Accounts Payable
- Paying vendors by ACH
- Voiding and deleting AP payments
- Deleting payments from a check run
- Add new payments to a check run
- Approving PO Requests
- Re-printing checks
Accounts Receivable
- Editing receipts and deposits
- Refunds
- Customers and revenue providers
- Accounts receivable overview
- Creating deposits
- Creating receipts
Payroll
- TRS Payment Reasons
- Unexpected payroll liability amounts
- Purchasing end-of-year tax forms
- HSA Direct Deposit
- TRS Supplemental Savings Plan (SSP)
- 403(b) and 457(b) Plans
Human Resources
- Deleting employees
- Rolling over time off
- Work day hours
- Ending employment
- Retirement plans (Illinois)
- Substitute pay and retirement plans (Illinois)
Setup
- W-2 Employee Access
- Student activity accounts
- Approval processes
- Employee portal
- Closing months
- Responsibility centers
General Ledger
- ISBE site-based expenditure reporting
- Saved report print settings
- Voiding uncleared check from prior year
- Journal entry report
- Uncleared payments/deposits
- SchoolInsight Financials Summary reports