Utility Management

Service Application/Service Orders (webLogics Utility Management Suite)

Time: 9:30 - 11:00, Eastern Time

Repeats: August 14, September 11, October 9, November 13 and December 11, 2008; January 9, February 12, March 12, April 9, May 14, June 11, and July 9, 2009.

This session will include the best ways to handle the Service Application process. It will also include instructions on how to control what information your Service Applications prints. Additionally, there will be a review of ways to make the process of signing up new and existing customers easier while making sure your office is gathering all the pertinent data.

Do you let your Service Order process generate Credit Letters for you? Are you able to create extensions with your Service Order process? Would you like the customer to sign a form for Name and Address changes? Are you utilizing your Service Order process to the fullest? Find out more ways that the Service Order module can help streamline your office processes and easily keep a history of customer requests.

Service Applications/Service Order (Classic Utility Management Suite)

Time: 9:30 - 11:00, Eastern Time

Repeats: August 5, September 2, October 8, November 4, and December 2, 2008; January 6, February 3, March 3, April 21, May 5, June 2, and July 17, 2009.

This session will include the best ways to handle the Service Application process. It will also include instructions on how to control what information your Service Applications prints. Additionally, there will be a review of ways to make the process of signing up new and existing customers easier while making sure your office is gathering all the pertinent data.

Do you let your Service Order process generate Credit Letters for you? Are you able to create extensions with your Service Order process? Would you like the customer to sign a form for Name and Address changes? Are you utilizing your Service Order process to the fullest? Find out more ways that the Service Order module can help streamline your office processes and easily keep a history of customer requests.

Cash Collections (webLogics Utility Management Suite)

Time: 9:30 - 11:00, Eastern Time

Repeats: August 7, September 4, October 2, November 6, and December 4, 2008; January 8, February 5, March 5, April 2, May 7, June 4, and July 2, 2009.

This session will cover some of the key areas on cash collections management. Subtopics to be addressed are: Detailed Payment File, Check History, Vouchers, Bank Drafts, and Monthly Balancing.

Cash Collections (Classic Utility Management Suite)

Time: 9:30 - 11:00, Eastern Time

Repeats: September 24, and November 26, 2008; January 21, March 18, May 20, and July 28, 2009.

This session will cover some of the key areas on cash collections management. Subtopics to be addressed are: Detailed Payment File, Check History, Vouchers, Bank Drafts, and Monthly Balancing.

End of Cycle Bill Processing

Time: 9:30 - 11:00, Eastern Time

Repeats: August 6, September 3, October 1, November 5, and December 3, 2008; January 7, February 4, March 4, April 1, May 15, June 3, and July 1, 2009.

This session will address specific areas in the processing of your utilities cycle billing. It will address how to perform selective bill calculations and printing, correcting accounts after meter readings are updated, fixing open items and discussions on final bill cycles and mailer plus four.

Backflow Overview (webLogics Utility Management Suite)

Time: 9:30 - 11:00, Eastern Time

Repeats: October 13, 2008; January 12, April 13 and July 13, 2008.

Our overview class will include training on all basic operations within the Backflow Prevention program module.  The user will be able to:

Utility Billing/General Ledger Reconciliation

Time: 9:30 - 11:00, Eastern Time

Repeats: August 19, September 23, October 29, November 20 and December 17, 2008; January 29, February 19, March 19, April 30, May 22, June 19 and July 10,2009

This session will cover the mechanics of utility billing balancing, both internally and with the General Ledger and review the setup of General Ledger Interface Distribution files. It will include the steps involved in refunding deposits and interfacing to the General Ledger and an explanation of deposit balancing between Utility Billing/Service Applications and the General Ledger.

Financial Management

Accounts Payable Processing (Windows Financial Management Suite)

Time: 9:30 - 11:00, Eastern Time

Repeats: August 4, September 8, October 6, November 10, and December 8, 2008; January 13, February 9, March 9, April 14, May 11, June 8 and July 14, 2009.

Our overview session will include training on basic processing in accounts payable.

Within the Logics Accounts Payable program module, there are 7 sub modules. They are Vendors, Data Entry, Check Processing, Reconcile Checks, Purchase Orders, Reports and System Setup.  Items that will be covered in this session will include vendor maintenance (adding, changing, deleting), invoice entry through check writing, manual check entry, and voiding checks.

Accounts Payable Reporting and Reconciliation (Windows Financial Management Suite)

Time: 9:30 - 11:00, Eastern Time

Repeats: August 5, September 9, October 7, November 11, and December 9, 2008; January 14, February 10, March 11, April 16,  May 13, June 9 and July 15, 2009.

Our overview session will include training on the reporting and reconciliation functions in accounts payable.  Within the Logics Accounts Payable program module, there are 7 sub modules. They are Vendors, Data Entry, Check Processing, Reconcile Checks, Purchase Orders, Reports and System Setup. Items that will be covered in this session will include report options, statement reconciliation, updating and passing to General Ledger, and reports to utilize and cross reference to ensure your accounts are in balance.

Budget - Finance Training (Windows Financial Management Suite) -

Time: 9:30 - 11:00, Eastern Time

Repeats: January 19, February 16, March 16, April 20, May 18, and June 22, 2009.

This session will cover all aspects of budget preparation and reporting.  We will cover budget entry, budget reporting, justifications, importing and exporting from excel, and updating. It will also include budget amendment entry and appropriation transfers.

Bank Reconciliation (Windows Financial Management Suite)

Time: 9:30 - 11:00, Eastern Time

Repeats: August 25, September 22, October 27, November 24 and December 22, 2008; January 16, February 13, March 13, April 24,  May 29 and July 31, 2009.

This session will cover all aspects of bank reconciliation.  We will cover clearing checks, clearing deposits, adjusting bank balances and reports.

General Ledger (Windows Financial Management Suite)

Time: 9:30 - 11:00, Eastern Time

Repeats: August 12, September 16, October 14, November 17, and December 16, 2008; January 15, February 11, March 11, April 16, May 13, and June 9, 2009.

Our overview session will include training on basic operations in general ledger. Within the Logics General Ledger program module, there are 7 sub modules. They are Inquiries, Journals, Budget Amendments, Reports, Chart manager, Budget Worksheets, Fiscal Year End.  Items that will be covered in this session will include account inquiry, journal entry, report options, and account/department/fund maintenance and distribution. Security set up for inquiry will also be covered.

Requisitions (Windows Financial Management Suite)

Time: 9:30 - 11:00, Eastern Time

Repeats: August 13, September 10, October 15, November 19 and December 10, 2008; January 20, February 18, March 6, April 22, May 19, June 17 and July 16, 2009.

This session will cover all basic operations in requisitions. Within the Logics Requisitions program module, there are 3 sub modules. These include Requisition Maintenance, Reports, and Help. We will cover requisition entry and maintenance, approving requisitions, quote entry and updating requisitions.  Also resubmitting a denied requisition; checking the status of a Requisition; In addition to reviewing how to set up the structure for approval and setting up the criteria types and definitions, including security set up.

Purchase Orders (Windows Financial Management Suite)

Time: 9:30 - 11:00, Eastern Time

Repeats: August 22, September 12, October 30, November 21, and December 12, 2008; January 30, February 27, March 27, April 10, May 25, and June 29, 2009.

This session will cover all basic operations in purchase orders.  Within the Logics Purchase Orders program module, there are 4 sub modules. These include Purchase Order Maintenance, PO System Files, Reports, and Help. We will cover purchase order entry, updating purchase orders, liquidating, and other functions in accounts payable that involve purchase orders.

Inventory (Windows Financial Management Suite)

Time: 9:30 - 11:00, Eastern Time

Repeats: August 1, October 3, and December 5, 2008; February 6, April 3, and June 5, 2009.

This session will cover all basic operations in inventory. Within the Logics Inventory program module, there are 9 sub modules. These include Item Master Maintenance, Inv Transaction Entry, Pick Tickets, View Inventory Stock, Reports, Inv System Setup, Lookup Table Maintenance, Help, and Year End Rollover. We will cover item maintenance, transaction entry, reporting and stock inquiry as well as updating inventory, passing to GL & balancing reports.

Year End Training (Windows Financial Management Suite)

Time: 9:30 - 11:00, Eastern Time

Repeats: April 8, April 23, May 6, May 21, June 1, June 12, June 18 and June 23, 2009.

This session will cover all aspects of the fiscal year end close.  We will discuss reporting and go through the steps to close one fiscal year and open the next year.

Other Management Modules

Payroll

Time: 9:30 - 11:00, Eastern Time

Repeats: August 11, September 17, October 16, November 18 and December 19, 2008; January 27, February 17, March 17, April 28, May 8, June 16 and July 21, 2009.

Our overview session will include training on establishing a new employee, setting up banks for direct deposit, setting up Accrual Codes, setting up Deduction Codes, and month, quarter, and year end clearing. We will also discuss the do" and don't" of payroll processing.

IPM-CS Fixed Assets Management

Time: 9:30 - 11:00, Eastern Time

Repeats: August 26, October 28, and December 30, 2008; February 24, April 29, and June 24, 2009.

Our overview session will include training on all basic operations in the IPM-CS program.

Within the Logics IPM-CS program module, there are 5 Master Menu modules. They are Asset Management, Lookup Tables, System Security, System Setup, and Utilities.  Items that will be covered include Asset Entry and Maintenance, populating Lookup Tables, creating and printing reports, setting up the system with custom defined field names, and depreciation calculation and maintenance; In addition to creating asset depreciation reports to submit to your auditors.

Business/Privilege Licenses Setup

Time: 9:30 - 11:00, Eastern Time

Repeats: February 25, March 23, April 6, May 27, June 25 and July 23, 2009.

This session is an overview of the steps required to prepare for the business license renewal process. This will include establishing customers, file maintenance, and setting up business codes.

Business/Privilege Licenses Processing

Time: 9:30 - 11:00, Eastern Time

Repeats: February 26, March 24, April 7, May 28, June 26 and July 24, 2009.

This session is an overview of the procedures you will need the billing and printing of the billing licenses. It will also address a review of delinquent notices and adjustment procedures.

Calls for Service

Time: 9:30 - 11:00, Eastern Time

Repeats: October 21, 2008; January 26, April 27, and July 29, 2009.

This session will cover set-up, entering, assigning, and completing calls.

Property Tax Billing

Time: 9:30 - 11:00, Eastern Time

Repeats: March 2, May 4 and June 10, 2009.

This session is to assist in the preparation for the billing of your taxes. The session will provide an overview of tax billing, to include after list and assessment tax billing. Procedures for adjustments and delinquent notices will also be addressed.

Miscellaneous Accounts Receivable

Time: 9:30 - 11:00, Eastern Time

Repeats: January 22, April 17, and July 6, 2009.

This session will cover the functionality of accounts receivable option. It will also provide information on delinquent notices and penalties, adjustments and handling overpayment refunds. Find out how to use accounts receivables to charge back services like grass cutting and town equipment rentals.

Set-Off Debt

Time: 9:30 - 11:00, Eastern Time

Repeats: August 20, October 23 and December 18, 2008; February 23, May 1 and July 30, 2009.

This session will cover the process of Set-Off Debt.  This will include looking at the listing, reviewing and deleting accounts from file and exporting/updating the file.