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So far two sessions of the 6th Annual Finance Symposium has been completed. The last one will be August 8th and 9th. If you want more information about signing up for that session please see the previous post.

For those of you who have already attended the Finance Symposium you can click on the links below to download copies of the handouts used. The handouts are arranged by day. Note that the Day 2 handouts are mostly bundled in one download.

Day One:
Overview/Agenda
TSDS Instructions
HR/PR Day One PP
EOY HR/PR To Do List
EOY W-2 To Do List
How to Add or Edit Historical Service Records
Opening a New Instructional Period
Promote Contracts & Positions
PEIMS Role ID C021
PEIMS Auxiliary Role ID C213

Day Two:
Overview/Agenda
TEA Matrix
Remaining Day 2 Documents includes the following:

EOY Finance To Do List
Day Two PP
Reclassify a Transaction w/ an AP Statement
Cash Account & GL Do Not Balance
Training Refreshers
Reports to Auditor
Reconcile Vendor Aged Payables

There are three sessions of the 6th Annual JR3 WebSmart Finance Symposium this Summer. The two-day symposium covers the processes required to prepare for the 2017-2018 school year for HR/Payroll and for Finance/Budget preparation. The sessions are interactive so bring your laptops and be ready to work through the processes and ask questions. Seating is limited so reserve your place now.

Dates:
June 20^th & 21^st

June 27^th & 28^th

August 8^th & 9^th

 9:00 am – 4:00 pm each day

Location:
925 Columbus Avenue
Waco, TX  76701
(254) 759-1902

End-of-Year To Do Lists

To Do – W-2’s 2017

To Do – Payroll 2017

To DO – Finance 2017

As always, if you have questions please contact us through Freshdesk by sending an email directly to Support@websmart.freshdesk.com where JR3 staff are always ready to assist you.

JR3 will have a booth at the Texas Association of School Administrators (TASA) Midwinter Conference. Please stop by and visit with us.  We will be showcasing new products:

HROS – Use technology to streamline a complete online application-to-employment hiring process

SOS – Implement a “cloud solution” to automate an all inclusive student registration process for new and returning students

JDox -Prevent adding to your paper files nightmare by using the latest in digital filing

Drop by Booth 1237 to learn more about these new products.

For more details on the 2017 TASA Midwinter Conference, visit the website: http://www.tasanet.org/midwinter

Thanks to all those who stopped by our booth at the TCSA Annual Conference. It was gratifying to demonstrate our new products and services to so many Charter holders and staff. Suffice it to say, we are excited to deploy those products to the benefit of your school and the students they serve while holding down costs cost below comparable one-off standalone products.

For those who did not get an opportunity to come by our booth, we would love the opportunity to speak with you at your convenience and demonstrate and support what some are calling the best new “game changing” products, available from a single source, ever introduced at the conference.

New Products and Services include:

• JDox Auto Tagging (eliminates manual adding of metadata information)
• HROS Data Entry Free and Seamless Human Resource OnBoarding
• SOS Data Entry Free and Seamless Student Enrollment OnBoarding
• Smart Pay Outsourced Fee/Payment Collection Process for Charter Schools

Once again JR3 will have a booth at the Texas Charter School Association Conference. Please stop by and visit with us.  We will be announcing several new features in WebSmart.  Our booth number is 228  and is located immediately behind the TCSA booth in the Exhibits area.

Booth Hours:

October 3     12:00 PM—6:30 PM
October 4       9:00 AM—4:00 PM

For more details on the 2016 TCSA Conference, visit the website: http://texascharterconference.com/

The last section of the 2016 Financial Symposium has come to an end. This summer we served 41 people representing 18 schools/districts. WebSmart staff covered two extensive days of training covering end of year procedures for HR/Payroll and Finance, updates to WebSmart including mandated TRS changes, and how to easily make wage allocation changes on positions. As always, participants had ample time to work on their own end-of-year procedures such as entering pay periods, reviewing leave balances and policies, promoting contracts; reviewing ledgers, budgets, vendor transactions, federal grants, % allocation of program intent codes, and much more, with JR3 staff available to guide them through the process, even during interval and lunch breaks.

While the Finance Symposium is over for 2016, the following handouts used at the symposium are available for anyone.

• HR-Payroll Presentation (.pdf)
• Finance-Budget Presentation (.pdf)
• To-Do 2016 Payroll (.pdf)
• To-Do 2016 Finance (.pdf)
• Update Health Insurance (.pdf)
• Promote Contracts (.pdf)
• TRS Corrections (.pdf)
• Wage Base Corrections (.pdf)
• What’s New for Wage Allocations (.pdf)
• TEA Matrix 2016 (.xls)

If you missed this year’s training, start planning to attend next summer.  Training dates are not yet available; however, we plan to have two sessions in June and one session in July. Keep checking back for upcoming training dates and information.

As always, if you have questions please contact us through Freshdesk by sending an email directly to Support@websmart.freshdesk.com where JR3 staff are always ready to assist you.

There are three offerings of the 5th Annual WebSmart Finance Symposium this Summer. The 2-day symposium covers the processes required to prepare for the 2016-2017 school year for HR/Payroll and for Finance/Budget. The sessions are interactive so bring your laptops and be ready to work through the processes and ask questions. Seating is limited so reserve your place now.

Dates:
June 15th & 16th
Presenter: Melissa Davis

June 27th & 28th
Presenter: Sherry Walker

July 20th & 21st
Presenter: Katrina Carmean

9:00 am – 4:00 pm each day

Location:
925 Columbus Avenue
Waco, TX  76701
(254) 759-1902

For More Details

To Register

We will be holding our annual Summer PEIMS Training this May. We will be covering the TSDS PEIMS process. Schools not completing PEIMS through TSDS are welcome to attend and learn the new process all schools will use next year.

If you would like to take part in our event, please fill in your details in the Event Registration Form below and you will be automatically registered.  Seating is limited, so reserve your place now.

Date:
May 17, 2016
9:00 am – 4:00 pm CDT

Location:
925 Columbus Avenue
Waco, TX  76701
(254) 759-1902

Click here to register.