1 / 20

Welcome

Welcome. USAS – R March 20 th , 2019 Valley View. Redesign Goals. Reproduce Classic Functionality Redesign Data Model Modernize Platform and Data Store Support Future Enhancements. State Software. Redesign Major Features. Flexible Data Model Simplified Application

ahayward
Télécharger la présentation

Welcome

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Welcome USAS – R March 20th, 2019 Valley View

  2. Redesign Goals Reproduce Classic Functionality Redesign Data Model Modernize Platform and Data Store Support Future Enhancements StateSoftware

  3. Redesign Major Features • Flexible Data Model • Simplified Application • Modernized Architecture • Cloud Enabled • Custom Report Writer • Custom Fields • Simplified “Advanced” Query Language

  4. USAS-R Menu Menu above displays a user with USAS Group Manager Access (default) NOTE: USAS Access is customizable. The menu options displayed can be changed based on what you want a particular user to have access to.

  5. USXS-R Home Home page is the welcome page for the application.  You can toggle between all Template reports available or just the Template reports you marked as a Favorite.

  6. Grids • Most data types show up in customizable grids • User able to select what appears, as well as order • Grid is lazy loaded • Meaning scroll down through all data and is loaded as you go • No maximum records returned and no page numbers • No limitation on fields they can query on • Filter grid results from filter row • Wildcard % • Advanced query against any field related to data type • Can be saved and recalled • Available as filters in reports

  7. Grids - continued Grids can be: • Customized • Sorted • Filtered • Automatic report generation • Used for quick view • Used for detail view • Advance query • Query can be saved

  8. Customizing Grids Grids can be customized on a per user basis. Columns can be rearranged to a user’s liking and columns removed and added.

  9. Customizing Grids - continued Drag and drop columns to rearrange

  10. More Button • Allows you to keep add or remove columns (fields) from your grid • Not limited to just the fields in that program. • Example: On PO Grid, I can include the ‘default payment type’ field stored on the vendor record

  11. MORE BUTTON - continued Selectthefieldsyouwishtosee

  12. Users • User accounts from Classic will be imported into USAS-R • Users option is under ‘System’ menu. • Only users with USAS_USER or USPS_USER permissions will be able to create user accounts and/or change passwords. • Assign a Role(s), Filter (USASEC), etc.

  13. Roles • Roles defined to represent the basic functions, responsibilities, or tasks of users in the district.   • Each role is granted one or more "Permissions", each of which allows a specific functionality within the software.   • For example, default Roles in USAS-R include • SSDT encourages districts to create custom roles for their users. Allows much more flexibility and control over “who has access to what” in the system.

  14. Permissions • When creating a role, there are many permissions that can be granted. • For example, creating a Role for an AR user who creates receipts and refunds. • To grant access to all options within receipts, I can click “USAS_RECEIPT”, which gives them access to create, delete, report, update and view receipts.

  15. Posting Periods • Posting Periods is located under the 'Core' menu.   • Allows flexibility to keep several months open within the same fiscal year... in order to post transactions in previous and/or future months. • A rule can be enabled to restrict a period from being re-opened once it is closed.  Click on to open a period Click on to close a period Click on to make it the current period

  16. Req to check Requisition Convert Requisition Purchase Order AP Invoices (Legacy) Payables (INVLST) Disbursements

  17. USAS REPORTS • Three ways to create reports: • Automatically using any of the grids • Report Manager Available Template Reports • Via your own Custom Reports • Generate and download reports: • Various output formats available: PDF, CSV, Excel, etx. • Email report definitions to others • Upload report definitions from others • Share reports with others within your district

  18. BUDGETING The Budgeting menu offers interfaces to handle the budgeting processes involved in creating temporary and permanent estimates of expenditures and revenues.  The interfaces include: Scenarios & Proposed Amounts

  19. Redesign’s FIVE YEAR FORECAST Two options are available under the PERIODIC menu: • The CSV option creates a comma separate value format that you can copy and paste into a five year forecast spreadsheet • The EXCEL option creates an EXCEL formatted file that is automatically pulled in the SSDT Forecast spreadsheet! The parameter sheet is displayed by default and already pre-filled with the district name, county and fiscal year

  20. Thank You!

More Related