Restricted Funding Training
Fiscal Year 2025 Training
Wednesday, October 30th, 2024 - Restricted Funding Budget Review Training - Slides
Wednesday, April 16th, 2025 - Restricted Funding - Budget Development Training FY 2026 & Restricted Funding - Budget Development Workbook Tool FY 2026
Wednesday, April 23rd, 2025 - Restricted Funding - Invoicing & Reporting Training - Slides
Prior Year Fiscal Year Recorded Training
Fiscal Year 2024 Trainings
Tuesday Training
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 9th at 1:00 PM – Categorical Budget Basics - Slides
Tuesday, April 23rd at 10:00 AM – Categorical Budget Development
Tuesday, June 18th at 1:00 PM – Categorical Year-End - Slides
Fiscal Year 2023 Training
Fiscal Report Training - Tuesday, October 18th, 2022
Recording of 10/18/22 Fiscal Report Training. 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
Recording of 10/20/22 Adopted Budget Training
Slides from 10/20/22 Adopted Budget Training
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?
Fiscal Year 2022 Training
Escape Fiscal Report Training - December 8th, 2021
Recording of 12/8/21 Escape Fiscal Report Training
Slides from 12/8/21 Escape Fiscal Report Training
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
PDA Presentation Recording 2/17/21
PDA Presentation Slides 2/17/21
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.