP PRODUCT, CO-FOUNDER
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1. Introductions
2. What’s New
3. What’s Next
4. Questions
AGENDA
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WHAT’S NEW

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Sparkrock Finance & Workforce
Highlights Since Alliance 2017
288C R E A T E D
75/45S H I P P E D / P L A N N E D
IDEAS
205N E W F E A T U R E S
4/4R E L E A S E S /
S E R V I C E P A C K S
FEATURES
3/3N E W M O D U L E S /
N E W A D D - O N S
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General Ledger
Cash
Management
Budget
Management
Accounts
Payable
Accounts
Receivable
Inventory
Management
Purchasing
Asset
Management
Advanced
Financial
Reporting
Employee
Management
Position
Management
Benefit
Management
Online Expense
Claims
Online
Requisitions
Project and Grant
Accounting
Budget Planning Financial Analysis
Advanced
Document
Imaging
Time Clock
Time Entry
Training
Management
Employee
Scheduling
Absence
Management
Collective
Agreement
Management
Payroll
Administration
Employee and
Manager Self-Service
Advanced
Workforce
Reporting
Applicant
Management
FOUNDATIONMODULES
Appraisal
Management
Finance WorkforceADD-ONS
K12 Reporting Package (ON)
Frontline (AESOP)
Integration
Shift Trading
K12 Benefit
Integrations (ON)
Auto Fill Shift
eBase Integration
Work Orders (K12)
Cloud Buy (K12)
eSchool
Integration (SFE)
Apply to Ed (K12)
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USABILITY
IMPROVEMENTS
• Completed the conversion of all Employee Center pages to new
UI
• Improved new item create with the “Create/New” button
Employee Center menus
• Made it easier to analyze data with totalling based on selected
values across various pages
• Improved Jet Reports integration for General Journal imports
• Made data setup easier with Copy Dim Combination Sets
• Made POs and Receiving easier for end users with optimizations
to these Employee Center pages
EASE OF
SETUP/IMPLEMENTATION
• Created a function to set up all Standard Profiles/Role Centers
• Improved management of user names
• Improved accuracy of complex data setup but creating many
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REDUCE
CUSTOMIZATIONS
• Attributes/Custom fields
• Integration framework (Workforce)
• Standard Imports
BETTER CONTROLS
• Expense Claims approvals
• Approval on Budget Journal
• Recurring Journal Approvals
• Purchaser Order Tolerance Controls
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 C o p y D i m e n s i o n C o m b i n a t i o n
 P a g e t o t a l l i n g b a s e d o n f i l t e r s
 M a s t e r r e c o r d A t t r i b u t e s
Let’s have a look

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GENERAL LEDGER
• Made data setup easier with Copy Dim Combination Sets
• Made it easier to analyze data with totalling based on selected
values across various pages
• Increased controls but adding Approval Workflow to Recurring
Journals.
BUDGETING
• Increased support for all 8 Dimension in-line for Budget Journal &
Imports
• Improved the capabilities of the Budget Journal with
• Standard Journal Save and Copy to Budget Journal (similar to
General Journal)
• Budget Journal Approval Workflow
• Added attachments support for Budget Entries
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ONLINE REQUISITIONS
• Delivered many usability improvements including hiding unused
data and showing sections only when there is data
• Added the ability to removed budget information for specific EC
users.
• Simplified views to show only requisitions created or approved by
you (Mine)
• Added ability to filter the Purchase Invoices view by a date filter
• Improved document history views to allow users to access all
related documents from any starting point
POs & RECEIVING
• Added the Description and Amount fields to the Purchase Order
list
• Added an option to show only Purchase Orders with lines related
to Requisitions that I created (Mine)
• Improved the layout of Archived POs so that related document
versions are grouped together more intuitively
• Improved the flow of the Purchase Receiving process and the
fields on this page, to make the process more streamlined
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 E m p l o y e e C e n t e r – “ C r e a t e ”
 P u r c h a s e R e q u i s i t i o n s
 P u r c h a s e R e c e i v i n g
Let’s have a look

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ONLINE EXPENSE
CLAIMS
• Added a Approval Option for both Supervisor and Dimension
based Approvals rather than just one or the other.
• Added even more policy warning and handling for maximum
allowable amount per expense type
• Delivered more mandatory details settings by expense type to
improved quality of expense submissions
• Improved mileage data entry by adding a “Round Trip” selection
• Released an improved Excel corporate credit card import format
NOTE: Full process will be reviewed in “Taking the Frustration Out
of Expense Claims” session
FINANCIAL ANALYSIS
• Enhanced the Excel export with additional fields (External
Document No, Document Type, and Document Date and Details)
• Added support for all 8 Dimension in filtering, export and "More
Info" dialog.
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PURCHASING
• Delivered Role Center improvements with Buyer Specific “Activities”
• Added ability to have buyers pre-printed signatures on PO
• Released a Purchase Order document with improved Word Layout so
customer can make their own changes to the document
• Added Finance Requests “On hold” for future review capability of
Requisitions & Payment Requests
• Added the PR Type to Purchase Orders and Purchase Invoices to
help with reporting and searching
• Released Expense Type images with tool for mass uploading of
images
• Created a Contract register
ACCOUNTS PAYABLE
• Delivered A/P Batch support for multiple no. series for Invoices
• Released support for ACH EFT payment method with CTX
• Added W9 Expiry tracking
• Release support to view the PR Type with Get PO Line
• Added support for Purchase Invoice/Order tolerance warning and
approval mechanism
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 P u r c h a s i n g R o l e C e n t e r i m p r o v e m e n t s
 R e q u i s i t i o n , P a y m e n t R e q u e s t “ O n H o l d ”
 E x p e n s e Ty p e & I t e m I m a g e s
 P u r c h a s e I n v o i c e / O r d e r t o l e r a n c e w a r n i n g
Let’s have a look

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WHAT’S NEXT
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9.07 Highlights
41S H I P P E D
11C U S T O M E R S
IDEAS
63N E W F E A T U R E S
14F U N C T I O N A L
A R E A S
FEATURES
1N E W M O D U L E S
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FINANCE - RELEASE HIGHLIGHTS
General
• Attributes/Custom fields (Vendor, Customer, Item,
Expense Type, Bank Account, Fixed Asset, Project)
Purchasing
• Finance Requests “On hold” for future review capability
• PR Type on Purchase Order and Purchase Invoice
• Expense Type images with tool for mass uploading of
images
• Contract register
• Over budget approval on 8 dimensions
Purchase Order & Receiving
• Usability improvements on the Purchase Receipt page
Online Expenses
• Show dimension codes on the line
• Configure expenses and claims workflow
Accounts Payable
• Purchase Invoice/Order tolerance warning
Accounts Receivables
• Enter and print Details on Sales Invoices
General Ledger
• On screen totals
• Mass change posting date on Recurring Journal
• Dim Comb support for Cash Receipt Journal
• Using Incoming Documents for attachments
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FINANCE - RELEASE HIGHLIGHTS
Budgeting
• Supporting 8 dimensions
• Save Standard Journal
• Budget Journal approval workflow
• Attachments to budget entries
Financial Analysis
• Filtering on all 8 dimensions.
• Budget information on 8 dimensions
• The Net Change Export to Excel to include Details
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QUESTIONS
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THANKS!
Teodora Buhteva & James Faw
tbuhteva@sparkrock.com
jfaw@sparkrock.com
All presentations will be made available after the conference

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evaluations
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