UDFS AR/Billing Team


Initial Meeting - November 27, 2001


In Attendance:  Angie Beecham

                        Amy Connell

                        Bill Fitzpatrick (for Bill Spear)

                        Jim Green

                        Katie Hutton

                        Carol Rylee

                        Rachel Strickland

                        Amy Taylor


The initial meeting of the UDFS AR/Billing Team was held November 27.   The agenda included a statement of our mission, review of general administrative and housekeeping information and project discussion.


Issues:              1.  G/L account number fields in SIS

2.  G/L account number fields in LMS

3.  G/L account number fields in Cash System


Decisions:         None


Tasks:              Determine where cash posting process is housed in PS systems. 


The team will meet with Lynda Ruggerio on Thursday, December 6 from 10:00-11:30 in the SSB Conference Room to identify our events related to grant and miscellaneous receivables and billing.


The team will meet Thursday, December 20 from 8:30-10:00; location to be determined and announced.   After a holiday/start of semester interim, the team will meet on Thursday, January 17 from 8:30-10:00 and anticipate this day and time will be the

bi-weekly meeting time. 


Katie Hutton and Bill Spear (Bill Fitzpatrick) need the single user version installed on  pc’s in their areas.  Angie will look into installing single user version on Billing & Collection’s laptop.


It was suggested that team members unfamiliar with the Chart of Accounts Committee’s Final Report (available on the UDSF web site, under Working Documents), should familiarize themselves with it prior to the December 12 Chart of Accounts Meeting.