Take Two
CIMS - Integrated Education Software

Core Changes

• Finance

• Human Resources

• Payroll

• Student

Connect Changes

• AdminConnect

• EmployeeConnect

• PublicConnect

• SchoolBooks Connect

• SchoolConnect

• Understanding the New Table Grids

Accounts Payable

• Webinar: AP Tips & Tricks Level 1

• Webinar: AP and Purchasing

• Webinar: Finance Reminders (2021)

• Webinar: Monthend Close

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• 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

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• VISA Cards and Upload/Manage in A/P

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

General Finance Documents

• A Guide to Cims (Finance)

• A Guide to Finance

• Webinar: Finance Managers

• Webinar: Finance Reporting and Payroll

• 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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• Forecasting Salaries for Budget

• 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

  • Mass Refund FDFX

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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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• Public Disclosure

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• Purchase Orders: Requisition Approval Video

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• Finance Reporting Manual

  • Free Form: Manual & Tips

  • Free Form: Setup Example

  • GNL.570: Additional Hints/Tricks

  • GNL.570: FRAME Example

  • Finance Reporting Opportunities Video

• ScanSnap Manual

  • ScanSnap: Details for A/P

• SchoolBooks Manual

  • SchoolBooks Reporting (Division Office)

  • SchoolBooks Yearstart Setup (Division Office)

  • 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

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• Telephone Uploads

  • ACP.838M FDFX File

  • ACP.838X FDFX File

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• Visa Uploads

• Webinar: T4As and Tips & Tricks

• Webinar: Yearstart and Budgeting

  • Webinar Notes: Yearstart and Budgeting

• Yearend Finance Considerations

• Yearstart Finance Technical Summary

• Yearend/Yearstart Notes for Inventory

Webinars