Monthly Tuesday Trainings
Monthly Trainings to assist with accounting related program responsibilities. Each month has a different topic. While topics are aimed at Categorical Programs, much of the information is relevant to Direct Programs as well. For more information and to acquire the Zoom link, please email Stephanie at sdirks@santarosa.edu.
Tuesday Training Schedule & Topics 2023/2024 (subject to change)
Tuesday, August 1st at 10:00 AM – Adopted Budget Development
Tuesday, September 19th at 1:00 PM – All About Budgets - Slides
Tuesday, October 10th at 10:00 AM – NOVA Reporting & What Fiscal Reports are Best - Slides
Tuesday, November 7th at 1:00 PM November 14th at 10:00 AM – Why Activity Codes and Object Codes are Important and How to Choose - Slides
Tuesday, December 5th at 10:00 AM – Looking Ahead to Spring - Slides - PAF Date Guidelines FY 24 & FY 25
Tuesday, January 23rd at 1:00 PM – Time to Review Fall Budgets and Start Planning For Year End - Slides
Tuesday, February 13th at 10:00 AM – Purchasing Deadlines are looming – Do you have money you need to spend? This topic was postponed and presented as a part of the Lunch & Learn series.
Tuesday, April 2nd at 1:00 PM – Categorical Budget Basics - POSTPONED to April 9th
Tuesday, April 9th at 1:00 PM – Categorical Budget Basics - Slides
Tuesday, April 23rd at 10:00 AM – Categorical Budget Development
Tuesday, May 14th at 1:00 PM – Categorical Year-End Review & Planning
Past Trainings
Fiscal Report Training - Tuesday, October 18th, 2022
The link to the recording. There are not any slides, as the presentation was live in Escape.
Video Breakdown by Topic:
00 – 11:05 Running and Calling Reports - Fiscal 03
11:06 – 17:12 Running and Calling Reports - Fiscal 02
17:13 – 28:20 Running and Calling Reports - Fiscal 04
28:21 – 43:43 Running and Calling Reports - Fiscal 06
Adopted Budget Training - Tuesday, September 20th, 2022
The link to the recording and slides.
Video Breakdown by Topic:
00 – 1:13 Introduction and Housekeeping Items
1:14-2:05 Agenda
2:05 – 4:08 The Chart of Accounts
4:09 –6:23 Running or Calling Reports - Fiscal 02
6:24 – 8:45 Reviewing and Reading your Fiscal 02 Report
8:46- 10:01 Healthy Budget Examples, Revenue Accounts & Carryover
10:02 – 11:31 Healthy Budget – Positive Component Totals
11:32 – 16:39 Encumbered Funds
16:40 – 21:04 Request to Disencumber Funds & Pay 10C
21:05 – 25:07 Adopted Budget Account Look Up
25:08 –27:40 Unhealthy Budgets and how to fix them
27:41 – 28:12 Drill Down in Account Look Up
28:13 – 33:39 Budget Management Tool
33:40 – 36:43 Budget Transfers
36:44 – 38:47 Journal Entries
38:49 – 39:24 Fiscal 99 Report/Account Look Up/Snapshot & Journal Entries Continued
39:25 – 36:28 How to tell if an Account is linked. Need an Account Linked?
Escape Fiscal Report Training - December 8th, 2021
Video Breakdown by Topic:
00-00:35 Agenda
00:36 – 2:59 A Budget Story (the different parts of the budget code)
3:00 – 9:49 Fiscal Reports Overview – Comparing all fiscal reports
9:50 – 16:55 Calling the reports, looking at the request screen, Fiscal 02, Fiscal 03, Fiscal 16
16:56 – 26:14 Calling and running, looking at the request screen, Fiscal 04 & Fiscal 06
PDA Presentation - Need a Report? Escape can do that! - February 17th, 2021
Video Breakdown by Topic:
00 – 2:20 - Into to PDA Session
2:21 – 4:28 The Chart of Accounts
4:29 – 7:16 Fiscal Reports Overview
7:17 – 8:04 Running or Calling Reports - Fiscal 03, Fiscal 02, Fiscal 06
8:05 – 17:55 Detailed look at Calling a Fiscal 03 Report
17:56 – 20:46 Saving your reports as a Report Favorite
20:47 – 26:22 Budget Transfers
26:23 – 30:38 Journal Entries
30:39 – 34:32 Fiscal 99 Report/Account Look Up/Snapshot & Journal Entries Continued
34:33 – 36:28 How to tell if an Account is linked. Need an Account Linked? Here are the contacts.