Monday, October 18, 2021

Morning Sessions – 8:00am to Noon

  • Purchasing and Payments 101

Join us as we explore the purchasing process from Requisition Entry to Payment processing. We will start with master file and prerequisites setup. From there we will move to entering a requisition and following it through the approval and purchase order creation.

Next we will move to the various payment programs that your organization can utilize. This includes a review of the check printing process and what to do when your checks do not print. Throughout the session we will take a look at reports to increase your efficiency and tools that are available to make modifications during each process.

  • Human Resource and Payroll Collaboration

Payroll and Human Resource departmental duties overlap. In Alio, the departments may even share the same programs. This session will explore the programs, utilities and reports available in Alio to assist you with the tasks of tracking employee information. Some of the topics we will discuss include:
• The flow of entering new employee information
• Using the On/Off Boarding tool
• Tracking benefits
• Entering employee benefit, deduction and taxes
• Tracking certification, education and experience
• Tracking employee matrix using position control and
employee jobs/pays
• Using employee categories and employee category groups

Enjoy the benefits of networking with other Alio users in the Human Resource and Payroll Departments.

  • Alio Intelligence I – Beginner

Powerful business intelligence reporting tool at your fingertips! If you are not using Alio Intelligence, you are missing out! Alio Intelligence has no additional maintenance fee; it is included with your Alio Financial Accounting System license.

Learn the basic navigation and report features of Alio Intelligence and the flexibility it provides. Learn how to use Alio Intelligence to build custom reports. Take an in-depth look at the six major steps to building and deploying custom reports.

Remember to bring your laptop to take advantage of this “hands-on” experience. You will have the ability to create reports while logged into your district database and start using those reports right away!

Note: Please ensure you have full access to your Alio Intelligence environment and Alio database. You may need to work with your Technology Department and test the remote connection prior to travel.

Afternoon Sessions – 1:00pm to 5:00pm

  • Alio Finance Reports

Come see how to set up Report Specification Masters that are used each time a report linked to Report Specification Master is generated, such as Balance Sheet, Expense and Revenue reports. We will show you how to total and subtotal by dimension, such as fund, object, and function; and how to create and incorporate User Defined Dimensions to add additional sorting and totaling capabilities.

Haven’t used the Variable Column Report? We will show you how to use this customized multi-year Finance report writer within Alio. This report enables you to display up to 5 years of summary data for all accounts in Alio.

Need help with creating custom finance reports in Alio? We are here to help you create Report Specifications, User Defined Dimensions, and Variable Column reports!

  • Payroll Deep Dive

So you run payroll and everyone gets paid correctly, but what is going on behind the scenes? Join this session to fully understand how payroll is calculated in Alio.

Take a deep dive into how payroll amounts are calculated, including how the accounting is determined for salary expenses and benefits. Explore Pay Classes, Pay Types and Pay Class Types, which determine payment amounts. Discuss how pays coded as Regular Pay or Non Regular Pay affects your payroll.

How is a Deduction or Benefit calculated? Analyze the Deduction/Benefit Master. We will answer all your questions about how to expense your payroll to the proper accounts.

  • Alio Intelligence II – Intermediate

Continue to build your report writing skills as we walk through the available features this powerful business intelligence tool has to offer. Join us as we cover all this and more:

• Discuss best practices using the Universe to acquire the correct data for your report
• Create reports with multiple queries
• Learn about linking and user controls
• Create variables and formulas
• Get the look you want with grouping, sorting, and more
• Learn how to schedule reports

Remember to bring your laptop to take advantage of this “hands-on” experience. You will have the ability to create reports while logged into your district database and start using them right away!

Note: Please ensure you have full access to your Alio Intelligence environment and Alio database. You may need to work with your Technology Department and test the remote connection prior to travel.

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