SCOE IT - Frontline ERP Team

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

July 2026

SCOE IT/Business Calendar of Events

ERP - New User HR/Payroll (In Person)
July 10, 2026 - 9:00 am-11:00 pm 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 Preson)
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.

Early Bird passes are available now – take advantage of our lowest pricing.

REGISTER HERE

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 - 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

Did you know you can enter FY25 AP Payments after July 1, 2026? (based on district timelines). Starting July 1, 2026, the system will default to 2027 {2026/2027}, but you can change it to 2026 {2025/2026} to create a payment for FY26. The system will automatically do the necessary journal entries between the fiscal years. Be sure to create separate payment batches for each Fiscal Year.

• System will automatically create the Journal Entries for each year
  • FY26: Debit Exp Obj Code/Credit 9529 {Acct Payable Setup Current Year}
    • 9529 ending balance will roll to 9510 beginning balance when beginning balances are posted
    • FY27: Debit 9510 {Accts Payable Prior Year}/Credit 9110 {Cash}
  • Based on activity permissions
  • Be sure to follow District practices and procedures
  • Dates for Current Year Payments are set in the Organization Record

Go to Finance - AP - Payment Type

Starting July 1, 2026 AP Payments can be processed by Payment Types as usual using the 2026 {2025/2026} Fiscal Year:

• Enter Payments
• Enter Direct Payments
• Enter Employee Payments
•  Payment Transactions
  • Allows all payment types to be entered in a batch format
  •  Import template available in Online Resources

• Payments

Did you know FY26 AR Receipts can be entered to create accruals after July 1, 2026 (based on district timelines)?

Starting July 1, 2026 the system will default to 2027 {2026/2027}, but you can change it to 2026 {2025/2026} to make entries in Enter AR Receipts or Receipt Transactions to create accruals. This will create the necessary journal entries without going to the Year End Closing activity until final close. Do not combine Fiscal Years in a batch.

AR Receipts can be processed using:

• Enter AR Receipts
• Receipt Transactions
  • Receipt Transactions are all types of deposits in batch format
  • Import template available in Online Resources

 

 

 

 

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Frontline ERP HR/Payroll 

Are your Benefits set up to annualize? If your district is making manual adjustments to True-Up for the Summer Premium/s then the answer is no. 

Example:  Benefits are not Annualized

• The system uses a simple calculation each month to determine the Summer Bucket 
  • Monthly Premium divided by number of Pay Cycles
  • Summer Bucket does not equal Previous July Premium or Future July Premium
  • Manual Adjustment will need to be done to true-up

Example:   Benefits are Annualized

• System uses an Annualization calculation to determine the Summer Bucket
  • System setup determines which summer premiums are being paid - Prior or Future
  • Premium/s are divided by Pay Cycles 
  • Summer Bucket will equal to Prior July Premium or Future July Premium (depending on setup)

Let the system do the work for you! Schedule a Benefit review now by sending a ticket to helpdesk@scoe.org