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Subscribe to the SSDT Newsletter by clicking here. Your email will be added to a distribution list.
Account Code Dimension Attention
USXS/Inventory Overview SessionsSSDT YouTube videos to help keep you in the know!
Recently we conducted USAS, USPS and Inventory overview sessions reviewing various processes in the software. The recordings are easily accessible on our SSDT YouTube channel by searching on ‘overview 2024’. Each overview recording covers a lot of material so we created chapters within each recording, allowing viewers to quickly navigate to a specific portion of the video to review a particular process. For a user new to the software or new to a specific process within the software, the chapters provide an excellent way to learn a process without getting too overwhelmed reviewing the entire recording. You can play, pause and review the chapter as many times as you’d like.
Displayed below is our recent Expenditure Process recording. In order to generate the chapter listing, you can click on the chapter title at the bottom of the video (highlighted below). It will then display the chapter listings to the right of the recording.
Image AddedYou may also find the chapter links in the description of each recording. Just click on the start time to review that portion of the training.
Image AddedIn addition to our overview sessions, the SSDT holds several "train-the-trainer' sessions with ITC fiscal support staff throughout the year. These sessions are recorded and posted to YouTube for anyone to review. If you are looking for videos for a specific application package (i.e. USAS), refer to the Playlists area on our channel where we provide a collection of videos by software application.
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Once you click on ‘View Full Playlist’, it will display a listing of trainings SSDT has conducted for that application with the most recent recording displayed at the top. You are just a click away from viewing a video
TIP: In each SSDT monthly newsletter, the USAS, USPS and Inventory YouTube playlist links are located in the top right section under the ‘Useful Links’ area.
Image AddedUseful links:
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Ready or Not, Here it Comes….the STRS Advance! June will be here before you know it! Please keep in mind it’s never too early to begin running and reviewing your STRS Advance reports - the Advance Fiscal Year To Date Report, Advanced Positions Report, Non-Advanced Positions Report. By generating and reviewing all three STRS advance reports now allow changes, if necessary, to be made before it’s too late. Helpful STRS Advance Resources: |
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Getting Ready for FYE - Options for Closing Purchase Orders If you have purchase orders that will no longer be needed or used, you may want to close these purchase orders so that the account encumbrances are not carried forward into FY2025. Depending on the Rules of your district, there are different options to close purchase orders.
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Remember … July 1 (FY25) requisitions may be prepared now! Once a future Posting Period has been Opened, users may enter future requisitions by using a future date. Therefore, your FY25 requisitions may be prepared now and dated in the future with a date such as 7/1/2024. Also keep in mind that a requisition, by default, does not require an account number; thus, allowing an account number to be added at a later date prior to the conversion to a Purchase Order. Upon conversion to a Purchase Order, USAS will convert these requisitions utilizing the date of the requisition (i.e. 7/1/2024) and the encumbrances will be posted as of that date, in July, against your FY25 budget accounts. |