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Preparing for Year-End Close

Jul 07, 2012

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2. Year End Close Workshop - Agenda. Welcome Year-End Close-Measuring Financial PerformanceThe Closing ScheduleThe Closing CalendarExpenditures Expenditure AccrualsCommitmentsMaximize Budget AllocationsRevenue AccrualsConclusion. 3. Welcome . Associate Director of Fiscal Operations

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Preparing for Year-End Close

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1. Preparing for Year-End Close The Office of Fiscal Services Fiscal Connects�Year-End Close Workshop

Best Practices for Year-End Close

Best Practices for Year-End Close. Purchasing Academy November 7-8, 2011 @ Irving November 17-18, 2011 @ San Marcos TASBO. Things to Do…During the Fiscal Year. Annual tasks: Update and distribute all policies, procedures, forms, and internal controls

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Preparing for End of Year (April 2013)

Preparing for End of Year (April 2013). Objectives. School l eaders will: Practice scoring Professionalism Understand the EOY Data Reports Understand available support for hosting EOY LEAP Conversations

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Year End Close FY2010

Year End Close FY2010. Financial Statements and Deadlines for Year End Close State of Oregon Oregon University System – OUS Oregon State University Foundations [fundraising efforts]. The big picture.

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Happy New Year Preparing your Campus for Year-End Close

** Happy New Year ** Preparing your Campus for Year-End Close. Amy Ahearn and Lorissa Cheney, MAPO Chancellor’s Office Year-End Legal Training April 17, 2014. PO Rollover – Run Control. CSU Year End Processing &gt; Year End Processes &gt; PO Rollover. PO Rollover – PO Rollover Verification.

419 views • 21 slides

Year End Close FY2012

Year End Close FY2012. OREGON STATE UNVERSITY. Presented by Business Affairs Financial Accounting &amp; Analysis [FA&amp;A] Team Mark Fryman Treasure Hunt Charlotte Rooks Kim Jenkins. The Big P icture. Financial Statements and Deadlines for Year End Close State of Oregon

585 views • 45 slides

Year-End Close - Participating Groups

Year-End Close - Participating Groups. Accounting Accounts Payable Budget Departments Facilities Services OSP, AES, ES ITC Payroll &amp; Personnel Property Management Purchasing RLUFS Capital Projects (Treasury) Other agencies and campuses. Year-End Close- Tasks and End Dates.

319 views • 16 slides

Year-End Close - Participating Groups

Year-End Close - Participating Groups. Accounting Accounts Payable Budget Departments Facilities Services OSP, AES, ES ITC Human Resources Property Management Purchasing RLUFS Capital Projects (Treasury) Other agencies and campuses. Year-End Close-Tasks and End Dates.

277 views • 16 slides

Year End Close Procurement Team Status Report

Year End Close Procurement Team Status Report. Joy Lofdahl August 19, 2004. Team Objective. For procurement, receiving, accruals, pre-payments, certifications:. Discuss procedures Implement improvements Clarify ambiguities. The Procurement Team. Joy Lofdahl Cynthia Andrada

226 views • 5 slides

Preparing for Fiscal Year End Processing 2014

Preparing for Fiscal Year End Processing 2014. Kathy Pelletier MUNIS Implementation Consultant Tyler Technologies - MUNIS Division k (. Important Information/Documents for Fiscal Year End Processing. Unaudited AFR due to KDE by July 25 th KDE Document: Fiscal Year End Processing (BGL-2)

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YEAR END CLOSE - JUST ANOTHER MONTH!

YEAR END CLOSE - JUST ANOTHER MONTH!. FOA Conference NAPA, April 15-17, 2007. AGENDA. Background Why, What, Where? Issues that this won’t resolve Preparing and Planning Campus perspectives Year-End Checklist and Timeline Includes RMP issues and guidelines Discussion and Q &amp; A.

691 views • 40 slides

Preparing for THE BIG “CLOSE”

Preparing for THE BIG “CLOSE”. FY 2012 YEAR END. YEAR-END CHECKLIST!!. CHECK BUDGETS!!!! SPEND $$$$ CLEAN UP OLD ENCUMBRANCES DO IT NOW!!!!. SEPTEMBER 28TH. Cash receipts in by 2:00 pm Accounts Payable paperwork by Noon Completed travel by Noon

362 views • 24 slides

2014 Fiscal Year-End Close Administrative Procedures

2014 Fiscal Year-End Close Administrative Procedures. June 2, 2014. Overall Agenda. Importance of Fiscal Year-End Close…and GAAP Training – Jeff Manning Fiscal Year-End Closing Guidelines FAR, Accounts Receivable, Payroll – Jennifer Killingsworth Accounts Payable – Angie Downing

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FY2004 Year End Close Retrospective

FY2004 Year End Close Retrospective. October 14, 2004. Agenda. Observations and suggestions for improvements collected from Close Coordination Team Division emails, phone calls and other conversations Topics What worked well Needs improvement Acknowledgements. What Worked Well.

191 views • 8 slides

Fiscal year end close and accruals

Fiscal year end close and accruals. Presented by Laura Putz &amp; Doug Nelson April 12 &amp; 13, 2010. YEAR END CLOSE. Differences from month end close Additional tasks at year end Accrual Entries Completion of Purchase Orders &amp; Invoices Annual adjustments Catastrophic Leave

672 views • 26 slides

Month End Close

Month End Close. Lean Reporting and Control. Month end close. Traditional financial reports created from standard cost accounting often cannot be understood by management &amp; operations without explanation from finance.

1.46k views • 19 slides

Fiscal Year-end Close

Fiscal Year-end Close. FY14. Documents for Year End. August 2014 Close Memo Year-End Calendar FY14 Allowable Funding Transfers Funds Management and Overdrafts. Link for Detailed YE Instructions. A detailed calendar of close dates is available on the Controller’s Office website at:

479 views • 26 slides

2009 End-of-Year Close-Out Session

2009 End-of-Year Close-Out Session. Dates. Agenda. Welcome Treasurer’s Office Cost Reporting Group Capital Assets Group Accounts Payable Group Supply Management &amp; Logistic Purchasing and Warehousing BRITE Procurement BRITE Human Resources BRITE Payroll.

1.34k views • 115 slides

Fiscal 2012 Advantage Year End Close

Fiscal 2012 Advantage Year End Close. May 2012. ASU Financial Services. WHAT IS IMPACTED BY YEAR END CLOSE?. Anyone with oversight or other fiscal responsibility for Advantage accounts should be aware of the fiscal year end close process.

587 views • 37 slides

Year-End is Coming - Begin Preparing NOW

https://employers.benefitmall.com/Payroll-HR-Essentials - The end of summer and the start of new routines means getting back into the swing of things. It means the start of football, the beginning of a new school year, and weather that will gradually be getting colder and nights that will be getting shorter. Guess what it means for payroll departments? The approach of year-end.

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Sars year-end close training

Sars year-end close training. June 11, 2019 9:00 a.m. – 11:30 a.m. Agenda. Welcome &amp; Introductions – Rob Hamilton Update from SARS – Rob Hamilton Year-end Close Schedule – Barb Watson GASB 84 Fiduciary Activities – Stacey Chase GASB 87 Leases – Alyssa Engelson

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Preparing for fiscal year end close

Preparing for fiscal year end close. FY 2019 YEAR END. Budget query by org. Self Service Finance Budget Query Select ‘Budget Status by Organizational Hierarchy. Click ‘Create query’. Select desired data columns. Continue.

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