- 9:00 am - 10:00 am MST Class Block 1
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Payroll - Basics View Details
- Employee Setup
- Basic Tabs
- General Ledger Accounts
- Positions
- Employee Pay Code Settings/Taxes
- Basic Steps
- Reports
- Employee Setup
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Accounts Payable - Basics View Details
- Creating Invoices
- Payments
- Reporting
- Miscellaneous Routines
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Utility Management - Daily Routines View Details
- Billing Adjustments
- Payment Adjustments
- Setting Up New Accounts
- Final Bills
- Disconnects and Reconnects
- Meter Changes
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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
- General Ledger Account Setup
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Property Tax/Property Improvements Forum View Details
- Discussion on New and Upcoming Features
- Property Tax
- Property Improvements
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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
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Payroll - Calculate Payroll Checks View Details
- Exception Checks
- Check Options
- Gross Up Checks
- What if Checks
- Paying Multiple Positions
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Accounts Payable - Advanced Routines (CPE Credit - optional) View Details
- Approval Process Setup
- Importing Invoices
- Recurring Invoices
- Split Distributions
- ACH Direct Pay
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Utility Management - Monthly Routines View Details
- Meter Reading
- Billing Calculations
- Printing Bills
- Balancing Reports
- Closing the Period
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Asset Management (CPE Credit - optional) View Details
- General Ledger, Accounts Payable and Project Accounting Interfaces
- Adding Assets
- Disposing of Assets
- Modifying Assets
- Reporting/Inquiry
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Utility Management/Cash Receipting/Community Development Forum View Details
- Discussion on New and Upcoming Features
- Utility Management
- Cash Receipting
- Community Development
- Discussion on New and Upcoming Features
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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
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Payroll - Pay Code Setup View Details
- Pay Code Settings/Taxes
- Deductions by Period
- Custom Calculationso
- Mandatory Deductions
- Benefits
- Custom Calculationso
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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
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Utility Management - Best Practices View Details
- Service Defaults
- Billing Processes
- Check on Demand Interface
- Utility Deposits
- Landlords
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Document Management Interface View Details
- Interface Setup
- Structure Setup
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Accounting Principles View Details
- Debits and Credits
- Applying Accounting Principles
- Account Types
- Common Financial Statements
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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
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Payroll/Timekeeping/Human Resources Best Practices View Details
- Integration of the Modules
- Shared information
- Employee Changes
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General Ledger - Basics View Details
- Journal Entries
- Bank Reconciliations
- Cash Allocations
- Checkout Errors
- Reporting
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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
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miExcel Add-in (CPE Credit - optional) View Details
- General Ledger Functions
- Accounts Payable Functions
- Payroll Functions
- Utility Management Functions
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Connect Online - Manager/Employee Options View Details
- Manager Reports
- Profile
- Notifications
- Requests
- Directory
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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
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Payroll - Year End View Details
- Government Updates
- Withholding Limits
- Balancing
- Modify Employee
- W-2 Corrections
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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
- Approval Process Setup
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Cash Receipting View Details
- Categories and Distributions
- Workspaces, Payment Types, and User Maintenance
- Daily Reports and Balancing
- Payment Entry Options
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System Management View Details
- User Security
- Groups
- History/Management Tracking
- Connect Online Web Service
- Common IT Questions
- Backup Processes
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Payroll/Timekeeping/Human Resources Forum View Details
- Discussion on New and Upcoming Features
- Payroll
- Timekeeping
- Human Resources
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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.