Posts Filed under Budget/Finance Functionality Team
Student Finance Issues Log
16 March 2011
Filed under: Admissions and Records Functionality Team, Budget/Finance Functionality Team, Financial Aid Functionality Team, Project Logs, Student Finance Functionality Team
Business Managers Issues Log
13 March 2011
Filed under: Budget/Finance Functionality Team, Project Logs, Student Finance Functionality Team
Finance and Human Resource Enhancements
16 December 2010
Enhancement/Features |
Module |
Comments |
| New Hire (UI Customization) | Workforce Administration | UI customization that enhances the hiring of process. Data entry is simplified due to all data field needing input are highlighted. |
| Copy Address functionality | Workforce Administration | This functionality enables user to directly copy the mailing address of the Employee as entered on Home Address type and in turn saves data entry and time. …more Finance and Human Resource Enhancements |
Filed under: Budget/Finance Functionality Team, Human Resources Functionality Team
Year End Assignments
1 November 2010
Task |
Notes |
Responsible |
due date |
on target? |
| final deposits | follow-up with responsible trust & club accounts – review procedures with Ron meet with business mgrs 9/7, give them list of assignments in writing | business managers/Judy Lam | deposits 9/10 | |
| trust fund reports | receive and log in all college trust fund statements, college bank reconciliations and student club statements | business managers | 17-Sep | …more Year End Assignments |
Filed under: Budget/Finance Functionality Team, Student Finance Functionality Team
Audit Assignments – College Business Offices – Business Managers Meeting
7 September 2010
| Bank Statements – District revenue accounts – Current |
September 10, 2010 |
| Trust Fund Reports – Campus Accounts- June 30, 2010 Sui Song will let you know which months we’re missing |
September 17, 2010 |
| Associated Student Reports –June 30, 2010 Sui Song will let you know which months we’re missing |
September 17, 2010 |
| Bank reconciliations – All months/All campus accounts | September 17, 2010 |
| Trust Fund recap report | September 24, 2010 |
| Transfer of all district revenue to district thru current month | September 15, 2010 |
Filed under: Budget/Finance Functionality Team, Meeting Agenda, Student Finance Functionality Team
Business Managers Issues Log
19 August 2009
Filed under: Budget/Finance Functionality Team, Project Logs
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