Kathy Lundquist – TUG Connects Breakout Sessions



If you’re going to be attending TUG Connects, don’t miss Kathy Lunquist, our VP of Professional Services, in the following breakout sessions:
SX.e / WebUI – Administrator Options (AO)
TUESDAY, 03/27 1:15pm – 2:15pm
Administrator options, also referred to as system flags, are key to configuring your SX.e system.
IF YOUR COMPANY IS:
  • Preparing for a ‘go live’
  • Upgrading multiple versions
  • Reviewing existing settings
IT’S CRITICAL TO UNDERSTAND HOW THE AOS IMPACT YOUR BUSINESS.

Key Takeaways:
  • How to approach initial setups
  • Impact of settings
  • Documenting setups
  • Access and security
  • Tracking changes
  • Overview of AO screens
  • Not all options are equal – which should be changed with caution after ‘go live’
  • White paper documentation
Ad Hoc Reporting in SX.e via Excel
WEDNESDAY, 03/28 4:15pm – 5:15pm

While SX.e has a large variety of standard reports, there are many times your company needs specific data that is not easily obtained from these reports. Accounting departments in particular need quick access to specific data for analysis. Gathering information for audit requests can be burdensome if the data is not in a user-friendly format. Leveraging standard tools in Excel to create quick reports will be a game changer!

Key Takeaways:
  • Benefits and drawbacks to Excel reporting
  • Step-by-step how to
  • Data dictionary
  • Joining tables and fields
  • Working with arrays
  • Prompting for values (runtime variables) – date range, warehouse, sales rep, etc.
  • Sample quick reports
  • White paper documentation
Note: this reporting tool can be used for all versions except cloud.

SX.e / WebUI-Finance and G/L Overview
THURSDAY, 03/29 9:30am – 10:30am

This session examines system integrations to the general ledger, control accounts and balancing. Share your experience, bring your questions.

Key Takeaways:
  • Understanding the ‘5 levels of integration’
  • T accounts (yay!) – analyzing workflow for typical system transactions
  • Review control accounts
  • Balancing to the general ledger
  • Interaction with other users for ideas and best practices
  • White paper documentation
For More Info : Visit Here : https://www.nsacom.com/

Comments

Post a Comment