Class Descriptions

VISION 101 Class Description

VISION Passwords
Using My System Profile
Search Features
Links, Icons, Buttons Overview
My Favorites
Intro to Query and Query Favorites
Overview of Reports
Working with the Process Monitor
Chart of Accounts Overview
Prerequisite for module specific classes

Accounts Payable

Accounts Payable Business Processes
Looking up Vendors
Entering Regular and Purchase order Vouchers
Entering Adjustment and Journal Vouchers
Setting up Speed Charts
Entering Vouchers using Speed Charts
Approving, Budget Checking, Closing and Deleting Vouchers
Finding and Fixing Budget Check Errors in Vouchers
Looking up Payment Information on the Voucher
Inquiring on Voucher Payment Information
Running the Voucher Status Report

Direct Journal Deposits

Overview – Entering and Preparing Deposits
Business Process for Deposits, Reminders, Hints
Debit/Credit Memo Business Process
Refund of Expenditures
Creating Accounting Entries
Approving Deposits – Complete and Budget Checking
Delete and Correct Deposits
Create and Maintain SpeedTypes
Enter a deposit using SpeedTypes
Reviews/Reporting/Queries
Correcting Direct Journal Accounting Entries

Accounts Receivable (using customers)

Business Processes, Reminders, Hints in Working in Receivable Processing
Creating and Maintaining Customers
Enter and Delete Receivable Pending Items
Inquire and Correct Receivable Pending Items
Enter Deposits (Regular Deposits and/or Express Deposits)
Creating and Using Customer Worksheets for Posting Payments, or Maintenance.
Correcting Customer Payments
Adding Customer Conversations ( Used By Dept of Corrections)
Run and Print Customer Statements
Reviews/Reports/ Queries

Federal Draw Process in VISION

Business Processes and Policy
Creating and Maintaining Customers
Enter Pending Items
Creating and Using Customer Worksheets for Posting Payments, or Maintenance.
Correcting Pending Item Errors
Run and Print Customer Statements
Reviews/Reports/ Queries

Asset Management

Overview of Asset Management
Searching for an Asset
Adding Expensed Assets
Adding Depreciable Assets
Adjusting the cost and quantity of Assets
Transfer of an Asset from one Dept Id or Fund to another
Retiring an Asset
Reinstating an Asset
Inquiring on the Cost History of an Asset

Purchase Orders 101

Introduction to Purchase Orders
Finding a Contract for the Item needed
Create a PO from a Contract
Create an Express PO
Create Change Orders for POs
Copying and Printing Purchase Orders

Purchase Orders 102

Introduction to Purchase Orders
Approve, Budget Check, and Dispatch a PO
Delete/Cancel a PO
Finalize a PO on the Voucher
Print a PO
Reconcile a PO

Contracts

Introduction to Contracts
Searching for an Item
Finding and interpreting Contracts
Create and Approve Contracts for Services
Amend and Close Contracts
Printing Contracts

Requisitions

Introduction to Requisitions
Searching for an Item
Create, Change, Approve, and Budget Check requisitions
Managing your Requisitions – Approving, Budget Checking, Finalizing
Canceling a Requisition
Copying and Printing Requisition

Billing (Full Day Class)

Overview - Billing and how it integrates with AR
Business Process/Reminders/Hints
Create/Maintain Customers
Enter Manual Bills
Create Recurring bill Templates/Schedules
Recurring Bill Process
Generate Invoice/Print/Load Invoices to AR
Reprint Invoices
Adjustments to Invoiced Bills
Reviews/Reports/Queries
Receivables Processing Manual
- Enter Customer Deposit/Worksheet
- Enter an Express Customer Deposit
- Create a Maintenance Worksheet
- Run and Print Customer Statements
- Report - Payment History by Vendor

General Ledger

Introduction to the General Ledger Module
Transfer Types in VISION
Requirements Regarding Processing of Journal Entries
Entering ONL and TSF Journal Entries for Different Scenarios
Editing, Budget Checking and Posting Journal Entries
Copying and Deleting Journal Entries
Inquiring on Journals
Finding and Correcting Journals in Budget Check Error
Running Queries and Reports

Commitment Control

Introduction to Commitment Control
How to find the correct Ledger Group
Adding an Organization Budget Journal
Inquiring on Budgets
Running the Budget Status Report
Running the Budget Transaction Detail Report
Running and analyzing Budget Ledger Queries

Expense Coordinator Training

Navigate Travel & Expense Module
Understand integration with HCM (personal, bank data and default Department)
Understand the role of and tools available for the coordinator
Audit, Monitor and Delete Travel Authorizations and Expense Reports
Manage and Approve Cash Advance
Identify Taxability Consequences
Maintain Expense User (Employee/Supervisor) access and information
Reports for Travel & Expense module