Can I State: All CIMS Schools are now 100% on AdminConnect for finance operations. There is virtually NO need for CIMS Core … Get there! Review Account.

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Presentation transcript:

Can I State: All CIMS Schools are now 100% on AdminConnect for finance operations. There is virtually NO need for CIMS Core … Get there! Review Account Lookup and Reporting Printing and reporting less? Admin reviewing their own details? Trust the information? Easy to understand? Do you appreciate the scanned invoice and other documents being attached/viewable? Show Wildcard lookup Confirm you have previous year lookup AND should have also a GNL.570 previous year report Remind staff that transaction detail can be downloaded Using GNL.548 Search Report

P/O Req entry at School based on what piece/scrap of paper? Is this fine to continue to be left as is to the end user wanting ‘stuff’ EG: I want 2 staplers, dry erase markers (Black), and some regular letter envelopes. Clerk – where to buy? What item to look for? Do you largely use for standard items the Tender Items???? Does this work????? Discussion: Tender catalogue, using Bid Requests to create a P/O Input from Clerical OK? Any changes? Attach teacher scrap paper? Approval at Admin Level – Efficient/OK? Do you print the Req … thinking YES

Second Stage of that P/O P/O Req gets approved and you are informed by .. What do you do with that acknowledgement (keep, mark Req, nothing?) Goods arrive.. Pull P/O Req copy, indicate what items have arrived.. Use this to approve Invoice? Do you scan/attach the packing slip(s)? Approve Invoice for payment … THEN What to do with paperwork (Req, Packing slip).. File in a box?

Purchasing/School Challenges Annual/bulk orders versus just in time as you need.. Thoughts ???? Choosing to pay the person(s) through School books ….. Then require reimbursement and accounting … Why the pressure to pay from schoolbooks ???? People wanting to order online …. convenience of Online for large office/tender suppliers.. Thoughts ** Take a look at the new Stock Request item Search! QUESTION: Over time has your CIMS clerical work increased? P/O’s, Stock Requests Field Trips Work Orders Permits J/E Requests Scanning …. What can/should we be doing?

QUESTION: Over time has your CIMS admin work increased? Is the online approvals etc. adding workload? What would you like to see changed? CONSIDERATION: Mobile Friendly APP For School Admin to approve P/O’s and A/P Invoices … goal here would be to speed up those transactions thinking they are accessing mobile in the car wash lineup, at a boring band concert …. Thoughts?