SCOE IT - Frontline ERP Team
Danielle Boettner, Angie Duplicki, Tracy Lehmann, Marisol Vigil - Business Systems Support
June 2024
SCOE IT/Business Calendar of Events
Frontline ERP - Accounts Payable Accruals Year End Setup Workshop (Hybrid)
June 14, 2024 - 9:00am-10:30am Click Here to Register
SCOE IT is hosting the annual ERP - Accounts Payable Accruals Year End Setup Workshop at SCOE in Redwood C or virtual option. This is for AP Users to review Fiscal Year End processes and understand the difference between Release, Carryover, and Accrual of current year records.
Frontline ERP - Accounts Receivable Accruals Year End Setup Workshop (Hybrid)
June 14, 2024 - 11:00am-12:30pm Click Here to Register
SCOE IT is hosting the annual ERP - Accounts Receivable Accruals Year End Setup Workshop at SCOE in Redwood C or virtual option. This is for AR Users to review Fiscal Year End processes and understand the difference between Release, Carryover, and Accrual of current year records.
Frontline/Escape Learning Opportunities
- On-Demand Webinars
- Upcoming Events
- Video Library
- Professional Services Training
Explore the basics of ERP CA software including the look of the software, and how to use the Search, List, Forms and Report features. Must be logged into Frontline ERP to access this link.
Frontline ERP Finance
Preparing for Year End Close
As we get closer to the end of the fiscal year, districts should be reviewing requisitions that do not have a status of Complete, Canceled or Denied. All requisitions must be either closed or processed through the year end Closing Activity. More detailed information on the Year End Closing Activity in Escape will be covered at the AP and AR Accruals Year End Setup Workshops on June 13, 2024 (see registration link above).
Review outstanding Vendor Requisitions prior to using the Year End Closing activity.
Go to Finance – Requisition – Vendor Requisitions
Note: If the Next Fiscal Year does not populate, check the “Next FY” start dates in the Org record.
1 - Requisition Information
- Fiscal Year: 2024 {2023/2024}
3 - Status Information
Click Go to generate the list to review.
- From List Tab open and review
Go to Tasks to select Manual Complete
- Manually Complete if not receiving goods or services prior to June 30. If goods or services will be received prior to June 30 and payment will be made in 2024/2025 then Accrue through the Year
End Closing Activity
Frontline ERP HR/Payroll SSN Verification
Every District should have a designated HR/Payroll employee or two that has access to the SSN Verification activity to ensure that your employee names and Social Security numbers (SSN) match Social Security records. This allows Social Security to give the proper credit to your employees’ earnings record, which will be important information in determining their Social Security benefits in the future.
Click here for the SSN Verification Guide
Click here for steps to register https://www.ssa.gov/employer/ssnv.htm
Go to HR/Payroll - Employment - Employee Management
- Create a list of Employees
- Go to Tasks
- Select Create SSN Verification
Missed a Workshop?
Missed a workshop or need the documentation? This can be found in Frontline EPR SCOE Resources or on the SCOE website.
