1. Julie Thompson Christy Todd Jason Beitzel Kelly Saxon
GeorgiaFIRST Financials Financial Control & Reporting Birds of a Feather
Julie Thompson
Christy Todd
Jason Beitzel
Kelly Saxon

2. Agenda Open Q&A and Group Discussion Upgrade Feedback and Q&A IMHO….
Budget Activity Reports
Encumbrance Reconciliation – ENCUMB vs. PO
Asset Management

3. Open Q&A
And
Group Discussion

4. GeorgiaFIRST Financial Upgrades
PeopleTools 8.52
UAT – late Oct / early Nov
Application Upgrade to PeopleSoft Version 9.2
Fit/Gap starting in January
Any Questions or Feedback from Pre-Conference GeorgiaFIRST Financials Application Upgrade Preview and Demonstration Session?

5. IMHO Budget Activity Reports Who’s using them? Are they better? Worse?
What’s missing?

6. IMHO Encumbrance Recon ENCUMB vs. PO
Who understands the ENCUMB ledger build process?
Who has balanced ENCUMB to their Purchase Orders?
How are you doing it?

7. IMHO Encumbrance Recon PO Open Enc as of Acctg Period report
BOR Menus > BOR Purchasing > BOR PO Reports > PO Open Enc as of Acctg Period
BOR_KK_ENC_BAL_AS_OF_PD
DETAIL_EN ledger balance as of an accounting period

8. Asset Management
ITS is in the process of developing new “tools” to assist with AM reconciliation.
Probably new queries
Possibly a checklist

9. Questions / Comments ?