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May 2025

Chapter 10 Errors

Now is a good time to address any Chapter 10 errors you may have. Region 1 has already notified those who have errors, so if you did hear from us and need assistance, please reach out. We will not be able to submit your data to MDE without these corrections made. 
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Sending Bank Statements in SMART Finance

For a secure way to send Region 1 your bank statements for review, instead of emailing them, use the following:Click on the little Green Window (Quick Menu) and go to Smart Documents. From here, click on Add Folder, which you can name "Bank Statements" as in the screenshot below. Within the Bank Statement Folder, create a subfolder for each month, and upload your bank statements into the appropriate folder.Lastly, please mail us to let us know that the statemen...
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April 2025

Entering Requisitions for Next Year (FY25-26)

If your district wants to create requisitions for FY25-26 in SMARTeR, the Accounting Calendar in SMART Finance needs to be opened through July. (open the GL in both 202513 & 202514) To create a requisition for FY25-26, enter 07/01/2025 in the Date required field of the requisition entry screen. This will change the GL period to 202601 on the detail lines of the requisition. (Note: Depending on the security level, the person entering the requisition may not see the GL Peri...
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Purchase Orders for FY25-26

As you get ready to enter POs for next year, all the Periods on the Accounting Calendar need to be open through 202601. For Periods 202513 and 202514, open GL only. Contact someone in Finance if you need help with this. Once the period 202601 is open, POs can be saved for the next fiscal year. 
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March 2025

Bank Reconciliation Reminder

When completing your bank reconciliation, PLEASE be sure that you have finished balancing the prior months reconciliation, BEFORE starting the reconciliation for the current month. We are in the month of March, and you are going to do the bank reconciliation for February. Double check that your January reconciliation worksheet is balanced to zero and that you have finalized the worksheet before you create the reconciliation for February. If you start the next month before you have finalized...
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Cleanup Before FY25

Before you know it, FY25 fiscal year end will be here!  Below are some cleanup items you'll want to start looking at as you have time:  Open Invoices (for those who use invoicing) Go to Accounts Receivable/Invoice Summary. Choose status of OPEN and click on find/retrieve. You can then click on the Inv Date column header to rearrange it so that the oldest invoices show up first. Your district should go through any old invoices and identify whether they should still be out there or i...
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February 2025

New Features in SMART

Payment GenerationYou can now do a payment generation for more than one payment type at a time. When you go into Payment Generation, you will check the type of payments you want included in the generation instead of having to do them separately:Pre-Payment ReportThe new feature of this report is that you can now run the report by Payment Type:Copy Feature The Copy feature has changed to use the COPY button on the menu bar. We have added additional options to your JE copy feature a...
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Auto Resizing

This function was added to SMART so that bigger monitors will see more information if it is there. Default screen resolution can be changed. Recommended resolution for SMART: 1366 x 768 
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FY25 UFARS Review

In February and March, Region 1 will begin reviewing each district’s accounts for FY25 UFARS compliance. As we run UFARS Chapter X edits, we will contact you with errors that need to be corrected. We will also review all pandemic grant accounts and shut off all but a few remaining finance codes. 
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December 2024

FY25 Update

There are a few new Finance codes as of FY25:Finance 356 – Literacy AidFinance 357 – Teacher Compensation for the READ Act TrainingFinance 389 – School District Levy The following codes are no longer valid for FY25:                Finance 140-144, 156, 162-164, 167 and 170 
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