Overview
List of Classes
Previous Years

List of Classes

Tuesday Schedule

    Tuesday, October 10th, 2023

  • 9:00 am - 10:00 am MST Class Block 1
  • Utility Management Daily Routines View Details
    • Billing Adjustments
    • Payment Adjustments
    • Setting Up New Accounts
    • Final Bills
    • Disconnects and Reconnects
    • Meter Changes
  • Accounts Payable - Basics View Details
    • Vendor Options
    • Creating Invoices
    • Payments
      • New Check Screen
    • Reporting
    • Miscellaneous Routines
  • Accounts Receivable View Details
    • Generating Invoices
      • Enter Invoices
      • Create Recurring Billings
      • Importing Invoices
    • Account Adjustments
      • Write-off’s
      • Payment Adjustments
      • Credit Memos
    • Reporting and Balancing
    • Checkout Errors
  • Managing Capital Projects View Details
    • Accounts Payable
    • Project Accounting
    • Asset Management
    • Materials Management
    • Activity Reporting
  • Payroll Checklist View Details
    • Modifying the Checklist
    • Employee Setup
    • Basic Steps
    • Reports
  • Xpress Bill Pay Demo View Details
  • 10:10 am - 11:10 am MST Class Block 2
  • Utility Management Monthly Routines View Details
    • Meter Reading
    • Billing Calculations
    • Printing Bills
    • Balancing Reports
    • Closing the Period
  • Accounts Payable - Advanced (CPE) View Details
    • Approval Process Setup
    • Importing Invoices
    • Recurring Invoices
    • Split Distributions
    • ACH Direct Pay
      • New Email Functionality
    • Document Management and Revver Interface
  • miExcel Add-In (CPE) View Details
    • General Ledger Functions
    • Accounts Payable Functions
    • Payroll Functions
    • Utility Management Functions
  • Forms Designer View Details
    • Updates to Form Reports
    • Form Exports
    • Overview of the New Designer
    • Utility Management Delinquent & Shutoff Notices
    • AP Checks
    • Payroll Checks
    • Community Development Forms
  • Payroll Setup View Details
    • Employee Defaults
    • Pay Code Settings/Taxes
    • Deductions by Period
    • Custom Calculations
      • Mandatory Deductions (Garnishments, Levies, Child Support)
      • Benefits (LTD, Retirement, Group Term Life, Longevity)
  • Nuvei Demo View Details
  • 11:30 am - 12:30 pm MST Class Block 3
  • Utility Management Best Practices View Details
    • Service Defaults
    • Billing Processes
    • Check on Demand Interface
    • Utility Deposits
    • Landlords
  • Accounts Payable Year End View Details
    • Vendor Setup
    • 1099 Reconciliation Report
    • Adjust 1099 Balances
    • Convert 1099 Information
    • Print 1099’s
    • Electronic Filing
  • Document Management Interface View Details
    • Document Workflow
    • OCR Scanning
    • Document Storage and Lookup in Caselle
  • Connect Features View Details
    • Checklists
    • Organization and User Settings
    • Grid Features
    • Defaults
    • Restricted Fields
    • Stop Fields
    • User-Defined Fields
  • Payroll Advanced - Annual Steps (CPE) View Details
    • Bonus Checks
    • Fringe Benefits
    • Gross Up Checks
    • Employee Changes
  • Doculivery Demo View Details
  • 2:10 pm - 3:10 pm MST Class Block 4
  • Service & Maintenance Orders View Details
    • Service Order Creation, Modification and Completion
    • Service and Maintenance Order Reports
    • Online Work Orders
    • Mobile App for Work Orders
  • General Ledger Basics View Details
    • Journal Entries
    • Bank Reconciliations
    • Cash Allocations
    • Checkout Errors
    • Reporting
  • Public Portal Business License View Details
    • Login/Dashboard
    • Public Portal Templates
    • Linking, Adding, Editing Businesses
    • Manage Pending Businesses
    • Manage Pending Business Changes
  • System Management View Details
    • User Security
    • Groups
    • History/Management Tracking
    • Connect Online Web Service
    • Common IT Questions
    • Backup Processes
  • Payroll Balancing (CPE) View Details
    • Balancing
      • Period
      • Monthly
      • Quarterly
      • Annual
    • Using Payroll Reports
  • ClearGov Demo View Details
  • 3:30 pm - 4:30 pm MST Class Block 5
  • Cash Receipting View Details
    • Categories and Distributions
    • Workspaces, Payment Types and User Maintenance
    • Daily Reports and Balancing
    • Payment Entry Options
  • General Ledger - Advanced Routines (CPE) View Details
    • Journal Templates
    • Copy Journal Entries
    • Create Reversing Entries
    • Approval Process Setup
      • Journal
      • Budget
    • Account Balancing and Lookup
      • Reports
      • Inquiry
    • Interest Allocations
  • Asset Management (CPE) View Details
    • Interfaces with General Ledger, Accounts Payable, Project Accounting
    • Importing and Pending Asset Changes
    • Disposing of Assets
    • Modifying Assets
    • Reporting
  • Purchases & Requisitions View Details
    • Enter and Approve Requisitions
    • Enter and Approve Purchase Orders
    • Create Purchase Orders from Requisitions
    • Submit Requisitions Online
    • Approve Requisitions Online
    • Reporting/Inquiry
  • Connect Online Timekeeping View Details
    • Timesheet Options
    • Timesheet Views
    • Supervisor Widgets
    • Timesheet Approvals
Wednesday Schedule

    Wednesday, October 11th, 2023

  • 9:00 am - 10:00 am MST Class Block 1
  • Utility Management Collections & Certifications View Details
    • Calculate Penalty Billings
    • Delinquencies and Shutoffs
    • Tax Certification Process
  • General Ledger Budgeting (CPE) View Details
    • Budget Levels/Journals/Periods
    • Budget Entry: Console
      • Enter Budget Amounts
      • Enter Budget Worksheet Amounts
    • Budget Entry: Importing
    • Budget Entry: Budget Submission Connect Online
  • Cash Receipting (Repeat) View Details
    • Categories and Distributions
    • Workspaces, Payment Types and User Maintenance
    • Daily Reports and Balancing
    • Payment Entry Options
  • Accounting Principles View Details
    • Debits = Credits
    • How to Apply the Fundamental Accounting Principles in Connect
    • Account Types
    • Common Financial Statements
  • Human Resources Setup View Details
    • Employee Actions
    • Employee Benefits
    • Approvals
    • Task Lists
  • InvoiceCloud Demo View Details
  • 10:10 am - 11:10 am MST Class Block 2
  • Utility Management Landlords View Details
    • Landlord Setup
    • Moving Tenants In/Out
    • Reflecting the Purchase/Sale of Property by Landlord
    • Landlord History in Customer Inquiry
  • miExcel Add-In (CPE) (Repeat) View Details
    • General Ledger Functions
    • Accounts Payable Functions
    • Payroll Functions
    • Utility Management Functions
  • General Ledger Advanced Routines (CPE) (Repeat) View Details
    • Journal Templates
    • Copy Journal Entries
    • Create Reversing Entries
    • Approval Process Setup
      • Journal
      • Budget
    • Account Balancing and Lookup
      • Reports
      • Inquiry
    • Interest Allocations
  • Payroll Q&A View Details
    • Discussion on New and Upcoming Features
    • Payroll
    • Timekeeping
    • Human Resources
  • Human Resources/Document Management/Connect Online View Details
    • Document Workflow
    • Storing Employee Documents
    • Online Changes
      • Employee
      • Manager
  • Executech Demo View Details
  • 11:30 am - 12:30 pm MST Class Block 3
  • Utility Management Setup & Customer Inquiry View Details
    • Organization Setup
    • History Tracking
    • User-Defined Fields
    • Customer Inquiry Overview
  • Connect Online General Ledger (CPE) View Details
    • Account Watch List Widget
    • Account List
    • Budget Summary Widget
    • Budget Summary Page
    • Budget Submission
    • Activity Watch List Widget
    • Activity List
  • Payroll/Timekeeping/Human Resources Best Practices View Details
    • Integration of the Modules
    • Shared Information
    • Employee Changes
  • Utility Management & Cash Receipting Q&A View Details
    • Discussion on New and Upcoming Features
      • Cash Receipting
      • Utility Management
      • Community Development
  • Payroll Year End & Annual Updates (CPE) View Details
    • Government Updates
    • Withholding Limits
    • Year-End Forms
  • Point & Pay Demo View Details
  • 2:00 pm - 3:00 pm MST Class Block 4
  • General Ledger & Utility Management Interface (CPE) View Details
    • General Ledger Account Setup
      • Services
      • Rates
      • Cash Receipting
    • Balancing Accounts Receivable Accounts
    • Balancing Cash Clearing Accounts
    • Balancing Deposit Liability
  • Connect Online Accounts Payable View Details
    • Accounts Payable Lookup
    • Requisition Entry and Approval
    • Purchase Order Entry and Approval
    • Invoice Entry and Approval
    • Attachments and Revver Integration
  • General Reporting Features View Details
    • Filtering Records
    • Sorting Records
    • Details Versus Totals
    • Formatting the Report
    • Exporting the Report
  • Caselle Advantage View Details
    • Position-based Budgeting
    • Budget Book with Excel and Word Publisher
    • Reporting
    • Tips and Tricks
  • Connect Online Manager View Details
    • Manager Reports
    • Profile
    • Notifications
    • Requests
    • Directory
  • 3:20 pm - 4:20 pm MST Class Block 5
  • Utility Management Reporting View Details
    • Balancing Reports and Batch Reports
    • Report Writer
    • Reporting Features and Drill-down Capability
  • General Ledger & Payroll Interface (CPE) View Details
    • General Ledger Account Setup
      • Pay Code
      • Employee Allocation
    • General Ledger Interface Options
    • Balancing Liabilities
    • Balancing Transmittals
  • Payroll Year End & Annual Updates (CPE) (Repeat) View Details
    • Government Updates
    • Withholding Limits
    • Year-End Forms
  • General Ledger & Accounts Payable Q&A View Details
    • Discussion on New and Upcoming Features
    • General Ledger
    • Accounts Payable
    • Accounts Receivable
  • Payroll/Timekeeping/Human Resources Best Practices (Repeat) View Details
    • Integration of the Modules
    • Shared Information
    • Employee Changes
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