PS Financials Communication/Training
August 18, 2003;
Attendance: Peggy Bottorff, Paul
Anderson, Bill Fitzpatrick, Steve Grasson, Lisa Huber, Ginger Knutsen, Ellen
Lepine, Dave McCarren, Tim Miller, Eileen Prazniak, Linda Somers
Meeting: August 25
next time: Linda Somers
this time: Ginger Knutsen
Monthly Statement Explanation Status
from General Accounting
Prazniak explained the various types of statements (OPBAS, OPSS, OPBAL and
Project, Asset and Liability) and reviewed the data that will be shown on
each. She also explained the
instances where credits will be shown as negative or positive. Examples and complete explanations of
all types of statements will be available on the General Accounting
website. Team gave feedback on
explanations; Peggy to e-mail to Eileen.
Push and Pull Statement Update
Accounting will notify “push” recipients via email when statements are
available. A link will be provided
to the GA website which explains the statement format.
“super users” of statements have been asked to “pull” their statements to
reduce the size of the main “push” program. Ellen Lepine is training the users affected by this
members should have copies of both the long and short versions of the pull
instructions. The long version
allows the user to define the scope and the reporting requirements
requested that the majority of campus users not be notified quite yet
about their ability to “pull” statements.
Basic Training II
group reviewed the slides prepared to date.
goal is to be able to offer Basic II by the end of September, although it
is hoped that the training slides can be finalized very soon.
encouraged committee members to review the slides again this week and to
come to the next meeting with specific suggestions for wording on the
slides that are still incomplete.