• Guidance on compliance with VISION procedures & requirements
• Recommendations to help you manage purchase orders
• Providing helpful hints on entering assets
• Explaining the difference between available queries and reports

All Training

• VISION training takes place in Montpelier at 109 State Street, 3rd Floor.
• Participants are expected to bring the course materials listed beside the class with them to training.
• Training will be conducted under a Training User ID with security access for the class material.

Please email the VISION Finance Support Team with any training needs.

VISION Class Descriptions

Accounts Payable

This is a half day class that covers:

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

Accounts Receivable Processing

This is a half day class that covers:

• 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

Asset Management

This is a half day course that covers:

• 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 

Billing

This is a full day course that covers:

• 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  

Commitment Control

This is a half day course that covers:

• 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

Contracts

This is a half day course that covers:

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

Direct Journal Deposits

This is a half day course that covers:

• 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

Federal Draw Process

This is a half day course that covers:

• 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

General Ledger

This is a half day course that covers:

• 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 

Purchase Orders 101

This is a half day course that covers:

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

Purchase Orders 102

This is a half day course that covers:

•  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

Requisitions

This is half day class that covers: 

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

Class Registration

To register for a VISION training please fill out the Class Registration form.