List of Classes

Tuesday Schedule

    Tuesday, October 25th, 2022

  • 9:00 am - 10:00 am MST Class Block 1
  • Payroll - Basics View Details
    • Employee Setup
      • Basic Tabs
      • General Ledger Accounts
      • Positions
      • Employee Pay Code Settings/Taxes
    • Basic Steps
    • Reports
  • Accounts Payable - Basics View Details
    • Creating Invoices
    • Payments
    • Reporting
    • Miscellaneous Routines
  • Utility Management - Daily Routines View Details
    • Billing Adjustments
    • Payment Adjustments
    • Setting Up New Accounts
    • Final Bills
    • Disconnects and Reconnects
    • Meter Changes
  • General Ledger & Payroll Interface (CPE Credit - optional) View Details
    • General Ledger Account Setup
      • Pay Code
      • Employee Allocation
    • General Ledger Interface Options
    • Balancing Liabilities
    • Balancing Transmittals
  • Property Tax/Property Improvements Forum View Details
    • Discussion on New and Upcoming Features
    • Property Tax
    • Property Improvements
  • Doculivery Powered by NatPay 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.

  • 10:10 am - 11:10 am MST Class Block 2
  • Payroll - Calculate Payroll Checks View Details
    • Exception Checks
    • Check Options
    • Gross Up Checks
    • What if Checks
    • Paying Multiple Positions
  • Accounts Payable - Advanced Routines (CPE Credit - optional) View Details
    • Approval Process Setup
    • Importing Invoices
    • Recurring Invoices
    • Split Distributions
    • ACH Direct Pay
  • Utility Management - Monthly Routines View Details
    • Meter Reading
    • Billing Calculations
    • Printing Bills
    • Balancing Reports
    • Closing the Period
  • Asset Management (CPE Credit - optional) View Details
    • General Ledger, Accounts Payable and Project Accounting Interfaces
    • Adding Assets
    • Disposing of Assets
    • Modifying Assets
    • Reporting/Inquiry
  • Utility Management/Cash Receipting/Community Development Forum View Details
    • Discussion on New and Upcoming Features
      • Utility Management
      • Cash Receipting
      • Community Development
  • Invoice Cloud View Details

    Decluttering the Cloud: Journeying from Hosted to Cloud Solutions

    The prospect of keeping pace with the evolving expectations of today’s consumer can be overwhelming. And the utility industry is not excluded from this game of catch-up; research shows that the quality of a utility’s digital experiences directly impacts the overall satisfaction of its customers.

    For utilities, the easiest path to the front of the pack is through the cloud; cloud-native technology keeps digital experiences updated, maintains security and compliance, and drives impactful customer engagement. But the transition to the cloud can bring its own challenges, leaving many utilities hesitant to take this mission-critical leap.

    Join InvoiceCloud’s session where our experts will discuss:

    • The difference between true cloud providers and solutions that have been “cloudwashed”
    • How Caselle users specifically can better navigate the cloud
    • How InvoiceCloud has supported real Caselle users in their transition to the cloud
  • 11:30 am - 12:30 pm MST Class Block 3
  • Payroll - Pay Code Setup View Details
    • Pay Code Settings/Taxes
    • Deductions by Period
      • Custom Calculationso
        • Mandatory Deductions
      • Benefits
  • Purchases and 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
  • Utility Management - Best Practices View Details
    • Service Defaults
    • Billing Processes
    • Check on Demand Interface
    • Utility Deposits
    • Landlords
  • Document Management Interface View Details
    • Interface Setup
    • Structure Setup
  • Accounting Principles View Details
    • Debits and Credits
    • Applying Accounting Principles
    • Account Types
    • Common Financial Statements
  • Xpress Bill Pay View Details

    Xpress Bill Pay offers real-time bill display and payment posting with Caselle software!  As an Authorized and Preferred Online Payment Provider, we fully integrate with your Caselle software, giving your customers an easy and convenient way to pay online, via text, 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/text notifications when new bills are available and payments are made, etc. Your staff can receipt all utility and non-utility payments directly in Caselle’s Cash Receipting interface; 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 Guest Checkout, Mobile, Pay by Text, IVR phone, Bank Bill Pay Consolidation, Remote Deposit, Lockbox, and Custom Form solutions.

  • 2:10 pm - 3:10 pm MST Class Block 4
  • Payroll/Timekeeping/Human Resources Best Practices View Details
    • Integration of the Modules
    • Shared information
    • Employee Changes
  • General Ledger - Basics View Details
    • Journal Entries
    • Bank Reconciliations
    • Cash Allocations
    • Checkout Errors
    • Reporting
  • Service and Maintenance Orders View Details
    • Service Order Creation, Modification, and Completion
    • Service and Maintenance Order Reports
    • Online Work Orders
    • Mobile App for Work Orders
  • miExcel Add-in (CPE Credit - optional) View Details
    • General Ledger Functions
    • Accounts Payable Functions
    • Payroll Functions
    • Utility Management Functions
  • Connect Online - Manager/Employee Options View Details
    • Manager Reports
    • Profile
    • Notifications
    • Requests
    • Directory
  • Executech View Details

    Learn about the latest cyber risks and how to stay secure and keep your data safe. We’ll show some of the top methods hackers are using to enter networks and cover the latest tools that will help you prevent and protect against attacks. We’ll also show you how to train your people on best practices. All attendees will get access to a complimentary dark web scan and risk assessment to determine how vulnerable your domain is and what steps can be taken to tighten up your security today.

  • 3:30 pm - 4:30 pm MST Class Block 5
  • Payroll - Year End View Details
    • Government Updates
    • Withholding Limits
    • Balancing
    • Modify Employee
    • W-2 Corrections
  • General Ledger - Advanced Routines (CPE Credit - optional) View Details
    • Journal Templates
    • Copy Journal Entries
    • Create Reversing Entries
      • Approval Process Setup
        • Journal
        • Budget
      • Account Balancing & Lookup
        • Reports
        • Inquiry
  • 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
    • Groups
    • History/Management Tracking
    • Connect Online Web Service
    • Common IT Questions
    • Backup Processes
  • Payroll/Timekeeping/Human Resources Forum View Details
    • Discussion on New and Upcoming Features
    • Payroll
    • Timekeeping
    • Human Resources
  • The Wallet Group View Details

    A complete walkthrough of TWG’s technology. What the technology is, how it is deployed, and how it is managed.

Wednesday Schedule

    Wednesday, October 26th, 2022

  • 9:00 am - 10:00 am MST Class Block 1
  • Human Resources View Details
    • Setup
    • Employee Documents
  • Accounts Payable - Year End View Details
    • Vendor Setup
    • 1099 Reconciliation Report
    • Adjust 1099 Balances
    • Convert 1099 Information
    • Print 1099’s
    • Electronic Filing
  • Utility Management - Landlords View Details
    • Landlord Setup
    • Moving Tenants In/Out
    • Reflecting the Purchase/Sale of Property by Landlord
    • Landlord History in Customer Inquiry
  • Business License View Details
    • New Billing Routines
      • Calculate Billings
      • Calculate Penalty Billings
      • Enter Manual Billings
    • Email functionality
  • Form Reports Forum View Details
    • Updates to Form Reports
    • Form Exports
    • Overview of the New Designer
    • Utility Management Delinquent Notice
    • AP Checks
    • Payroll Checks
  • Executech View Details

    Hybrid and remote work is the new normal, but how secure is your data while your team is working from home? Join us for an in-depth session on the latest tools and techniques you can implement to help keep your data and your employees secure from digital threats while they work across the world.

  • 10:10 am - 11:10 am MST Class Block 2
  • Payroll - Reporting View Details
    • Report Basics
    • New Reports
    • Report Writer
    • Balancing Quarterly Reports
    • Pay Code Transaction
  • General Ledger and Utility Management Interface (CPE Credit - optional) View Details
    • General Ledger Account Setup
      • Services
      • Rates
      • Cash Receipting
    • Balancing Accounts Receivable Accounts
    • Balancing Cash Clearing Account
    • Balancing Deposit Liability
  • Utility Reporting View Details
    • Report Customization
    • Table Relations
    • Report Writer
    • Reporting Features & Drill-Down Capability
  • Public Portal - Business License View Details
    • Login/Dashboard
    • Public Portal Templates
    • Linking, Adding, Editing Businesses
    • Manage Pending Businesses
    • Manage Pending Business Changes
  • Community Development - Permitting and Code Enforcement View Details
    • Permit Process w/ Approvals
    • Code Violation Process
    • Online & Mobile Inspections
  • Invoice Cloud View Details

    The Benefits of SaaS Technology for Today’s Utility

    The standard for exemplary consumer experiences is higher than ever – and the experience of making a utility payment is no exception. If a utility provider’s payment experience fails to meet the modern consumer standard, your collection consistencies may suffer, leading to more shut offs/disconnects, higher call volumes, and low customer satisfaction scores.

    Many utilities are struggling to keep pace with these elevated consumer expectations, and that’s where Software as a Service – SaaS – comes in.

    Join InvoiceCloud’s session where our experts will discuss:

    • What is SaaS and why is it essential for utility payments
    • Why SaaS is the key to easy, accelerated digital transformation in the utility space
    • How SaaS technology works to protect your customer’s sensitive payment information, and more
  • 11:30 am - 12:30 pm MST Class Block 3
  • Connect Online - Timekeeping View Details
    • Enter Employee Time – New View
    • Timesheet Views
    • Supervisor Widgets
    • Timesheet Approvals
  • General Ledger - Budgeting (CPE Credit - optional) 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
  • Utility Management - Collections and Certifications View Details
    • Calculate Penalty Billings
    • Delinquencies and Shutoffs
    • Tax Certification Process
  • IT Disaster Recovery View Details
    • Protecting from Crypto/Ransomware
    • Send/Load Databases
    • Backup Suggestions
    • Multiple Ways of Backing Up
    • Backup Rotation Offsite
  • Connect Online - Accounts Payable View Details
    • Accounts Payable Lookup
    • Requisition Entry and Approval
    • Purchase Order Entry and Approval
    • Invoice Entry and Approval
    • Attachments and Rubex Integration
  • Xpress Bill Pay View Details

    Xpress Bill Pay offers real-time bill display and payment posting with Caselle software!  As an Authorized and Preferred Online Payment Provider, we fully integrate with your Caselle software, giving your customers an easy and convenient way to pay online, via text, 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/text notifications when new bills are available and payments are made, etc. Your staff can receipt all utility and non-utility payments directly in Caselle’s Cash Receipting interface; 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 Guest Checkout, Mobile, Pay by Text, IVR phone, Bank Bill Pay Consolidation, Remote Deposit, Lockbox, and Custom Form solutions.

  • 2:00 pm - 3:00 pm MST Class Block 4
  • Payroll - Year End (Repeat) View Details
    • Government Updates
    • Withholding Limits
    • Balancing
    • Modify Employee
    • W-2 Corrections
  • Connect Online - General Ledger (CPE Credit - optional) View Details
    • Account Watch List Widget
    • Account List
    • Budget Summary Widget
    • Budget Summary Page
    • Budget Submission
    • Activity Watch List Widget
    • Activity List
  • miExcel Add-in (Repeat) (CPE Credit - optional) View Details
    • General Ledger Functions
    • Accounts Payable Functions
    • Payroll Functions
    • Utility Management Functions
  • Caselle Advantage View Details
    • Position-Based Budgeting
    • Excel Publisher
    • Word Publisher
    • Reporting
    • Tips and Tricks
  • General Ledger/Accounts Payable/Accounts Receivable Forum View Details
    • Discussion on New and Upcoming Features
      • General Ledger
      • Accounts Payable
      • Accounts Receivable
  • Doculivery Powered by NatPay 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.

  • 3:20 pm - 4:20 pm MST Class Block 5
  • Payroll/Timekeeping/Human Resources Best Practices (Repeat) View Details
    • Integration of the Modules
    • Shared Information
    • Employee Changes
  • General Ledger - Advanced Routines (Repeat) (CPE Credit - optional) View Details
    • Journal Templates
    • Copy Journal Entries
    • Create Reversing Entries
      • Approval Process Setup
        • Journal
        • Budget Account Balancing and Lookup
          • Reports
          • Inquiry
  • Cash Receipting (Repeat) View Details
    • Categories and Distributions
    • Workspaces, Payment Types, and User Maintenance
    • Daily Reports and Balancing
    • Payment Entry Options
  • Master Records View Details
    • Master Contact Benefits
    • Master Property Options
    • Banks and Departments
    • User Settings vs. User Rights
    • Helpful Routines
  • Court Management View Details
    • Enter New Citations/ Setup New Cases
    • Enter Payments
    • Enter Dispositions
    • Fine and Payment Adjustments
    • Monthly Reporting
  • The Wallet Group View Details

    Uses cases. How Municipalities use TWG’s technology to make a meaningful impact on their communities.

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