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

 

PSN Demo: Ask the Experts

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It’s your turn to ask the experts! PSN staff will be available to answer any questions you have about electronic payments and billings. Questions can be about the PSN system or can be general in nature, such as credit card requirements, transaction fees, PCI requirements, reducing/eliminating costs, increasing participation in eServices, integrating systems, reconciliation. Interact with your peers who can share challenges and successes in electronic services. Attend PSN’s two demonstrations for a chance to win a backpack cooler with something to cool!

 

None

VIEW DETAILS

10:10 am - 11:10 am

Class Block 2

 

Payroll Fundamentals

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  • Tax Cuts and Jobs Act
  • New W-4 changes
  • On demand pay

 

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

 

Executech Demo: Cybersecurity

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Making Cybersecurity a Priority Cybersecurity is a complex challenge facing every organization. Come learn from the experts at Executech about what you need to do to protect your data including:

  • Understanding the Threats
  • Security Software Protection
  • Email Security
  • Backup
  • Security Best Practices
  • How to Train Your Team

 

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

VIEW DETAILS

  • 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

 

NatPay Demo

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The Doculivery demonstration from NatPay will provide users insight on the features available such as: pay statements, tax forms, summary statements, invoices, and more. The Doculivery platform is customized for each client to promote easy end-user adoption and works seamlessly with current business processes.

 

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

VIEW DETAILS

  • 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

 

Xpress Bill Pay Demo

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Xpress Bill Pay now offers real-time payment posting with Caselle software! As Caselle’s Authorized and Preferred Online Payment Provider, we fully integrate with your Caselle software, giving your customers an easy and convenient way to pay online, over-the-phone (IVR), or at the counter. Xpress Bill Pay allows your customers to go paperless and view/pay online their utility bills, business licenses, court citations, file/pay sales tax returns, etc. Your customers can also make one-time payments, setup recurring automatic payments, receive email notifications when new bills are available and payments are made, etc. Your staff can receipt all utility and non-utility payments; electronically receipt bank bill pay checks; generate extensive reporting for transaction management, departmental revenue breakdowns, tracking customer usage, and bank reconciliation; and much more. We also offer Mobile, IVR phone, Bank Bill Pay Consolidation, Remote Deposit, Lockbox, and Custom Form solutions.

 

None

VIEW DETAILS

3:10 pm - 3:30 pm

Refreshment Break- Wednesday

3:30 pm - 4:30 pm

Class Block 5

 

Payroll Year End

VIEW DETAILS

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

 

General Ledger Best Practices

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

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

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Discussion on New and Upcoming Features

  • Payroll
  • Timekeeping
  • Human Resources

 

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

VIEW DETAILS

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

 

Online Timekeeping

VIEW DETAILS

  • Timesheet
  • Manager Reports
  • Supervisor Widgets
  • Department Timesheet

 

Xpress Bill Pay Demo (Repeat)

VIEW DETAILS

Xpress Bill Pay now offers real-time payment posting with Caselle software! As Caselle’s Authorized and Preferred Online Payment Provider, we fully integrate with your Caselle software, giving your customers an easy and convenient way to pay online, over-the-phone (IVR), or at the counter. Xpress Bill Pay allows your customers to go paperless and view/pay online their utility bills, business licenses, court citations, file/pay sales tax returns, etc. Your customers can also make one-time payments, setup recurring automatic payments, receive email notifications when new bills are available and payments are made, etc. Your staff can receipt all utility and non-utility payments; electronically receipt bank bill pay checks; generate extensive reporting for transaction management, departmental revenue breakdowns, tracking customer usage, and bank reconciliation; and much more. We also offer Mobile, IVR phone, Bank Bill Pay Consolidation, Remote Deposit, Lockbox, and Custom Form solutions.

 

None

VIEW DETAILS

10:10 am - 11:10 am

Class Block 2

 

Payroll Taxes/Calculations

VIEW DETAILS

  • Variables
  • Mandatory Deductions 
  • Benefits 

 

General Ledger and 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

VIEW DETAILS

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

 

Master Records

VIEW DETAILS

  • 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

 

Executech Demo: Moving to the Cloud

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Moving to the Cloud  You’ve heard about “the cloud”, now learn why you should move to it.  Learn all about moving to the cloud and understand the basics of:

  • Ditching the Server Room
  • Important Cloud Considerations
  • Replication vs Backup
  • Essential Cloud Products
  • Security
  • And More!

 

None

VIEW DETAILS

11:10 am - 11:30 am

Refreshment Break

11:30 am - 12:30 pm

Class Block 3

 

Human Resources Requests

VIEW DETAILS

  • 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 and Inquiry

VIEW DETAILS

  • 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

  • Accounts Payable Lookup
  • Setup Requisitions
  • Submit Requisitions
  • Approve Requisitions
  • User Security

 

NatPay Demo (Repeat)

VIEW DETAILS

The Doculivery demonstration from NatPay will provide users insight on the features available such as: pay statements, tax forms, summary statements, invoices, and more. The Doculivery platform is customized for each client to promote easy end-user adoption and works seamlessly with current business processes.

 

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

VIEW DETAILS

  • 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

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

 

General Ledger Forum

VIEW DETAILS

Discussion on New and Upcoming Features

  • General Ledger

 

PSN Demo

VIEW DETAILS

Want to see what your customers see? Want to know how you take control of your payment and billing data? Join PSN as they demonstrate customer payment portals—online, mobile app, IVR. As wells as showing you additional channels—text, card terminals, field app, Call Center. Then see how PSN converts traditional paper-based and cash payments into ePayments. View how a customer manages Auto-Pay, makes a Quick Pay and manages custom settings. Finally, explore how you can access and manage data, including customizing reports, blocking customers, emailing ebills, viewing real-time payments and deposits and how integrating with Caselle software works. See how all payments are consolidated for one deposit, thus one reconciliation. Attend PSN’s two demonstrations for a chance to win a backpack cooler with something to cool!

 

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

 

None

VIEW DETAILS