Frontline Newsletter - May 2025
SCOE IT - Frontline ERP Team
Danielle Boettner, Angie Duplicki, Tracy Lehmann, Marisol Vigil - Business Systems Support
May 2025
SCOE IT/Business Calendar of Events
Next Fiscal Year Workshop (Hybrid)
May 14, 2025 - 9:00am-12:00pm
SCOE Business Services and SCOE IT are hosting the annual Next Fiscal Year Workshop at SCOE in TLC Building or virtual option. This is for CBOs and Fiscal users working on the Adopted Budget for FY26. No need to register. Keep an eye out for an email from Sarah Lampenfeld for the Zoom link and documentation
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.
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
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Frontline ERP Finance
Prepay Requisition Payments
Frontline ERP Finance Prepay Requisition Payments As the district starts to work on Next Fiscal Year, sometimes there is a need to pay an invoice now for next fiscal year. This often happens for conferences. Prepayments can be made via Direct Payments, or AP Payments. The important thing to note is that for AP payments, the requisition must be created in the next fiscal year 2025-26. The software will create the appropriate journal entries in both fiscal years for you whether you use Direct Payments or AP Payments.
Note: If the Next Fiscal Year does not populate, check the “Next FY” start dates in the Org record.
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Example: Conference Deposit for Conference on 7/15/24 paid via Direct Payment Go to Finance - AP - Enter Direct Payments Batch Information Fiscal Year:
Payment Information
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When the check is printed, several journals are created. After the County prints checks you can retrieve the check number to review the journal entries.
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Go to Finance - Fiscal - Journal Entries
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System generated DR to 9330 (Prepay)/CR 9110 in Base/Current FY2024, and DR Expense Acct/CR 9330 in Next Fiscal Year.
Frontline ERP HR/Payroll Reports
How is your District reconciling benefits? How is the District collecting the summer portion for 10 and 11 month positions? The Benefit03 Benefit Provider is a great report to verify that the fiscal year is correct for deductions and contributions.
Go to HR/Payroll - Reports - Benefits - Benefits03 Benefit Provider Reconciliation
Verify Summer Bucket for employees on 10 or 11-Pay. Need to know if the district is set up to pay for prior July, or future June. If the summer bucket does not equal the premium amount, then annualization is not set up for the district and a manual adjustment will need to be entered to balance the summer bucket using the Deduction and Contribution linked to the Benefit Provider record. Send an email to helpdesk@scoe.org to get annualization set up.
Example: District advances July 2025 benefits (hint, it is the same as August premium amount in this example) and collects premiums in subsequent months. Annualization is set up in Frontline ERP.
