SCOE IT - Frontline ERP Team

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

June 2026

SCOE IT/Business Calendar of Events

Year End Close Workshop (Hybrid)
June 4, 2026 - 9:00 am-12:00 pm Click here to Register

SCOE Business Services and SCOE IT are hosting the annual Year End Close Workshop at SCOE in Redwood A& B 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 2025-26 fiscal year. A clean close of the books will get each LEA ready to prepare the Unaudited Actuals and have a successful audit. Registration is encouraged.

ERP - AP Accruals Year End Setup Workshop (Hybrid)
June 12, 2026 - 9:00 am - 10:30 pm Click here to Register

SCOE IT is hosting the annual ERP - Accounts Payable Accruals Year End Setup Workshop at SCOE in Redwood C 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 Workshop (Hybrid)
June 12, 2026 - 11:00 am-12:30 pm  Click here to Register

SCOE IT is hosting the annual ERP - Accounts Receivable Accruals Year End Setup Workshop at SCOE in Redwood C 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 10, 2026 - 9:00 am - 11:00 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. Join us in Redwood C!

ERP New User Accounts Payable (In Person)
July 10, 2026 - 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. Join us in Redwood C!

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Frontline ERP Learning Opportunities

Frontline Gather User Conference: March 1-3, 2027 | Monterey, California

Join us for three days of practical insights, meaningful conversations, and ideas you can put into action right away across K-12 HR/Payroll and Business operations.

SAVE THE DATE! Be the first to know when registration opens, and our call for speakers goes live.

Frontline ERP Just In Time (JIT) Webinars

Register for any or all of the following Just-In-Time webinars in the Learning Center under Upcoming Events.

• Topic: ERP-CA: JIT - Mass Changes click here to register
  • Date: June 15, 2026 @ 2:00 pm - 3:00 pm
  • Join this Free Just-In-Time session for an introduction to mass changes.
• Topic: ERP-CA: JIT - C90 Report click here to register
  • Date: July 7, 2026 @ 9:00 am - 10:00 am
  • Join this FREE Just-In-Time session to review how to pull C90 report in ERP-CA to meet reporting requirement.

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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 - Requisiton Information

• Fiscal Year: 2026 {2025/2026}

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 2026/2027 then Accrue through the Year End Closing Activity

     

 

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Frontline ERP HR/Payroll SSN Verificaton

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

Click here for steps to register

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

Click Here to Access Prior Workshop Materials