SMART Finance News You Can Use

If you need to create manual vouchers for payables from payroll (beyond what comes across automatically), this is an indication that you need to setup a new vendor in Finance and enter that vendor in payroll as well, so these vouchers also come across automatically. After payroll is run, there is follow up work in Finance to pay the payroll vouchers.  Many district do two payrolls each month, and you will want to make sure you do your payment generations twice a month as well, or you r...

When using FY21 Revenue Projection model to estimate final revenue for the year on the GenEd tab, don’t forget to change the drop down below to ‘From Report Tab’ from the default of ‘IDEAS’. If this is not changed, the revenue will not reflect the changes made to ADMs on the Report tab. 

Just a reminder that your district is required to send initial UFARS data to MDE by September 15th. It takes several hours for Region 1 to review/prepare each district for closing and sending data. Please don’t wait until the last minute.

There was a change in our software for the default images for Invoices and PO’s. This is for the districts that have separate logos or signatures attached. We instructed everyone to change the image when you sign into SmartFin each day, but you have to do it every time you sign in.We have done an update to the software that will allow us to permanently set a default by user for these so that you won't have to change it every time you sign in. If you would like us to set this up fo...