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September 2018
Using Summary Screens and Account Analysis

Using Summary Screens and Account Analysis

Functionality has been added to summary screens and Account Analysis.  You can click on any column heading item and change the sort order of the screen.  For example, if you are using the Voucher Summary screen below, clicking on the Vendor Name column heading will sort the vendors in alphabetic order.  If you want to go back to the original voucher number order, click the Reset button. You can also click and drag any column heading to different locations on the screen. ...
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August 2018
Finding Negative Expenditures

Finding Negative Expenditures

To find negative expenditures (which MDE doesn’t like when we send UFARS data), here is a short cut.  Go to Account Analysis and enter Periods 201801 to 201813, enter an E in the L column and click Find.  Once the screen is populated, click on the End Balance column.  All negative expenses will appear at the top of your screen.  Click Reset to switch back to Account Code order.
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March 2018

Requisition Users...

If your district only uses Online Ordering (like Express), we can eliminate the menu item ‘Order Requisition Entry’ to make in less confusing for your employees.  Or, if your district never uses an Online Vendor, we can eliminate ‘Ordering’ from the menu.  Contact Stacy if you would like this change or have questions.
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Revenue Budgeting for FY19

Revenue Budgeting for FY19

The new FY 2019 Revenue Projection Model is now available on MDE’s website. http://w20.education.state.mn.us/MDEAnalytics/DataTopic.jsp?TOPICID=247.  If you would like assistance working on next year’s revenue budget, send Stacy or Wayne your FY19 pupil estimates.  We will use those pupil estimates to create a revenue budget using the Budget Workpapers in SMART Finance.If you are working with the FY 2019 Revenue Projection Model, note the following: On the User Inputs tab, ...
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February 2018

House Cleaning Accounts

Do you have some accounts that haven’t been used for a few years and are no longer needed?  Follow these steps to get a list of unused accounts: Run the Budget Workpapers including both types E and R Extract to Excel In Excel, sort the spreadsheet by all the columns that have dollar amounts to view accounts without activity Delete all accounts that you want to keep. Save the spreadsheet Send the spreadsheet to Region 1 and we will shut off the accountsOr, ask someone in finance at Reg...
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Basic Skills Extended Time

If you are using MDE’s latest 2018 Revenue Project Model, a new finance dimension of 309 has been added for Basic Skills Extended Time.  If there is money in this category on the Revenue Summary, you will need to show expenses and revenue using finance 309.  If you plan to spend the revenue in the current year (which Region 1 would recommend) a closing account of 422 can be used.
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January 2018
SMARTFinance New Reports

SMARTFinance New Reports

With the latest SMART Finance release, we have added many new standard reports.  To see a sample of the new expenditure reports, go to Custom Report > Custom Ledger Reports and click on Expenditure Report.  You will see many new reports sorted and totaled by different account dimensions.
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UFARS Chp X Updates

UFARS Chp X Updates

The new UFARS grid has been loaded into Smart Finance and that means we have been running into new Chapter X errors for FY18.  Here are a few examples of the most common errors…  Fin 412 for Race-to-the-Top/Title I Pre-K Incentive has ended as of 201714.  Pro 351 for Technical Education has ended as of 201714.  This may need to be move to Pro 361 for Trade and Industrial Education.  Obj 390 and 399 are no longer valid with Pro 420 and Fin 740.  These consulti...
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November 2017
New Special Education UFARS, SERVS, EDRS

New Special Education UFARS, SERVS, EDRS

Just a reminder that the deadline for UFARS, SERVS, and EDRS reconciliation is November 30th.  Contact Stacy or Alison if you need assistance. Below is a sample of a new Special Education comment that can be used on Purchase Orders or Requisitions.  If you want to add this comment or change an existing special education comment go to Administration > Access > Auto Comments.  Contact us if you need help. 
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June 2017
Revenue Budgeting for FY18

Revenue Budgeting for FY18

A new version of the FY 2018 Revenue Projection Model is now available on MDE’s website.  If you would like assistance working on next year’s revenue budget, contact Ali, Stacy, or Wayne for different options to help you prepare your FY18 revenue budget.  We like to incorporate the Smart Finance Budget Workpapers into the budgeting process.
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