List Of Classes

Wednesday, October 9th

7:00 am - 8:15 am

Check In

7:00 am - 8:15 am

Breakfast- Wednesday

7:00 am - 4:30 pm

Vendor Exhibits

8:15 am - 8:45 am

Opening Session

9:00 am - 10:00 am

Class Block 1

 

Payroll Checklist

VIEW DETAILS

  • Checklist Basics:
    • Links 
    • Notes
    • Importing
  • Basic Steps
  • Batch Reports
  • Reports

 

Accounts Payable Checklist

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  • Enter Invoices
  • Selecting Invoices for Payment
  • Printing Checks
  • Vendor Inquiry
  • General Ledger Update

 

Utility Management- Daily Routines

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  • Billing Adjustments
  • Payment Adjustments
  • Setting Up New Accounts
  • Final Bills
  • Disconnects and Reconnects
  • Meter Changes

 

General Ledger and Payroll Interfaces

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  • Employee and Pay Code Allocations
  • Balancing Transmittal
  • General Ledger Options
  • Balancing Payroll Liabilities

 

Online Payroll/Human Resources

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  • Manager Reports
  • Profile
  • Notifications
  • Requests

 

Demo 1

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None

VIEW DETAILS

10:10 am - 11:10 am

Class Block 2

 

Payroll Fundamentals

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Accounts Payable Best Practices

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  • Recurring Invoices
  • Split Distributions
  • Importing Invoices
  • Approvals Setup
  • Vendor Setup
  • Accounts Payable Direct Pay

 

Utility Management - Monthly Routines

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  • Meter Reading
  • Delinquencies and Shutoffs
  • Billing Calculations
  • Printing Bills
  • Balancing Reports
  • Closing the Period

 

Asset Management

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  • General Ledger, Accounts Payable and Project Accounting Interfaces
  • Adding Assets
  • Disposing of Assets
  • Modifying Assets
  • Reporting/Inquiry

 

Utility Management/Cash Receipting/Community Development Forum

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Discussion on New and Upcoming Features

  • Utility Management
  • Cash Receipting
  • Community Development

 

Demo 2

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None

VIEW DETAILS

11:10 am - 11:30 am

Refreshment Break

11:30 am - 12:30 pm

Class Block 3

 

Payroll Positions

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  • Merge Positions
  • Multiple Positions
  • General Ledger Allocations
  • Paying Multiple Positions

 

Purchases and Requisitions

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  • Enter and Approve Requisitions
  • Enter and Approve Purchase Orders
  • Create Purchase Orders from Requisitions
  • Submit Requisitions Online
  • Approve Requisitions Online
  • Reporting/Inquiry

 

Utility Management Best Practices New Features

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  • Options
  • Service Defaults
  • Billing Processes
  • Check on Demand Interface

 

Document Management

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  • Overview of Cabinets/Drawers/Files
  • Zonal OCR Feature
  • Output Reports to Document Management
  • Inquiry/Data Entry Integration
  • Retention Schedules

 

Accounting Principles

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  • Debits and Credits
  • Applying Accounting Principles
  • Account Types
  • Common Financial Statements

 

Demo 3

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None

VIEW DETAILS

12:30 pm - 2:00 pm

Lunch-Wednesday

2:10 pm - 3:10 pm

Class Block 4

 

Payroll/Timekeeping/Human Resources Best Practices

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  • Leave Time
  • Pay Codes
  • Benefits
  • Employee Changes

 

General Ledger Checklist

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  • Journal Entries
  • Journal Templates 
  • Create Allocations
  • Bank Reconciliation
  • Checkout Errors
  • Reporting/Inquiry
  • Month-end Closing

 

Service/Maintenance Orders

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  • Service Order Creation, Modification and Completion
  • Service and Maintenance Order Reports
  • Online Work Orders
  • Service and Maintenance Order Notifications

 

Excel Add-in

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  • General Ledger Functions
  • Accounts Payable Functions
  • Project Accounting Functions
  • Payroll Functions
  • Utility Management Functions

 

Accounts Payable/Purchase Orders Forum

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Discussion on New and Upcoming Features

  • Accounts Payable
  • Purchase Orders

 

Demo 4

VIEW DETAILS

 

None

VIEW DETAILS

3:10 pm - 3:30 pm

Refreshment Break- Wednesday

3:30 pm - 4:30 pm

Class Block 5

 

Payroll Year End

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  • Government Updates
  • Withholding Limits
  • Balancing
  • Modify Employee
  • W-2 Corrections

 

General Ledger Best Practices

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  • Copy Journal Entries
  • Create Reversing Entries
  • Import Amounts
  • Journal Templates 
  • Journal Approvals
  • General Ledger Periods 
  • Reporting/Inquiry Features
  • Caselle Solar System

 

Cash Receipting

VIEW DETAILS

  • Categories and Distributions
  • Workspaces, Payment Types and User Maintenance
  • Daily Reports and Balancing
  • Payment Entry Options

 

System Management

VIEW DETAILS

  • User Security
  • Setup Groups
  • History/Management Tracking
  • Connect Online Web Service
  • Common IT Questions
  • Backup Procedures

 

Payroll/Timekeeping/Human Resources Forum

VIEW DETAILS

Discussion on New and Upcoming Features

  • Payroll
  • Timekeeping
  • Human Resources

 

Demo 5

VIEW DETAILS

 

None

VIEW DETAILS

Thursday, October 10th

7:30 am - 8:45 am

Breakfast- Thursday

7:30 am - 4:30 pm

Vendor Exhibits- Thursday

9:00 am - 10:00 am

Class Block 1

 

Human Resources Basics

VIEW DETAILS

  • Employee Actions
  • Reports
  • ACA Benefits
  • Task Lists

 

Accounts Payable Year-End

VIEW DETAILS

  • Vendor Setup
  • 1099 Reconciliation Report
  • Adjust 1099 Balances
  • Convert 1099 Information
  • Print 1099’s
  • Electronic Filing

 

Online - General Ledger

VIEW DETAILS

  • Account Watch List Widget
  • Account List
  • Budget Summary Widget
  • Budget Summary
  • Online Budget Setup and Submission

 

Business License/Tax

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  • Business License Setup
  • Renewals
  • Email Functionality
  • Billings
  • Business Tax Setup
  • Create Returns

 

Online Timekeeping

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  • Timesheet
  • Manager Reports
  • Supervisor Widgets
  • Department Timesheet

 

Demo 6

VIEW DETAILS

 

None

VIEW DETAILS

10:10 am - 11:10 am

Class Block 2

 

Payroll Taxes/Calculations

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  • Variables
  • Mandatory Deductions 
  • Benefits 

 

General Ledger & Utility Management Interface

VIEW DETAILS

  • Balancing Receivables and Cash Clearing
  • Balancing Deposit Liabilities
  • Setup Services/Rates: General Ledger Accounts
  • Cash Receipting: Utility Management Category Setup

 

Utility Management - Landlords

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  • Landlord Setup
  • Moving Tenants In/Out
  • Reflecting the Purchase/Sale of Property by Landlord
  • Landlord History in Customer Inquiry

 

Master Records

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  • Master Contacts
  • Master Properties
  • Banks
  • Departments
  • Miscellaneous Routines

 

Community Development - Permitting

VIEW DETAILS

  • Permit Types and Fees
  • Approval Processes & Workflow
  • Permit Process Overview
  • Online Inspections
  • Public Portal

 

Demo 7

VIEW DETAILS

 

None

VIEW DETAILS

11:10 am - 11:30 am

Refreshment Break

11:30 am - 12:30 pm

Class Block 3

 

Human Resources Requests

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  • Employee
  • Manager
  • Connect Online Notifications
  • Approval Process

 

Budgeting

VIEW DETAILS

  • Budget Levels/Journals/Periods
  • Budget Entry: Connect
  • Import Budget: miExcel
  • Budget Submission: Connect Online
  • Reporting/Inquiry

 

Utility Management - Organizational Setup & Inquiry

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  • Organization Setup
  • History Tracking
  • User Defined Fields
  • Customer Inquiry

 

IT Disaster Recovery

VIEW DETAILS

  • Protecting from Crypto/Ransomware
  • Send/Load Databases
  • Backup Suggestions
  • Backup Options
  • Offsite Backup Rotation

 

Online - Accounts Payable

VIEW DETAILS

 

Demo 8

VIEW DETAILS

 

None

VIEW DETAILS

12:30 pm - 1:45 pm

Lunch - Thursday

2:00 pm - 3:00 pm

Class Block 4

 

Payroll Reporting

VIEW DETAILS

  • Report Basics
  • Report Writer
  • Balancing Quarterly Reports
  • Pay Code Transaction

 

Managing a Capital Project

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  • Interfaces:
    • Accounts Payable
    • Asset Management
    • Materials Management
    • Payroll
    • Project Accounting
  • Job Setup
  • Job Closing
  • Activity Reporting

 

Utility Reporting

VIEW DETAILS

  • Report Customization
  • Table Relations
  • Report Writer
  • Reporting Features and Drill-down Capability

 

Caselle Advantage

VIEW DETAILS

  • User Security
  • Position-based Budgeting
  • Importing to General Ledger
  • Reporting

 

General Ledger Forum

VIEW DETAILS

Discussion on New and Upcoming Features

  • General Ledger

 

Demo 9

VIEW DETAILS

 

None

VIEW DETAILS

3:00 pm - 3:20 pm

Refreshment Break

3:20 pm - 4:20 pm

Class Block 5

 

Payroll/Timekeeping/Human Resources Best Practices (Repeat)

VIEW DETAILS

  • Leave Time
  • Pay Codes
  • Benefits
  • Employee Changes

 

General Ledger Best Practices (Repeat)

VIEW DETAILS

  • Copy Journal Entries
  • Create Reversing Entries
  • Import Amounts
  • Journal Templates 
  • Journal Approvals
  • General Ledger Periods
  • Reporting/Inquiry Features
  • Caselle Solar System

 

Cash Receipting (Repeat)

VIEW DETAILS

  • Categories and Distributions
  • Workspaces, Payment Types and User Maintenance
  • Daily Reports and Balancing
  • Payment Entry Options

 

Accounts Payable Best Practices (Repeat)

VIEW DETAILS

  • Recurring Invoices
  • Split Distributions
  • Importing Invoices
  • Approvals Setup
  • Vendor Setup
  • Accounts Payable Direct Pay

 

System Management (Repeat)

VIEW DETAILS

  • User Security
  • Setup Groups
  • History/Management Tracking
  • Connect Online Web Service
  • Common IT Questions
  • Backup Procedures

 

Demo 10

VIEW DETAILS

 

None

VIEW DETAILS