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Program Formation
User Resources
Travel and Expense
Tools for travelers on state business.
Learn Before Logging In
Login and Set Up Hints
Begin Your Work
Travel and Expense Glossary
Reporting Toolkit
Bulkload Toolkit
Resources for bulkloading agencies
Chart of Accounts and Commitment Control Toolkit
COA, KK and Cost Center Mapping reference materials and tools.
Excel-to-CI Resources
Training Toolkit
Learn how to use the SFS.
Training Courses
Job Aids and Reference Materials
Quick Start Guides
Supplemental Training Presentations
Agency Knowledge and Support
Frequently Asked Questions
Guides, Manuals and Processing Resources
Personalized Support for Agency Users
Vendor Knowledge and Support
Questions Frequently Asked by Vendors
Personalized Support for Individuals and Firms Doing Business with NYS
Agency Strategic Resources
Agency / SFS Relationship Managers
Agency Coordinators, Administrators, Liaisons, etc.
Security Guide
Roles and information access.
Accessing Data and Reports
Roles in the SFS
User Groups for System Effectiveness
Structure and Leadership
Membership and Meetings
Meeting Agendas and Notes
Resources
Business Improvement
Rethink the way your agency does business.
Key Performance Indicators
Business Process Flows
Agency Training Resources
Help staff learn to use the SFS.
Training Courses
Trainer Materials
Fiscal Year End Dashboard
Top 15 Key SFS Information Items for Agencies for Fiscal Year 2013-14
Lapsing Resources
Resources for those appropriations that are due to lapse.
Go-Live Stabilization Resources
Go-Live Stabilization Dashboard
Conversion / Cutover
Agency Conference Calls and Meeting Agendas and Notes
Home
Agency Strategic Resources
User Groups for System Effectiveness
Meeting Agendas and Notes
Click here to view the list of Upcoming User Group meetings.
General Ledger / Budget User Group
5/13/13 GL/KK Meeting Agenda
3/11/13 GL/KK Meeting Agenda and Notes
2/11/13 GL/KK Meeting Agenda and Notes
FYE Overview for GL/KK presentation
Cost Center Rollover for FYE presentation
12/10/12 GL/KK Meeting Agenda
11/13/12 GL/KK Meeting Agenda and Notes
10/9/12 GL/KK Meeting Agenda and Notes
9/10/12 GL/KK Meeting Agenda and Notes
8/13/12 GL/KK Meeting Agenda and Notes
7/9/12 GL/KK Meeting Agenda and Notes
6/19/12 GL/KK Meeting Agenda and Notes
Travel and Expense User Group
5/14/13 T&E Meeting Agenda
4/9/13 T&E Meeting Agenda and Notes
3/12/13 T&E Meeting Agenda and Notes
2/12/13 T&E Meeting Agenda and Notes
1/8/13 T&E Meeting Agenda and Notes
11/13/12 T&E Meeting Agenda and Notes
10/9/12 T&E Meeting Agenda and Notes
9/11/12 T&E Meeting Agenda and Notes
8/14/12 T&E Meeting Agenda and Notes
7/10/12 T&E Meeting Agenda and Notes
6/19/12 T&E Meeting Agenda and Notes
Revenues User Group
5/2/13 Revenues Meeting Agenda
4/4/13 Revenues Meeting Agenda and Notes
2/7/13 Revenues Meeting Agenda and Notes
1/3/13 Revenues Meeting Agenda and Notes
12/6/12 Revenues Meeting Agenda and Notes
11/2/12 Revenues Meeting Agenda and Notes
10/4/12 Revenues Meeting Agenda and Notes
9/6/12 Revenues Meeting Agenda and Notes
8/2/12 Revenues Meeting Agenda and Notes
7/13/12 Revenues Meeting Agenda and Notes
6/19/12 Revenues Meeting Agenda and Notes
Grants User Group
5/9/13 Grants Meeting Agenda
4/11/13 Grants Meeting Agenda
1/10/13 Grants Meeting Agenda
12/13/12 Grants Meeting Agenda and Notes
11/8/12 Grants Meeting Agenda and Notes
10/18/12 Grants Meeting Agenda and Notes
9/13/12 Grants Meeting Agenda and Notes
8/9/12 Grants Meeting Agenda and Notes
7/12/12 Grants Meeting Agenda and Notes
6/19/12 Grants Meeting Agenda and Notes
Procure-to-Pay / Contracts User Group
5/9/13 Procure-to-Pay Meeting Agenda
4/11/13 Procure-to-Pay Meeting Agenda and Notes
3/14/13 Procure-to-Pay Meeting Agenda
and Notes
FYE Prep Presentation
- includes PO cleanup/anomalies, Voucher deletion, viewing deleted Vouchers, ROA outreach by OSC BAO, Adjustment Vouchers for ROA AP and Credit Memos incl. related Job Aids, GFO, inquiry and reports
2/14/13 Procure-to-Pay Meeting Agenda and Notes
FYE Presentation
1/10/13 Procure-to-Pay Meeting Agenda and Notes
12/13/12 Procure-to-Pay Meeting Agenda and Notes
11/8/12 Procure-to-Pay Meeting Agenda and Notes
10/11/12 Procure-to-Pay Meeting Agenda and Notes
9/13/12 Procure-to-Pay Meeting Agenda and Notes
8/9/12 Procure-to-Pay Meeting Agenda and Notes
7/12/12 Procure-to-Pay Meeting Agenda and Notes
6/19/12 Procure-to-Pay Meeting Agenda and Notes
Bulkload User Group
5/7/13 Bulkload User Group Meeting
Presentation
- Summer 2013 Release
4/9/13 Bulkload Meeting Agenda
and Notes
Presentation
- Defect 7547 Fix, Summer Release
3/5/13 Bulkload Meeting Agenda and Notes
2/5/13 Bulkload Meeting Agenda and Notes
1/4/13 Bulkload Meeting Agenda and Notes
12/4/12 Bulkload Meeting Agenda and Notes
11/9/12 Bulkload Meeting Agenda and Notes
10/2/12 Bulkload Meeting Agenda and Notes
9/4/12 Bulkload Meeting Agenda and Notes
8/14/12 Bulkload Extract Reconciliation Meeting Notes
8/7/12 Bulkload Meeting Agenda and Notes
7/10/12 Bulkload Meeting Agenda and Notes
6/19/12 Bulkload Meeting Agenda and Notes
User Group Leadership Board
1/22/13 Leadership Board Meeting Agenda and Notes
12/11/12 Leadership Board Meeting Agenda and Notes
11/27/12 Leadership Board Meeting Agenda and Notes
10/23/12 Leadership Board Meeting Agenda and Notes
9/25/12 Leadership Board Meeting Agenda and Notes
8/21/12 Leadership Board Meeting Agenda and Notes
7/17/12 Leadership Board Meeting Agenda and Notes