Financial Managers Council - May 9, 2017

Financial Managers Council - May 9, 2017

Financial Managers Council May 9, 2017 02/23/2020 1 Agenda STAR Updates Payment Request Workflow

Project Costing Configurations Project Reconciliation Template On-Base General Ledger WorkCenter Main Menu Pagelets Budget Reporting for Supervisors and Managers 02/23/2020 2 Agenda STAR Updates

Payment Request Workflow Project Costing Configurations Project Reconciliation Template On-Base General Ledger WorkCenter Main Menu Pagelets Budget Reporting for Supervisors and Managers 02/23/2020 3 AP Payment Request Workflow New AP Payment Request Workflow is in production.

Routing is only to the AGENCY_AP_PROCESSOR role. Allowed actions: Approve Deny Pushback Hold The AP process can make changes or Pushback to have the originator change or delete the request. (The Deny action results in the same options as Pushback.) 05/03/2017

4 Agenda STAR Updates Payment Request Workflow Project Costing Configurations Project Reconciliation Template On-Base General Ledger WorkCenter

Main Menu Pagelets Budget Reporting for Supervisors and Managers 02/23/2020 5 Project Costing Configurations Live in Production Project Status Configurations (Active, Pending, etc.) Analysis Type Controls Please be sure to communicate this to your end-users as it may impact any transactions in progress Can no longer use a GLE analysis type on an AR transaction - to align with the accounting manual

05/03/2017 6 Agenda STAR Updates Payment Request Workflow Project Costing Configurations Project Reconciliation Template On-Base

General Ledger WorkCenter Main Menu Pagelets Budget Reporting for Supervisors and Managers 02/23/2020 7 Project Reconciliation Template Project Reconciliation Template has been approved by the Project Costing User Group Targeting June-July timeframe for production release using nVision Continues to be available in current format 05/03/2017

8 Agenda STAR Updates Payment Request Workflow Project Costing Configurations Project Reconciliation Template On-Base General Ledger WorkCenter Main Menu Pagelets

Budget Reporting for Supervisors and Managers 02/23/2020 9 On-Base Initial scope will be augmented with Assets, GL Journals, KK journals, Vendors, AP Payments, POs, and Requisitions. This did not require much work other than identifying sub-types. Functionality was already delivered. STAR is currently testing and resolving some items with DET and Naviant. The launch date will be communicated via the STAR communication channels as we get closer.

02/23/2020 10 Agenda STAR Updates Payment Request Workflow Project Costing Configurations Project Reconciliation Template On-Base

General Ledger WorkCenter Main Menu Pagelets Budget Reporting for Supervisors and Managers 02/23/2020 11 General Ledger WorkCenter General Ledger WorkCenter is enabled in Production. Main Menu > General Ledger > GL WorkCenter The WorkCenter comes with delivered pagelets that must be configured by the user through the Edit Filters link: 02/23/2020

12 General Ledger WorkCenter The WorkCenter can be further personalized to change the order or items, to hide items, or display a default pagelet when opening the WorkCenter. 02/23/2020 13 Agenda STAR Updates

Payment Request Workflow Project Costing Configurations Project Reconciliation Template On-Base General Ledger WorkCenter Main Menu Pagelets Budget Reporting for Supervisors and Managers 02/23/2020 14

Main Menu Pagelets Beginning to look at the configuration for pagelets that will be available to users on their home page. First three being looked at are: Operating Budget Variance Expense Variance Expenses by ChartField These may be covered in the training on May 18th. 02/23/2020 15 Agenda STAR Updates

Payment Request Workflow Project Costing Configurations Project Reconciliation Template On-Base General Ledger WorkCenter Main Menu Pagelets Budget Reporting for Supervisors and Managers 02/23/2020

16 Budget Reporting for Supervisors and Managers May 18, 2017, 9:00 11:00 a.m. at the WI Historical Society Target Audience are Supervisors and Managers that manage budgets. Agenda includes: Budget Background

Budget Definitions/What is Possible Operating Budget Overview Budget Structures Setting up Favorites Running and Scheduling Reports 02/23/2020 17 Questions Questions? 02/23/2020 18

Thank you for your time and attention!!! For additional information: STAR Connection: STARConnection.wi.gov STAR Project SharePoint site: https://webapps.wi.gov/sites/ERP/default.aspx STAR Project Mailbox: [email protected] 02/23/2020 19

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