2025 Spring SSDT Direct

2025 Spring SSDT Direct

Join us for one of our Spring SSDT Direct sessions! We’re excited to hit the road once again and connect with district staff using state software. This April, we’ve scheduled three in-person sessions at the locations listed below.

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.

Spring session registration is closed. If you attended a spring session, please take a moment to complete an evaluation form. We appreciate your feedback!

If you weren’t able to attend one of our spring sessions, we will be hitting the road again this October at three different locations. More information on the fall sessions will be provided later this summer in our newsletter.

Date

Hosting ITC

Training Location Address

To Register

Date

Hosting ITC

Training Location Address

To Register

Apr 22, 2025

OMERESA

Pritchard Laughlin Civic Center, 7033 Glenn Hwy, Cambridge, OH 43725

Closed

Apr 23, 2025

CONNECT

ESC of Northeast Ohio 6393 Oak Tree Blvd, Independence, OH 44131

Closed

Apr 24, 2025

NOECA

NOECA Offices, 219 Howard Drive, Sandusky OH

Closed

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

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USAS

4/22 OMERESA: 1:00 PM - 4:00 PM

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.

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

Adjustments

A review of all of the adjustment options available and when to use those adjustments.

Voiding and Voiding/Reissuing Payments and Payables

A review of all of the adjustment options available and when to use those adjustments.

What is the process of voiding and/or reissuing payments or payables and what is this affecting?

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 processes and step through different contract situations.  How does the system calculate the figures it does?  Where do these figures come from?