SCOE IT - Frontline ERP Team
Danielle Boettner, Angie Duplicki, Tracy Lehmann, Marisol Vigil - Business Systems Support
October 2025
SCOE IT/Business Calendar of Events
Add the SCOE IT/Business Calendar to your personal Google calendar and be sure not to miss a SCOE deadline or Frontline ERP Training. From the ERP Activity Tree go to SCOE Resources - Calendar. CLICK HERE and then from the opened calendar link, click on the Add to Google Calendar to add.
10/10/25 - Frontline ERP AP/AR User Group - 9:00 am - 11:00 am This is an in person user group. We will have a meet and greet portion 9:00-9:15am, with an open discussion with your topics to follow. This is your chance to meet with colleagues in similar positions. Please join us at SCOE in the Oak Room. We look forward to seeing you all! CLICK HERE TO REGISTER
10/14/2025 - Interim Workshop with the SCOE Fiscal Advisors Registration is not required. More information from the Fiscal Advisors to follow!
Frontline ERP Learning Opportunities
10/02/2025 - CA - ERP Interim Reporting - 1:00 pm - FREE Join this Just-In-Time session to review the first interim preparation for budget balance and model building.
CASBO Learning Opportunities
CASBO - North Bay Section 2025 Fall Education Event - October 24, 2025 8:00 am - 3:30pm
This fall, connect with fellow school business professionals at one of CASBO’s in-person Section events—energizing, local gatherings designed to help you learn, grow, and stay informed. Hosted by your regional section, each event brings a local lens to statewide school business priorities, blending practical insights with the chance to build lasting connections CLICK HERE TO REGISTER
Helpful Reports
HR Payroll
Cred05- County Holders with Expiring Credential Report
Need to keep an eye on expiring credentials? The Cred05 is a great way to monitor staff and their credential expiration dates. This report lists all credential holders of expiring credentials. The report has an option to limit expiring credentials by date range and to those holders having an assignment active after the credential expires.
Finance
ReqPay20 - Use Tax Report
This comprehensive use-tax report displays all journal entries referencing a requisition or check that contains tax liability items. It displays the totals (or detail) for expense accounts of the journal entries within the specified transaction date range that have line items with the sales tax objects and reference the requested payees.
Report Favorites
Curious about other users' report favorites? You can find these in Report Favorites. This is available in HR/Payroll and Finance models. Search by the user's first initial and last name. From the list open the report to review. If you like it, save it as your own Favorite report parameters. Be sure to mark it as public so other users can search for your great reports. For steps to create Favorites and Schedule Reports Click link below:
Report Favorites Public and Scheduling (pdf)
Employee Portal
With the W2 season quickly approaching. Now is a good time to remind employees about the Employee Portal. Employees can easily access their W2 and paystub via the employee portal!
https://portal.scoe.org/#/login
You may have new employees that worked in another District in Sonoma County, they can have access to multiple Districts in the Employee Portal.<