2024 Fall SSDT Direct

Welcome to our Fall SSDT Direct sessions!  We are excited, once again, to go 'on the road' and touch-base with district staff who are using state software!  We have scheduled three sessions in October 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, please click on a registration link below for your desired location.  Session locations are open to any district but space is limited so we encourage early registration! 

Date

ITC

Training Location Address

Registration

Cert. of Attendance

Date

ITC

Training Location Address

Registration

Cert. of Attendance

Oct 22, 2024

META Columbus

Educational Service Center of Central Ohio 2080 Citygate Drive, Columbus, OH 43219

Closed

Oct 23, 2024

MVECA

888 Dayton Street, Suite 102 Yellow Springs, OH 45387

Closed

Oct 24, 2024

SWOCA

3611 Hamilton-Middleton Road Hamilton, OH 45011

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

(9:00 AM - 12:00 PM)

Topic

Description

Resources

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

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.

SSDT Wiki: 1099 Corrections

YouTube: FWF 1099 Corrections

Newsletter: Vendor Adjustments

IRS General Instructions

Publication 1220

 

 

 

 

 

USPS

(1:00 PM - 4:00 PM)

Topic

Description

Resources

Topic

Description

Resources

Medicare Pickup over $200,00

This section will focus on the calculations over $200,000 and correcting Medicare errors

W2C steps

Review of creating W2C

Core>Adjustments

Review of when to use adjustments.

Outstanding Payables

Impacts of error adjustments and payable adjustments with outstanding payables, outstanding payable reports, and payable processing in general along with refunding a payroll item.