Training

BOPM 2023 Presentations
BOPM 2024 Registration (Coming Soon)
Frontline Training Videos
Technology Work Order (Incident IQ)
Technology Work Order Instructions
Frontline Official Documentation (Must be logged into Frontline)

Who to Call?

Budget Department:

• Set up of RevTrak
• Set up new account codes
• Overrides on 461
• Help with coding
• Help with budget change requests

General Ledger:

• Grants
• Cash receipts
• Journal Entries
• Assets/Inventory
• Teacher Retirement

Purchasing:

• Requisitions
• Purchase Orders
• Vendors
• Procurement Categories
• Contracts
• Awarded Vendors
• Cooperatives
• Travel, LPC, and Fuel Card ordering, replacement cards, and approval issues
• Creating New Vendors
• Receiving Orders

Accounts Payable:

• Status of Invoice
• Check Number
• Stop Payments
• Void and Reissue
• Setting up Non-Employee Payments
• How to handle Credit Memo’s
• Employee Reimbursement
• Travel Reimbursement
• Check Request
• 1099-Reporting
• Issuing Student Refund Checks
• LPC/Fuel/Travel Card posting of Expenses
• Outstanding checks

Jonathan  Collins or Brenda Zuniga:

• Security/Entry Point Access
• Dashboard Related Issues
• Report Distribution
• Notifications
• Account Code Access
• ERP Permissions
• Self Service Center Issues
• Position Management
• Organization Maintenance

Derek Gillard:

• Mileage Related Questions

PISD Procedures

General

Side Navigation
Dashboards
Simplified Approvals

Purchasing

Request New Vendor
Create Traditional Requisition
Simplified Create Traditional Requisition
Create Blanket Requisition
Simplified Create Blanket Requisition
Create Warehouse Requisition
Simplified Create Warehouse Requisition
Create Punchout Requisitions (Amazon)
Create Project Requisition
Approve Requisition
Search Requisition
Purchase Order Search
Receive Purchase Orders
Simplified Receive Purchase Orders
Receiving through the Requisition Workaround
Requisition Status Explained
Simplified Search for Saved Requisitions
EqualLevel  Create a Shopping Cart
EqualLevel How to Transfer Cart
EqualLevel How to Punchout and Place an Order
Cancel Remaining on PO

Accounts Payable

Check Request
Create Check Request

Reimbursements
Create Employee Advance/Reimbursement Request
Create Non-Employee Advance/Reimbursement Request
Add Individuals for Non-Employee (Google Doc)

Student/Non-Employee Refund Form

Mileage
Create Mileage Reimbursement Request
Toll Charges via Employee Reimbursement
Add New Address for Mileage Route
Approve Mileage Reimbursements
Creation of Map Using Google Maps

Travel
Create Travel Request
Expense Report
Create Zero Dollar Expense Report

AP Processes
Search AP Processes
View Invoices in Frontline
View Check Number
FY23 Year End Processes

AP Reports
REPORT - Open Encumbrances
REPORT - Invoice Not Received by Requisitioner
REPORT - Teacher Activity Detail
Cancel Remaining on PO
Answers to the BOPM Handout

Budget

New Account Setup Google Sheet
My Accounts
Budget Change Request (BCR)
BCR Upload Template (in Excel)
Approve Budget Change Request
Accessing 461 Locals in My Accounts
Financial Coding Chart
Budget Allocation Approval Process
Campus Budget Development Book
Department Budget Development Book
Approve Budget Owner Allocations
Budget Allocation Process for Departments
Budget Allocation Process for Campuses

General Ledger

Create Journal Entry
Import Journal Entry
Import Journal Entry Template
Approve Journal Entry
Journal Entry Between Campus and Department
Interfund Journal Entry
Journal Entry Title List

Cash Collections

Cash Collections Manual for Teachers
Campus Cash Receipts for Bookkeepers/Secretaries
Receipting on New Version Cash Collection Management System
Cash Receipt New Group/Activity Request Form

Credit Cards

Credit Card Form Fillable
District Credit Card Instructions
Travel Card Video Instructions
Simplified District Credit Card Instructions
Approve Credit Cards
Returned Credit Card Transactions
Reviewing Credit Card Transactions
Request Credit Card Limit or Category Override (Coming Soon)

End of Year Procedures

End of FY24 Deadlines
End of Year Training Handout