State of Texas. ARD Graduation Supplement. User Documentation

Size: px
Start display at page:

Download "State of Texas. ARD Graduation Supplement. User Documentation"

Transcription

1 State of Texas ARD Graduation Supplement User Documentation SunGard Public Sector Inc. All rights reserved. No part of this publication may be reproduced without the prior written permission of SunGard Public Sector Inc., with the exception of copies made for your internal use. SunGard, the SunGard logo, PLUS 360, eschoolplus, IEPPLUS, PerformancePLUS, efinanceplus, and BusinessPLUS are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders SunGard Public Sector Inc. All Rights Reserved. Page 1 of

2 TABLE OF CONTENTS OVERVIEW... 3 FORM INSTRUCTIONS... 3 FORM CREATION... 3 Step 1 Select a Student... 3 Step 2 Select A Form... 3 NAVIGATION/TOOL BAR... 4 GRADUATION SUPPLEMENT FORM: DATA MAPPING... 6 GRADUATION SUPPLEMENT FORM... 6 TECHNICAL SPECIFICATIONS: SECURITY REVISION HISTORY SunGard Public Sector Inc. All Rights Reserved. Page 2 of

3 OVERVIEW This document describes the student s graduation options, which is a change in his/her current special education plan. FORM INSTRUCTIONS FORM CREATION The form creation process includes the following steps: Step 1: Select a Student Step 2: Select a Form Step 1 Select a Student 1. Click Student Management > Manage an Existing Student. 2. Use the Search window to find the student based on either, Last Name, First Name or Student ID. 3. Click Search. Then click the appropriate Name to select a student. 4. Once a student has been selected, the student s Name, ID, Birth date and Age will display. The Forms that can be created for a student will be listed. Step 2 Select A Form The Graduation Form can be created two ways: A. From within a student s ARD Form, Consideration of Special Factor s Section: SunGard Public Sector Inc. All Rights Reserved. Page 3 of

4 B. Under the FIE/ARD Administration Section NAVIGATION/TOOL BAR After the form has been created it will display to the screen. A tool bar will display on the left side of the screen, divided into the following areas: 1. Sections There is a separate link for each section of the form. Click on any link to move to that section. 2. Maintenance Delete functionality is available depending on user security. 3. Validation These options will change the status (i.e., Locked, Ready for Review, Finalized) or validate the form. The validation option will check to see if all necessary information has been entered and display messages relating to any errors found (see Form Validation section herein and Help\ Forms\Form Validation for more information). *Note: There is no Refresh, Lock or Finalize functionality for any of the ARD Supplements. 4. File Attachments Click the plus icon (+) to add an attachment. Click the minus icon to delete an attachment. 5. Archives Archives are permanent PDF copies of the form normally created upon finalizing a form. The following options will display at the top and bottom of the form (see screenshot below) SunGard Public Sector Inc. All Rights Reserved. Page 4 of

5 Save Information from each section should be saved before moving to another section. Return Click the Return icon to return to the Form Summary screen. Print Preview Print Preview will display the form in Adobe Acrobat. Mouse over the bottom of the form preview to see the toolbar illustrated below. Select the Print icon or click the Save icon to save a copy of the form to your computer. The plus (+) icon will enlarge the preview for ease of viewing SunGard Public Sector Inc. All Rights Reserved. Page 5 of

6 GRADUATION SUPPLEMENT FORM: DATA MAPPING This section provides information on how data is pulled onto the form. GRADUATION SUPPLEMENT FORM SunGard Public Sector Inc. All Rights Reserved. Page 6 of

7 SunGard Public Sector Inc. All Rights Reserved. Page 7 of

8 SunGard Public Sector Inc. All Rights Reserved. Page 8 of

9 IEPPLUS Texas ARD Graduation Supplement Form 1 Client Logo Insert client logo here 2 Letterhead: Maintenance, Manage Letterhead and/or User Defaults Report Header, footers 3 Student Name Student, Demographics Name: First, Middle, Last, Qualifier 4 Date of Birth Student, Demographics, DOB 5 Student ID Number Demographics>Student ID: 6 Grade Placement Grade. Use grade from current Placement record as of the Meeting Date 7 Meeting Date Use DatePicker - Display Meeting Date as an active link that allows the meeting to be managed. 8 School Placement Organization. Use Organization from current Placement record as of the Meeting Date. 9 Checkbox B1 Controls access to elements 10 and. Either this element or element 12 may be checked but not both. Store in 10 Passing State Assessment Required Either this element or element # may be checked but not both. Store in Passing State Assessment Either this element or element #10 may be checked but not both. Store in Not Required 12 Checkbox B2 Controls access to elements #13, #14, #15 and #16. Only one of elements #9 or #12 may be checked. Store in 13 Checkbox B2A Only one of elements #13, #14, #15 or #16 may be checked. Store in 14 Checkbox B2B Only one of elements #13, #14, #15 or #16 may be checked. Store in 15 Checkbox B2C Only one of elements #13, #14, #15 or #16 may be checked. Store in 16 Checkbox B2D Only one of elements #13, #14, #15 or #16 may be checked. Store in 17 Checkbox G1 Only one of elements #17, #18 or #21 may be checked. Store in 18 Checkbox G3 Controls access to elements #19 and #20. Only one of elements #17, #18 or #21 may be checked. Store in 19 Passing State Assessment Is Required Either this element or element #20 may be checked but not both. Store in 20 Passing State Assessment is Not Required Either this element or element #19 may be checked but not both. Store in 21 Checkbox G4 Controls access to elements #22, #23, #24 and #25. Only one of elements #17, #18 or #21 may be checked. Store in 22 Checkbox G4A Only one of elements #22, #23, #24 or #25 may be checked. Store in 23 Checkbox G4B Only one of elements #22, #23, #24 or #25 may be checked. Store in 24 Checkbox G4C Only one of elements #22, #23, #24 or #25 may be checked. Store in 25 Checkbox G4D Only one of elements #22, #23, #24 or #25 may be checked. Store in SunGard Public Sector Inc. All Rights Reserved. Page 9 of

10 TECHNICAL SPECIFICATIONS: Field QU_Area QU_Section QU_Subsection FAW_State FAW_Notes 9 ExitLevel NULL NULL 1 10 ExitLevel NULL NULL 1 ExitLevel NULL NULL 2 12 SE_B2_Requirements NULL NULL 1 13 SE_B2_Requirements NULL NULL 1 14 SE_B2_Requirements NULL NULL 2 15 SE_B2_Requirements NULL NULL 3 16 SE_B2_Requirements NULL NULL 4 17 SE_G1_Mastery NULL NULL 1 18 SE_ExitLevel NULL NULL 1 19 SE_ExitLevel NULL NULL 1 20 SE_ExitLevel NULL NULL 2 21 SE_G4_Requirements NULL NULL 1 22 SE_G4_Requirements NULL NULL 1 23 SE_G4_Requirements NULL NULL 2 24 SE_G4_Requirements NULL NULL 3 25 SE_G4_Requirements NULL NULL 4 SECURITY In order to control the permissions available to a particular Security Group or individual user, the appropriate check boxes must be checked. From the Home page, Security area, select Manage Groups or Manage Users. Edit the item and click on the Permissions tab or link. Scroll down to the Graduation section. Security permissions for this area are defined in the table below. Permission Checked On Not Checked On View Links providing access to existing forms active. User will have the ability to access existing forms but cannot change any data. Links providing access to the form inactive. User will not have the ability to view the form. Add User will have the ability to create new forms. User will not have the ability to create new forms. Edit User will have the ability to change any field in an existing form. User will not have the ability to change any field in an existing form SunGard Public Sector Inc. All Rights Reserved. Page 10 of

11 All fields read only. Delete User will have active Delete link in the form tool bar providing the ability to delete a form. Delete link in form tool bar inactive. User will not have the ability to delete a form. REVISION HISTORY 08/18/2018: Graduation Plan document created SunGard Public Sector Inc. All Rights Reserved. Page of

State of Texas. ARD Graduation Supplement Form. Requirements and Specifications

State of Texas. ARD Graduation Supplement Form. Requirements and Specifications State of Texas ARD Graduation Supplement Form Requirements and Specifications 1990-2015 SunGard Public Sector Inc. All rights reserved. No part of this publication may be reproduced without the prior written

More information

Illinois Permission to Evaluate Form Instructions / User Guide IEPPLUS

Illinois Permission to Evaluate Form Instructions / User Guide IEPPLUS Illinois Permission to Evaluate Form Instructions / User Guide IEPPLUS 1990-2016 SunGard K-12. All rights reserved. No part of this publication may be reproduced without the prior written permission of

More information

Verification of Eligibility Form Out-of-District Transfer Evaluation Information. Washington IEPPLUS

Verification of Eligibility Form Out-of-District Transfer Evaluation Information. Washington IEPPLUS Verification of Eligibility Form Out-of-District Transfer Evaluation Information Washington IEPPLUS 1990-2014 SunGard Public Sector Inc. All rights reserved. No part of this publication may be reproduced

More information

Illinois Referral Decision Form Instructions / User Guide IEPPLUS

Illinois Referral Decision Form Instructions / User Guide IEPPLUS Illinois Referral Decision Form Instructions / User Guide IEPPLUS 1990-2016 SunGard K-12. All rights reserved. No part of this publication may be reproduced without the prior written permission of SunGard

More information

PDF Streaming. IEPPLUS / eschoolplus User Guide

PDF Streaming. IEPPLUS / eschoolplus User Guide PDF Streaming IEPPLUS / eschoolplus User Guide 1990-2014 SunGard Public Sector Inc. All rights reserved. No part of this publication may be reproduced without the prior written permission of SunGard Public

More information

Skyward Export from IEPPLUS IEPPLUS

Skyward Export from IEPPLUS IEPPLUS Skyward Export from IEPPLUS IEPPLUS 1990-2014 SunGard Public Sector Inc. All rights reserved. No part of this publication may be reproduced without the prior written permission of SunGard Public Sector

More information

Prior Written Notice. Washington IEPPLUS

Prior Written Notice. Washington IEPPLUS Prior Written Notice Washington IEPPLUS SunGard K-12 Education Copyright 2013 Page 1 of 10 TABLE OF CONTENTS DATA MAPPING... 3 PRIOR WRITTEN NOTICE (FORM)... 3 EVALUATION/REEVALUATION CONSENT (REPORT)...

More information

Lender Record Information Form 582

Lender Record Information Form 582 Lender Record Information Form 582 Quick Reference Guide Roles in Your Organization - Ownership Interest - Contact Verification November 2018 2018 Fannie Mae. Trademarks of Fannie Mae. 11.26.2018 1 of

More information

MASTER SCHEDULING GUIDE TO CREATING CREDIT RECOVERY SECTIONS IN PERIODS 50-75

MASTER SCHEDULING GUIDE TO CREATING CREDIT RECOVERY SECTIONS IN PERIODS 50-75 MASTER SCHEDULING GUIDE TO CREATING CREDIT RECOVERY SECTIONS IN PERIODS 50-75 USER GUIDE ON CREATING CREDIT RECOVERY SECTIONS IN MISIS Per LAUSD MEM-6733.1 Credit Recovery Program Opportunities, all schools

More information

C-SMART HELP MONETARY CONTRIBUTION REFUNDS HOW TO ADD A MONETARY CONTRIBUTION REFUND. 1. Go to the contributor s Monetary Contributions page.

C-SMART HELP MONETARY CONTRIBUTION REFUNDS HOW TO ADD A MONETARY CONTRIBUTION REFUND. 1. Go to the contributor s Monetary Contributions page. C-SMART Help: Monetary Contributions 3/4/2019 Page 1 C-SMART HELP MONETARY CONTRIBUTION REFUNDS HOW TO ADD A MONETARY CONTRIBUTION REFUND 1. Go to the contributor s Monetary Contributions page. Click the

More information

OH: EMIS Upload. PLUS360 Advanced Integration - EMIS Upload Wizard IEPPLUS to eschoolplus

OH: EMIS Upload. PLUS360 Advanced Integration - EMIS Upload Wizard IEPPLUS to eschoolplus PLUS360 Advanced Integration - EMIS Upload Wizard IEPPLUS to eschoolplus Functionality: IEPPLUS will upload disability, disability determination, meeting, placement (LRE), testing and service information

More information

Welcome to Dearborn National s. Benefits Manager. Instruction Guide for. Web Billing. Contents Next > BM.WB

Welcome to Dearborn National s. Benefits Manager. Instruction Guide for. Web Billing. Contents Next > BM.WB Welcome to Dearborn National s Benefits Manager Instruction Guide for Web Billing Contents Next > BM.WB.021517 This instruction guide demonstrates how to navigate through Dearborn National s Benefits Manager.

More information

Member Access User Guide Claim History

Member Access User Guide Claim History UMN.8.015 Revised Date: 10/7/2008 Claim History 5.0 CLAIM HISTORY 5.1 Overview The convenient Claim History feature allows you to view your claims online. You can look up a history of your claims in the

More information

Plus 360 Advanced Integration. eschoolplus and IEPPLUS Integration for. Delaware

Plus 360 Advanced Integration. eschoolplus and IEPPLUS Integration for. Delaware Plus 360 Advanced Integration eschoolplus and IEPPLUS Integration for Delaware 1990 2016 SunGard Public Sector Inc. All rights reserved. No part of this publication may be reproduced without the prior

More information

DUS DocWay TM Loan Documents User Guide. January 2019

DUS DocWay TM Loan Documents User Guide. January 2019 DUS DocWay TM Loan Documents User Guide January 2019 Table of Contents Getting Started with DUS DocWay... 1 Welcome Page Navigation... 3 Loan Documents Navigation... 6 Update Document Category and Type...

More information

The Cash Receipts system has an electronic approval process that will consist of approvals by Intermediate Approvers and Student Business Services.

The Cash Receipts system has an electronic approval process that will consist of approvals by Intermediate Approvers and Student Business Services. All Departments must use the Cash Receipts system to record receipt of cash, checks, wires and credit card payments. Cash receipts for revenue contracts will interface to the Contract Database and Contract

More information

School BPS. Authors Details. Document History. Release Version Name Date Sign. Prepared by Suresh Vishwanath 06/04/2017

School BPS. Authors Details. Document History. Release Version Name Date Sign. Prepared by Suresh Vishwanath 06/04/2017 School BPS Release Version 10.1.0.0 Authors Details Name Date Sign Prepared by Suresh Vishwanath 06/04/2017 Reviewed by Chethan Bharadwaj 19/06/2017 Approved by Pete Jones 29/06/2017 Document History Version

More information

The Cash Receipts system has an electronic approval process that will consist of approvals by intermediate approvers and student business services.

The Cash Receipts system has an electronic approval process that will consist of approvals by intermediate approvers and student business services. All departments must use the Cash Receipts system to record receipt of cash, checks, wires and credit card payments. Cash Receipts for revenue contracts will interface to the Contract AR system where you

More information

Lender Connect Collaboration

Lender Connect Collaboration Lender Connect Collaboration When working in files that were originated via RealEC/Closing Insight, the Lender will send over a Closing product with Event Code 431 - Closing Instructions. Below provides

More information

TAA Scheduling. User s Guide

TAA Scheduling. User s Guide TAA Scheduling User s Guide While every attempt is made to ensure both accuracy and completeness of information included in this document, errors can occur, and updates or improvements may be implemented

More information

Clearing Admin. Broker Permissioning User Guide

Clearing Admin. Broker Permissioning User Guide Clearing Admin Broker Permissioning User Guide This material may not be reproduced or redistributed in whole or in part without the express, prior written consent of IntercontinentalExchange, Inc. Copyright

More information

Customer Center Paying an invoice

Customer Center Paying an invoice Customer Center Paying an invoice You can pay invoices from the Invoice & Payments page and navigating to the Pay Bills subtab. Step 1: Navigate to Invoice & Payments page 1. Click Invoice & Payment from

More information

FMS View Expense Budget Information

FMS View Expense Budget Information FMS View Expense Budget Information Budget Information Queries To view your operating expense budget (Fund 110) in the Financial Management System (FMS), you create a budget query with specific criteria;

More information

To add a new profile to the database, click on the Add New Patient link in the Manage Patients Tab.

To add a new profile to the database, click on the Add New Patient link in the Manage Patients Tab. MANAGE PATIENTS TAB P r a c t i c e M a t e M a n u a l 89 OVERVIEW The Manage Patients Tab is where you manage all the information pertaining to new and existing patients. The information entered here

More information

How to do Month End Closing

How to do Month End Closing How to do Month End Closing Access: Option 1: Desktop > Accounting Icon > Account Transactions > Option 2: Desktop > Accounting (on toolbar) > Operations > Account Transactions > Click on the Closing tab.

More information

ANZ TRANSACTIVE GLOBAL QUICK REFERENCE GUIDE PAYMENTS

ANZ TRANSACTIVE GLOBAL QUICK REFERENCE GUIDE PAYMENTS ANZ TRANSACTIVE GLOBAL QUICK REFERENCE GUIDE PAYMENTS TYPES OF PAYMENTS IN ANZ TRANSACTIVE GLOBAL Payment Type Account Transfer Domestic Payment International Payment Domestic Salary Payment International

More information

Introduction to Income Statements With Sage 50 Complete Accounting Section 0130A

Introduction to Income Statements With Sage 50 Complete Accounting Section 0130A Introduction to Income Statements With Sage 50 Complete Accounting Section 0130A Presentation Objectives The goal of this section is to present the following concepts to the reader. 1. Recap of the flow

More information

Seller Procedures Delegated. Seller Portal

Seller Procedures Delegated. Seller Portal Seller Procedures Delegated 1 Seller Portal Summary 2 Introduction to the Seller Portal (EZCLD.LHFS.com) and review of the Loan Submission phases. TOOLS AND FUNCTIONALITY LeftNav Menu Loan Actions Menu

More information

Banner Finance Budget Development Training Workbook

Banner Finance Budget Development Training Workbook Banner Finance Budget Development Training Workbook January 2007 Release 7.3 HIGHER EDUCATION What can we help you achieve? Confidential Business Information -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

More information

Change Benefits Steps:

Change Benefits Steps: Keep in mind You have 31 days from the date of a life event or from the date that you become benefits eligible to enroll/change your benefits. Change Benefits Steps: Information Needed Supporting documentation

More information

Certifying Mortgages for Freddie Mac. User Guide

Certifying Mortgages for Freddie Mac. User Guide Certifying Mortgages for Freddie Mac User Guide December 2017 The Freddie Mac Single-Family Seller/Servicer (Guide) requires a Seller/Servicer selling Mortgages to Freddie Mac to forward the Notes, assignments

More information

Chapter 18. Indebtedness

Chapter 18. Indebtedness Chapter 18 Indebtedness This Page Left Blank Intentionally CTAS User Manual 18-1 Indebtedness: Introduction The Indebtedness Module is designed to track an entity s indebtedness. By entering the principal

More information

NextGen Month End & Fiscal Year End. NextGen Period (Month) End. NextGen Month End. NG Financial Management - Month End & Fiscal Year End 3/25/2015

NextGen Month End & Fiscal Year End. NextGen Period (Month) End. NextGen Month End. NG Financial Management - Month End & Fiscal Year End 3/25/2015 NextGen Month End & Local Government Corporation NextGen Period (Month) End NextGen Month End Reprinting/Saving Period End Reports 1 From the menu select Financial Management, Period End, and then Period

More information

Benefit Elections Guide

Benefit Elections Guide Benefit Elections Guide Revised: October 2017 Workday version 29 Note: Workday provides two updates per year and there may be slight differences between the screen shots in this guide and the actual Production

More information

Employee Online SunGard BusinessPLUS

Employee Online SunGard BusinessPLUS Employee Online SunGard BusinessPLUS Employee Online (EO) is a web-based system designed to provide employees with improved access to their records. The interactive nature of Employee Online enables end

More information

GL Budgets. Account Budget and Forecast. Account Budgets and Forecasts Menu

GL Budgets. Account Budget and Forecast. Account Budgets and Forecasts Menu Account Budget and Forecast The Account Budget and Forecast function allows you to enter and maintain an unlimited number of budgets and/or forecasts values and types. When setting up the account budgets

More information

Chapter 17. Investment Reports

Chapter 17. Investment Reports Chapter 17 Investment Reports This Page Left Blank Intentionally CTAS User Manual 17-1 Investment Reports: Introduction There are six reports that you can create and print from the Investment Reports section.

More information

Winter Tire Program Retailer Handbook

Winter Tire Program Retailer Handbook Winter Tire Program Retailer Handbook Winter Tire Program Retailer Handbook Revision History Revision History Version 1.0 September 10, 2014 Initial publication Version 1.1 September 30, 2014 Added printing

More information

Patient Setup Screen

Patient Setup Screen The Patient Setup Screen is used to create a new patient chart or modify an existing patient s chart. After opening the Patient Setup screen you will have the ability to choose the correct Patient Tab

More information

"#$%&'($)*!+(),-(#.(/! Show the world what you can do!

#$%&'($)*!+(),-(#.(/! Show the world what you can do! "#$%&'($)*!+(),-(#.(/! Show the world what you can do!! Portfolio in Blackboard?! Portfolios are an invaluable tool in academic and professional development. They provide a powerful medium for users to

More information

Maryland State Requirements. Release 6.1

Maryland State Requirements. Release 6.1 Maryland State Requirements Release 6.1 2009 New World Systems Corporation. All Rights Reserved. All rights reserved. Information within this document is the sole property of New World Systems Corp. and

More information

Building an Account In Sage 50 Complete Accounting Section 0112A

Building an Account In Sage 50 Complete Accounting Section 0112A Building an Account In Sage 50 Complete Accounting Section 0112A Presentation Objectives The goal of this section is to present the following concepts to the reader. 1. An introduction into the types of

More information

UCAA Expansion Application Insurer User Guide December 2017

UCAA Expansion Application Insurer User Guide December 2017 UCAA Expansion Application Insurer User Guide December 2017 2017 National Association of Insurance Commissioners All rights reserved. Revised Edition National Association of Insurance Commissioners NAIC

More information

Claims. Chapter 11. Adding a Claim. HOW to Add a Claim. Nexsure Training Manual - CRM. In This Chapter

Claims. Chapter 11. Adding a Claim. HOW to Add a Claim. Nexsure Training Manual - CRM. In This Chapter Nexsure Training Manual - CRM Claims In This Chapter Adding a Claim Populating the Claim form Tracking the Claim Delivering the Claim form Closing and Reopening the Claim Adding a Claim When a claim is

More information

Seller Procedures Non-Delegated. Seller Portal

Seller Procedures Non-Delegated. Seller Portal Seller Procedures Non-Delegated 1 Seller Portal Summary 2 Introduction to the Seller Portal (EZCLD.LHFS.com) and review of the Loan Submission phases. TOOLS AND FUNCTIONALITY LeftNav Menu Loan Actions

More information

Budget - By Salesperson

Budget - By Salesperson Budget - By Salesperson Entering a budget is easy. Follow these five steps to get started. Version 2013.12.21.01 1 Create a template. Before you can enter a budget, you first need to create a template.

More information

Make sure the client aged receivables balance to the general ledger total. Write off client balances. Pick a date that makes sense: a. b. c. d.

Make sure the client aged receivables balance to the general ledger total. Write off client balances. Pick a date that makes sense: a. b. c. d. Overview This document provides conversion tips and instructions for entering client and general ledger beginning balances Entering beginning balances in Nexsure entails bringing balances forward from

More information

A16R - Documenting PRC 29 Request & Baseline SIF - Training Script 4/21/2017 1

A16R - Documenting PRC 29 Request & Baseline SIF - Training Script 4/21/2017 1 A16R - Documenting PRC 29 Request & Baseline SIF - Training Script 4/21/2017 1 Welcome / Introductions Hello, I am Sue Ann Stalnaker, Regional Trainer for Regions 3 and 4. I d like to welcome you to this

More information

Bank Reconciliation Processing SYSTEM ADMINISTRATION AND PROCESSING GUIDE. Last revised: 8/19/10 12:22 PM

Bank Reconciliation Processing SYSTEM ADMINISTRATION AND PROCESSING GUIDE. Last revised: 8/19/10 12:22 PM Bank Reconciliation Processing SYSTEM ADMINISTRATION AND PROCESSING GUIDE Last revised: 8/19/10 12:22 PM New World Systems 1 CONTENTS Contents... 1 Introduction... 3 System Administrator Guide... 4 Company

More information

Morningstar Office Release Notes December 10, 2010

Morningstar Office Release Notes December 10, 2010 Morningstar Office 3.9.1 Release Notes December 10, 2010 Table of Contents CLIENT INFORMATION MANAGEMENT...3 CLIENT WEB PORTAL...5 CLIENT/PORTFOLIO MANAGEMENT...7 ALERTS...7 RESEARCH...8 INVESTMENT REPORTS

More information

Accounts Receivables Accruals

Accounts Receivables Accruals Accounts Receivables Accruals For FY16 June 16, 2016 Information Technology Understanding the Accrual Process The goal of year-end accrual process is to recognize revenues and expenses in the period in

More information

Fundriver Reporting For Departments and Schools

Fundriver Reporting For Departments and Schools For Departments and Schools For Departments and Schools Accessing Fundriver... 1 Fund Summary Screen... 1 Selecting a Fund... 1 Fund Drop Down List... 2 Find Button... 2 Fund Summary Data... 4 General

More information

Invoice, Statement, and Deposit Slip Layout Variables

Invoice, Statement, and Deposit Slip Layout Variables CLIENT BOOKKEEPING SOLUTION ACCOUNTS RECEIVABLE Invoice, Statement, and Deposit Slip Layout s version 2007.x.x TL 20756 (05/29/09) Copyright Information Text copyright 997-2009 by Thomson Reuters/Tax &

More information

V-Wrap: Running your portfolios

V-Wrap: Running your portfolios V-Wrap: Running your portfolios Training guide Version 2 Client Services Contents Learning objectives 2 Additional training... 2 Lesson 9 Common corporate actions 3 Confirming the corporate actions...

More information

Sun Life Illustrations - Sun Par Protector II case study

Sun Life Illustrations - Sun Par Protector II case study Case study Important! Please read the Sun Life Illustrations module before completing this case study. Use Sun Life Illustrations to illustrate a Sun Par Protector II with the following information: Mary

More information

Human Capital Management 8.9 Planning Budget Process Guide Front Office

Human Capital Management 8.9 Planning Budget Process Guide Front Office Human Capital Management 8.9 Planning Budget Process Guide Front Office DCATS 210-567-7777, option 5 Information Management Client Support Services Training Guide Version 10 March 2012 Budget Process Introduction

More information

Travelers. Electronic Policy View

Travelers. Electronic Policy View Travelers Electronic Policy View 1 Contents INTRODUCTION 3 ACCESSING ELECTRONIC POLICY VIEW 4 CUSTOMER SEARCH SCREEN 5 TRANSACTION SUMMARY SCREEN 6 SAVING A TRANSACTION 7 POLICY PRESENTMENT VIEW 8 FREQUENTLY

More information

6.14 (d) - How to Run CAT Reports Under Min/ Over Max Report

6.14 (d) - How to Run CAT Reports Under Min/ Over Max Report 6.14 (d) - How to Run CAT Reports Under Min/ Over Max Report Purpose and Overview This report displays employee records where an individual's (or a vacant s) updated budget salary (updated salary including

More information

PriceMyLoan.com Broker s Guide. Revision 0705

PriceMyLoan.com Broker s Guide. Revision 0705 PriceMyLoan.com Revision 0705 PriceMyLoan Introduction... 3 Create a New File... 4 Upload a Fannie Mae File... 5 Upload a Calyx Point File... 5 Loan Request Interface... 6 Loan Officer Info... 6 Credit

More information

Fundriver Reporting For Departmental Users

Fundriver Reporting For Departmental Users For Departmental Users For Departmental Users Accessing Fundriver... 1 Fund Summary Screen... 1 Selecting a Fund... 1 Fund Drop Down List... 2 Find Button... 2 Fund Summary Data... 4 General Information...

More information

The claims will appear on the list in order of Date Created. The search criteria at the top of the list will assist you in locating past claims.

The claims will appear on the list in order of Date Created. The search criteria at the top of the list will assist you in locating past claims. P r a c t i c e M a t e M a n u a l 63 CLAIMS/BILLING TAB Your claim submissions are managed in the Claims/Billing Tab. Claims can be printed, deleted, submitted or unsubmitted here, and rejected or failed

More information

Quick Start Guide: Growth Plans

Quick Start Guide: Growth Plans Growth Plan Phases Phase Action User Responsible for Action Create a Plan Waiting for Approval Approved Returned to Creator Update a Plan Create a plan by completing a self-assessment, selecting target

More information

For investment professionals only. Not to be relied upon by private investors.

For investment professionals only. Not to be relied upon by private investors. For investment professionals only. Not to be relied upon by private investors. First, find your client through client search by selecting Servicing, or if you have recently viewed their accounts, select

More information

Vivid Reports 2.0 Budget User Guide

Vivid Reports 2.0 Budget User Guide B R I S C O E S O L U T I O N S Vivid Reports 2.0 Budget User Guide Briscoe Solutions Inc PO BOX 2003 Station Main Winnipeg, MB R3C 3R3 Phone 204.975.9409 Toll Free 1.866.484.8778 Copyright 2009-2014 Briscoe

More information

Setting up TaxSlayer Pro Online

Setting up TaxSlayer Pro Online Setting up TaxSlayer Pro Online To set up TaxSlayer ProOnline as a Favorite in your web browser, use the following steps: 1. Open Internet Explorer, Mozilla Firefox, or Google Chrome. 2. Type https://vita.taxslayerpro.com

More information

Withholding Tax Reporting for Spain

Withholding Tax Reporting for Spain ERP CLOUD Withholding Tax Reporting for Spain Fusion Financials for EMEA Table of Contents 1. Purpose of the document... 2 2. Assumptions and Prerequisites... 2 3. Feature Specific Setup... 2 Create a

More information

Policy. Chapter 6. Accessing the Policy. Nexsure Training Manual - CRM. In This Chapter

Policy. Chapter 6. Accessing the Policy. Nexsure Training Manual - CRM. In This Chapter Nexsure Training Manual - CRM Policy In This Chapter Accessing the Policy Adding a Thank You Letter Editing the Policy Adding, Editing and Removing Assignments Admitted Carrier Identification Summary of

More information

Individual Taxpayer Electronic Filing Instructions

Individual Taxpayer Electronic Filing Instructions Individual Taxpayer Electronic Filing Instructions Table of Contents INDIVIDUAL TAXPAYER ELECTRONIC FILING OVERVIEW... 3 SUPPORTED BROWSERS... 3 PAGE AND NAVIGATION OVERVIEW... 4 BUTTONS AND ICONS... 5

More information

Complete Closing Enterprise Closing Disclosure Form

Complete Closing Enterprise Closing Disclosure Form Complete Closing Enterprise Closing Disclosure Form VERSION 8.3 RamQuest.com 2015 RamQuest, Inc. Table of Contents Introduction... 5 Loan Estimate... 5 Closing Disclosure Form... 5 Accessing the CDF...

More information

Bond Amortization. amortization schedule. the PV, FV, and PMT functions. elements. macros

Bond Amortization. amortization schedule. the PV, FV, and PMT functions. elements. macros 8 Bond Amortization N LY O LEARNING OBJECTIVES a bond amortization schedule Use the PV, FV, and PMT functions Protect worksheet elements Automate processes with macros A T IO N Create E V A LU Financial

More information

ENTER REPORT EMPLOYER SELF-SERVICE USER GUIDE

ENTER REPORT EMPLOYER SELF-SERVICE USER GUIDE ENTER REPORT EMPLOYER SELF-SERVICE USER GUIDE Feb 2017 State of North Carolina Department of State Treasurer Retirement Systems Division Table of Contents 1--INTRODUCTION... 5 1.1 PREFERRED SYSTEM REQUIREMENTS

More information

Financial Statements Guide. October Version 2013 Release 2

Financial Statements Guide. October Version 2013 Release 2 Financial Statements Guide October 8 2013 Version 2013 Release 2 Copyright NetSuite, Inc. 2009 2013 All rights reserved. This document is the property of NetSuite, Inc., and may not be reproduced in whole

More information

For investment professionals only. Not to be relied upon by private investors.

For investment professionals only. Not to be relied upon by private investors. For investment professionals only. Not to be relied upon by private investors. First, find your client through client search by selecting Servicing, or if you have recently viewed their accounts, select

More information

Using REEFS Payments and Escrow Functions

Using REEFS Payments and Escrow Functions 16-Nov-2017 C A Y M A N I S L A N D S MONETARY AUTHORITY Using REEFS Payments and Escrow Functions 16-Nov-2017 Page 2 of 14 Contents 1 Summary... 3 2 User Roles for accessing the features... 3 3 Payments

More information

Plan Access ABA-RF Guide

Plan Access ABA-RF Guide Plan Access ABA-RF Guide September 1, 2014 Copyright Copyright 2009, 2014 Voya Institutional Plan Services, LLC All rights reserved. No part of this work may be produced or used i4 any form or by any means

More information

Wholesale s ONE-TIME CLOSE FAQ s:

Wholesale s ONE-TIME CLOSE FAQ s: Wholesale s ONE-TIME CLOSE FAQ s: How do I find my Loan if I have not submitted it to AFR? Go to www.afrloancenter.com and Login using your credentials. You will be brought to your Dashboard. In the top

More information

Benefits: Open Enrollment Guide

Benefits: Open Enrollment Guide SELECT YOUR BENEFITS Open Enrollment is the time of year to review your benefit elections and make changes. You will have from November 1st through November 19th to elect and/or make changes to your benefits.

More information

Instructions for submitting a Loan to 5 th Street Capital

Instructions for submitting a Loan to 5 th Street Capital Instructions for submitting a Loan to 5 th Street Capital www.5thstcap.com Open up Internet Explorer Go to our website: www.5thstcap.com Find and Click Log In on the top right You will be redirected to

More information

Arkansas State University. Internet Native Banner Budget Transfers

Arkansas State University. Internet Native Banner Budget Transfers Arkansas State University Internet Native Banner Budget Transfers Contents Creating a Budget Transfer... 2 Creating a Multi Line Budget Transfer... 3 Copying a Budget Transfer... 3 Deleting a Budget Transfer...

More information

Using the New Budgeted Financial Statement: Fall Release 2006

Using the New Budgeted Financial Statement: Fall Release 2006 Using the New Budgeted Financial Statement: Fall Release 2006 Introduction The Budgeted Financial Statement is one of the more frequently used reports in the financial analyst s toolkit. Shelby designed

More information

UDW+ Grants Management Dashboard Quick Start Guide. Program Services Office & Decision Support Group. Version 1.4

UDW+ Grants Management Dashboard Quick Start Guide. Program Services Office & Decision Support Group. Version 1.4 UDW+ Grants Management Dashboard Quick Start Guide Version 1.4 Program Services Office & Decision Support Group 1 Accessing UDW+ Login to UDW+ using your Net ID as the user name, and NYUHome password Navigate

More information

Chapter 6. Cash Control

Chapter 6. Cash Control Chapter 6 Cash Control This Page Left Blank Intentionally CTAS User Manual 6-1 Cash Control: Introduction The Cash Control section allows you to enter the beginning balances for the fiscal year. This section

More information

ANZ TRANSACTIVE GLOBAL PAYMENTS USER GUIDE

ANZ TRANSACTIVE GLOBAL PAYMENTS USER GUIDE ANZ TRANSACTIVE GLOBAL PAYMENTS USER GUIDE May 2018 CONTENTS Introduction 4 About this guide... 4 Online Help... 4 Online Resources... 4 Further Assistance... 4 Payments 5 Overview 5 Payments menu options...

More information

Using REEFS Payments and Escrow Functions

Using REEFS Payments and Escrow Functions 25-Jun-2018 C A Y M A N I S L A N D S MONETARY AUTHORITY Using REEFS Payments and Escrow Functions 25-Jun-2018 Page 2 of 16 Contents 1 Summary... 3 2 User Roles for accessing the features... 3 3 Payments

More information

CREATE/SEARCH/UPDATE A CUSTOMER

CREATE/SEARCH/UPDATE A CUSTOMER CREATE/SEARCH/UPDATE A CUSTOMER 1) To create a New Application you must start with a Customer Search a. Click on the Customer link on the menu bar. b. In the Legal Name box, type either the full customer

More information

Budget Development in BannerWeb

Budget Development in BannerWeb Budget Development in BannerWeb BannerWeb can be accessed directly from the Middlebury College and MIIS homepages, which bring you first to Banner Self-Service. Or from your web browser, type go/bw. Login

More information

User Guide. Healthcode E Practice Suite biller - 1 -

User Guide. Healthcode E Practice Suite biller - 1 - User Guide Healthcode E Practice Suite biller - 1 - Index Introduction... 3 PC / Internet Explorer Set-Up... 4 Logging onto E Practice biller... 8 Status Page... 10 Patients Tab... 11 Adding New Patients...

More information

Tips for Delivering Early Funding Contracts

Tips for Delivering Early Funding Contracts This reference provides tips and instructional information for contracts delivered to Freddie Mac in the Selling System with the Early Funding Option under a negotiated term of business included in your

More information

CH9 Contract extension (no change in project or objective of work)

CH9 Contract extension (no change in project or objective of work) In circumstances where an employee has a fixed term contract that needs to be extended, their appointment will need to be amended, the cost allocations updated; and if relevant, allowances may also have

More information

Allocating Expenses Expense Report

Allocating Expenses Expense Report Allocating Expenses Expense Report These instructions cover how to allocate expenses to a different Division, Department, Fund, Class, Program, or Project and how to split funds between multiple parties

More information

CenterState Bank Financial. TPO Connect Portal User Guide

CenterState Bank Financial. TPO Connect Portal User Guide CenterState Bank Financial TPO Connect Portal User Guide Table of Contents Table of Contents... 2 Introduction... 3 Introduction... 4 Getting Started... 5 Getting Started... 6 Gaining Initial Access to

More information

Master User Manual. Last Updated: August, Released concurrently with CDM v.1.0

Master User Manual. Last Updated: August, Released concurrently with CDM v.1.0 Master User Manual Last Updated: August, 2010 Released concurrently with CDM v.1.0 All information in this manual referring to individuals or organizations (names, addresses, company names, telephone numbers,

More information

SAMPLE PROCEDURES FOR USING PROCESS SUBMISSION CONTROL FORM FOR REPORT: FGRBDSC BUDGET STATUS REPORT STEP ONE:

SAMPLE PROCEDURES FOR USING PROCESS SUBMISSION CONTROL FORM FOR REPORT: FGRBDSC BUDGET STATUS REPORT STEP ONE: SAMPLE PROCEDURES FOR USING PROCESS SUBMISSION CONTROL FORM FOR REPORT: FGRBDSC BUDGET STATUS REPORT STEP ONE: Enter GJAPCTL in the Direct Access field. This will bring you to the Process Submission Control

More information

t o Creat e an It em How t o Creat e an It em School Cash Regist er Report s

t o Creat e an It em How t o Creat e an It em School Cash Regist er Report s t o Creat e an It em How t o Creat e an It em School Cash Regist er Report s Updat e: Oct ober 2013 Updat e: Oct ober 2013 Table of Contents 1 Statements... 3 1.1 How to Print Statements... 5 2 Reprint

More information

Financial Arrangements/Fee Schedules

Financial Arrangements/Fee Schedules it just makes sense Summary This Feature Summary will be divided into four sections, Financial Arrangements Fee Schedules Financial Arrangement Document Template Financial Arrangement Questionnaires Each

More information

Chapter 7 Reporting ibais User Manual BA Insurance Systems

Chapter 7 Reporting ibais User Manual BA Insurance Systems Chapter 7 Reporting ibais User Manual BA Insurance Systems ibais User Manual BA Insurance Systems Chapter 7 Table of Contents CHAPTER 7 - REPORTING... 7-1 OVERVIEW... 7-1 HOW TO ACCESS THE REPORTING FUNCTIONS...

More information

FMS Account Summary Inquiry View Budget Information

FMS Account Summary Inquiry View Budget Information FMS Account Summary Inquiry View Budget Information Account Summary Inquiry The Account Summary Inquiry (ASI) in our Financial Management System (FMS) displays budget, expenditure, encumbrance, and available

More information

ProSystem fx. Consolidated. Electronic Filing. Quick Start Guide

ProSystem fx. Consolidated. Electronic Filing. Quick Start Guide ProSystem fx Electronic Filing Consolidated Electronic Filing Quick Start Guide January 2015 Copyright 2015, CCH INCORPORATED. A Wolters Kluwer business. All Right Reserved. Material in this publication

More information

Generating Defined Contribution Plan Reports in Advisor Workstation 2.0

Generating Defined Contribution Plan Reports in Advisor Workstation 2.0 Generating Defined Contribution Plan Reports in Advisor Workstation 2.0 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1 Generating the DC Plan Status Report..............................

More information

Amber Platform Strategies: Creating and Maintaining a Strategy

Amber Platform Strategies: Creating and Maintaining a Strategy Amber Platform Strategies: Creating and Maintaining a Strategy Financial Adviser Guide Introduction Amber Platform s term Strategy refers to a collection of assets held in a portfolio, sometimes referred

More information