Monday, October 28, 2019

Choose one of these three morning sessions. – 8:00am to Noon

  • Budget Preparation System and FAS Budgeting

Streamline your budgeting process with the Alio Budget Preparation System (BPS)!  Bring your laptops!  We will walk through the setup and process together.

Create multiple budge scenarios to review for the new fiscal year based on input from the school board or from known changes to the district’s budget for the next year.  Merge scenarios to play with different groups and numbers before finalizing one budget.

Learn how to enable the principals and selected staff to log in and key budget amounts.  Use the Budge Prep Calculator to copy prior year budget amounts and increase the budget by a percent or dollar amount.  Learn how to utilize a zero-based budget (ZBB) in which all expenses must be justified.

Print reports showing 2020 budget against the current 2021 budget entries and run reports comparing up to five years.

BPS integrates with Position Control and Salary Administration modules.  We will discuss how these modules can provide different budget views for next year’s salaries and benefits.

When complete, the budget scenarios are loaded into the Financial Accounting System (FAS) Budget Entry module to perform a final review and post the budget to the general ledger.

  • Benefits of 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 new On/Off Boarding tool
  • Tracking benefits
  • Entering employee benefit, deduction, and taxes
  • Tracking certification, education, and experience
  • Using employee categories and employee category groups

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

  • Introduction to Alio Intelligence Report Design

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 you 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 database.  You may need to work with your Technology Department and test the remote connection prior to travel.

 

Monday, October 28, 2019

Choose one of these three afternoon sessions. – 1:00pm to 5:00pm

  • Bank / Cash Reconciliation

Bring your bank files and your laptop to this session!

Use Bank Reconciliation Processing to electronically track and report on the various transaction types defined on the bank statement including deposits, checks, ACH transactions, wire transfers, and miscellaneous fees.  We will help you set up your organization’s bank file so that you can begin reconciling statements.

Use Cash Reconciliation Processing to verify the reconciled check file provided by your bank with the cash account transactions in Alio.

  • Deep Dive into Payroll Processing and Accounting

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.

  • Advanced Alio Intelligence Report Design

Come take an advanced look at the available features this powerful business intelligence tool has to offer.

  • Discuss best practices using the Universe to acquire the correct data for your report
  • Learn about Advanced Scheduling features
  • Create user-defined dimensions and merge dimensions
  • Create variables and formulas
  • Apply report filters
  • Create hyperlinks and document links

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 database. You may need to work with your Technology Department and test the remote connection prior to travel.

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