Welcome to Join us for one of our Spring SSDT Direct sessions! We are excited, once again, to go 'on the road' and touch-base We’re excited to hit the road once again and connect with district staff who are using state software! We have . This April, we’ve scheduled three in-person sessions in April at the locations listed below. Please review the agenda items (below) that will be covered at each location. The resources linked below in the agenda is information that already exists in our wiki. During the session, our team will provide a deeper dive into each topic, using a live demo of the software, in order to explain the features in more detail, providing helpful tips and tricks along with the most effective and efficient way to use them. If you are interested in attending a session, registration is required so please click on a registration link below for your desired location. Session locations are open to any district
Each session will cover key agenda topics (listed below, with linked resources available in our wiki). Our team will provide an in-depth walkthrough of each topic using live software demonstrations, offering practical tips, tricks, and best practices to maximize efficiency.
If you’d like to attend, registration is required. Click the registration link for your preferred location to secure your spot. Sessions are open to all districts, but space is limited so we encourage you to register early registration!
Date | Hosting ITC | Training Location Address | To Register |
|---|---|---|---|
| OMERESA | Pritchard Laughlin Civic Center, 7033 Glenn Hwy, Cambridge, OH 43725 | |
| CONNECT | ESC of Northeast Ohio 6393 Oak Tree Blvd, Independence, OH 44131 | |
| NOECA | NOECA Offices, 219 Howard Drive, Sandusky OH |
If you need to cancel or change your registration, please contact Michelle Drewes at drewes@ssdt-ohio.org.
Please note important email notification below when registering for a session
USAS
(94/22 OMERESA: 1:00 AM PM - 124:00 PM)
Topic
Description
Resources
Transactions
A review of the Impacts of current and open/closed posting periods on transaction processing.
Let’s talk Invoicing:
Creating invoices
Changing the Invoiceable Status
Importing Invoices
Marking for Inventory
View file name 2024 Fall SSDT Direct-USAS.pptx SSDI Wiki:
You Tube FWF: Deeper Dive in AP Invoicing
ITC Overview ITC Overview: AP Processing
4/23 CONNECT: 9:00 AM - Noon
4/24 NOECA: 9:00 AM - Noon
(Topic | Description | Resources | ||
|---|---|---|---|---|
Account Filters | Review of how a district can create, assign account filters on users and how account filters are used in transactions and reports. |
| 1099 Corrections | We will review how a district can process their 1099 corrections in USAS. |
USPS
Activity Ledger | Discuss the many uses of the Activity Ledger. This is a powerful lookup tool that can help locate and review transaction data. This section will include a review of important fields to use when using the activity ledger and examples of how it can be used for interactive searching. |
|
Budgeting | Review of the Budgeting Process with a focus on using spreadsheets in Scenarios |
|
USAS Reports | How to generate canned reports, template reports and discuss when to use each type. Review functionality of reports that are based on transaction activity vs. account calculated totals. How to customize a Report Bundle to send desired reports on demand, at a specific interval, or upon an event like month close. |
|
USPS
4/22 OMERESA: 9:00 AM - Noon
4/23 CONNECT: 1:00 PM - 4:00 PM
4/24 NOECA: 1:00 PM - 4:00 PM )
Topic | Description | Resources | ||||
|---|---|---|---|---|---|---|
Voiding and Voiding/Reissuing Payments and Payables | What is the process of voiding and/or reissuing payments or payables and what is this affecting? |
| ||||
Core>Adjustments | A review of all of the adjustment options available and when to use those adjustments. |
| ||||
Employer Distributions | A deep dive into the employer distributions process - from start to finish - including Account Mapping. | Employer Distribution Document
| ||||
Contracts | A review of the new contract and mid-year contract processes and step through different contract situations. How does the system calculate the figures it does? Where do these figures come from? |
|