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Fiscal Best Practice Resources

 

Academic Affairs Fiscal Contact Training

Academic Affairs is creating fiscal training materials and sessions for intial presentation in the monthly AA Fiscal Contacts meetings for Fall 2022.

 

SEP 19, 2022:  "Fiscal Year to Date vs. Inception to Date Reporting"

Presenter:  Eva Thiveos

Resources: Slides PDF (coming soon), Recorded video

 

OCT 18, 2022: "Zero Project Reconciliation and GL-PPM Reconciliation"

Presenter:  Eva Thiveos, Lindsay Root, Natalie Wolfe

Resources:  Slides pdf, Recorded video, and COE ESR Resources link from chat.

 

NOV 15, 2022: "Monthly Reconciliation Using the NOR Report"

Presenter:  Eva Thiveos, Lindsay Root, Natalie Wolfe

Resources:  Slides pdf, Recorded videoFiscal Manager Resource Tool (Google sheet)

 

DEC 20, 2022: "Understanding the DOPES for Payroll Reconciliation"

Presenter:  Cherry Park

Resources:  TBD

 

JAN 17, 2023: "High Risk Ledger Review"

Presenter:  Eva Thiveos

Resources:  TBD

 

FEB 21, 2023: "Monthly Reconciliation Using the Project Setup Match Errors Report"

Presenter:  Lindsay Root

Resources:  TBD