SCOE IT - Frontline ERP Team

Danielle Boettner, Angie Duplicki, Tracy Lehmann, Marisol Vigil - Business Systems Support

June 2025

 

SCOE IT/Business Calendar of Events

Year End Close Workshop  (Hybrid)
June 4, 2025 - 9:00am-12:00pm 

SCOE Business Services and SCOE IT are hosting the annual Year End Close Workshop at SCOE in Redwood C or virtual option. This is for CBOs and Fiscal users who will be working on completing the tasks (in a step-by-step manner) of closing the books for the 2024-25 fiscal year. A clean close of the books will get each LEA ready to prepare the Unaudited Actuals and have a successful audit. No need to register.  Keep an eye out for an email from Sarah Lampenfeld for the Zoom link and documentation.

ERP - AP Accruals Year End Setup Workshop (Hybrid) 
June 13, 2025 - 9:00am-10:30am Click here to register

SCOE IT is hosting the annual ERP - Accounts Payable Accruals Year End Setup Workshop at SCOE in TLC Eagan 3 & 4 or via Zoom.  This is for ERP AP Users to review Fiscal Year End processes and understand the difference between Release, Carryover, and Accrual of current year records.

ERP - AR Accruals Year End Setup Workshop (Hybrid) 
June 13, 2025 - 11:00am-12:30pm Click here to register

SCOE IT is hosting the annual ERP - Accounts Receivable Accruals Year End Setup Workshop at SCOE in TLC Eagan 3 & 4 or via Zoom.  This is for ERP AR Users to review Fiscal Year End processes and understand the difference between Release, Carryover, and Accrual of current year records.

ERP - New User HR/Payroll (In Person)
July 11, 2025 - 9:00 am - 11:30 am Click here to register

SCOE IT is hosting an in-person ERP - HR/Payroll New User hands on workshop. This is in person only. The workshop is designed for HR/Payroll staff that have been in their positions for under a year. We will go over Employee management, Adjust Payroll and more. 

ERP New User Accounts Payable (In Person)
July 11, 2025 - 1:30 pm-3:00 pm Click here to register

SCOE IT is hosting an in-person ERP - Accounts Payable New User hands on workshop.  This is in person only.  The workshop is designed for Accounts Payable staff that have been in their positions for under a year. We will cover; Vendor Records, Vendor Requisitions - Order Types, Ap Payments - Payment Transactions, Searching - Search Favorites, Managing list & Data grids, Reports and more.

Frontline ERP Learning Opportunities

On-Demand Webinars - Training at your fingertips!

In order for you to get the most out of your Frontline Solutions, the Learning Experience and Client Success teams create training resources, including an ongoing series of live webinars covering a wide range of topics. Login in to Frontline ERP and access previously recorded sessions below, or Click here to view learning opportunities

Subscribe to the Frontline ERP for California newsletter for product updates, highlights, and training opportunities. Click here to Subscribe to the Frontline ERP Newsletter

Frontline ERP Finance 

Preparing for Year End Close

As we get closer to the end of the fiscal year, districts should be reviewing requisitions that do not have a status of Complete, Canceled or Denied. All requisitions must be either closed or processed through the year end Closing Activity. More detailed information on the Year End Closing Activity in ERP will be covered at the AP and AR Accruals Year End Setup Workshops on June 13, 2025 (see registration link above).

Review outstanding Vendor Requisitions prior to using the Year End Closing activity.

Go to Finance – Requisition – Vendor Requisitions

1 - Requisition Information Fiscal Year: 2025 {2024/2025} 3 - Status Information Only Uncompleted: Yes Click Go to generate the list to review

 

From List Tab Open and Review

 

Go to Tasks to select Manual Complete Manually Complete if not receiving goods or services prior to June 30. If goods or services will be received prior to June 30 and payment will be made in 2025/2026 thenAccrue through the Year End Closing Activity

Frontline ERP HR/Payroll SSN Verification

Every District should have a designated HR/Payroll employee or two that has access to the SSN Verification activity to ensure that your employee names and Social Security numbers (SSN) match Social Security records.  This allows Social Security to give the proper credit to your employees’ earnings record, which will be important information in determining their Social Security benefits in the future

Click here for the SSN Verification Guide: https://www.scoe.org/files/SSN_Verification_File.pdf

Click here for steps to register: https://www.ssa.gov/employer/ssnv.htm

Go to HR/Payroll - Employment - Employee Management

• Create a list of Employees 
• Go to Tasks
  • Select Create SSN Verification

Missed a Workshop?

Missed a workshop or need the documentation this can be found on the SCOE Website or through Frontline ERP SCOE Resources.

• Click on SCOE Resources
  • Workshops

www.scoe.org/scoe-services/business-support-services/workshop-materials