Product Update Notes & Webinars

• AdminConnect Enhancements

• EmployeeConnect Enhancements

• PublicConnect Enhancements

• SchoolBooks Connect Enhancements

• Understanding the New Table Grids

Accounts Payable

• Cheque Process Tips & Tricks

• Direct Deposit for A/P Invoices

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• Invoices: Auto Upload from a Spreadsheet

• Invoices: Auto Upload Excel Template

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• Prepaids, US Exchange & Self Assess

• Requisition Taxes: Tax Calculate (Partial Taxes)

• ScanSnap: Details for A/P

• T4A Process & Operations

• Accounts Payable: Tips & Tricks Video

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• VISA Cards and Upload/Manage in A/P

Free Form & Report Writer

• Finance Reporting Manual

  • Free Form: Manual & Tips

  • Free Form: Setup Example

  • GNL.570: Additional Hints/Tricks

  • GNL.570: FRAME Example

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• Finance Reporting Opportunities Video

Maintenance & Transportation

• Cims 101: Maintenance's Use of Cims

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• Activity Checklists & Preventative Maintenance

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• Bids: Tendering Flow of Operations

• • BID.230: Excel Template

  • BID.230: Tender Download/Upload

• Bid Requisition Manual

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• Central Stores Order Form Instructions

• Fixed Assets: Maintenance Notes

• Permits Manual

• Purchasing for Maintenance

• Stock Requests Manual

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• Transportation Manual

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• Work Orders Manual

SchoolBooks Connect

• SchoolBooks Manual

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• District: SchoolBooks Reporting

• District: SchoolBooks Yearstart Setup

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• SchoolBooks Videos:

  • Video: Bank Reconciliation

  • Video: Deposits & Cash Receipts

  • Video: SchoolBooks Setup

  • Video: SchoolBooks Setup (District Topics)

  • Video: Special Items (NSF Cheques, Odd Charges)

  • Video: Writing Cheques

General Finance Documents

• A Guide to Cims (Finance)

• A Guide to Finance

  • Releases & Changes Webinar - Feb 2018

• Chrome Browser Settings to Consider

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• Accounts Receivable Manual

  • Accounts Receivable Webinar

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• Auditors & Cims: How to Set them Up

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• BUD.802: Upload Budget from File

  • BUD.802: Budget FDF File

  • BUD.802: Budget FDFX File

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• Cash Receipts Manual (CRS.860 Cash Receipt Upload)

  • CRS.860 Excel Template

  • CRS.860 FDF File

  • CRS.860 FDFX File

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• Cheques Manual (CDS.860 Manual Cheque Upload)

  • CDS.860U FDFX File

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• Combining Pictures into ONE PDF

  • PDFSam: Merging Documents into a PDF

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• Creating Macros

• Creating New User IDs & Restrictions (Finance Duties)

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• eCommerce Manual

  • eCommerce Video

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• Employee Reimbursements Video

• Employee Mileage How To's Video 2019

• GNL.831: Journal Entry Uploading

• GNL.831: Journal Entry Uploading Example

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• Hydro Uploading

  • ACP.860 FDFX File

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• Purchase Orders: Requisition Approval Video

• ScanSnap Manual

  • ScanSnap: Details for A/P

• Visa Uploads

• Yearend Finance Considerations

• Yearstart Finance Technical Summary

• Yearend/Yearstart Notes for Inventory