Minnesota County Highway Accountants Association 46 th ...

11
Minnesota County Highway Accountants Association 46 th Annual Conference

Transcript of Minnesota County Highway Accountants Association 46 th ...

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Minnesota

County Highway

Accountants Association 46 th Annual

Conference

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Agenda

• 3:00 - Service Desk for submitting support requests, ideas and training documentation• How to register• What information is available to the user

• 3:15 - Kelvin Howieson - Overview about the importance of automating the State Aid Pay Request (SAPR)

• 3:30 - OneOffice SAPR Overview• Review of OneOffice for SAPR setup in current version of OneOffice• Changes for the SAPR process with OneOffice upgrade

• 4:00 – OneOffice upgrade

• 4:20 - Questions and Answers

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Service Desk

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Service Desk

Create a log in to track all prior requests

Fill out your email address to receive notifications on comments and status changes

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SAPR Stats

2166 SAPR's electronically approved over the past few years

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SAPR – Current OneOffice

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SAPR – OneOffice Upgrade

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Document Creation and Approval

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Document Creation and Approval

Add photos and document attachments

Add comments and make changes in document

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OneOffice Upgrade Changes• Documents moved from web documents to Word and Excel

documents• Electronic approval within the documents, for any documents• No eGram and OneOffice separation• Access control for external stakeholders

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OneOffice Upgrade Changes• Greater ability to customize and setup specific roles• New Roads import via upload• Payments pull in all values up to specified date (no longer a date range)• Payments tag transactions as soon as payment created (no issues with transactions being

added to a payment after it one is already created)• Audit control –tracking of all changes or data updates by user and date

Payment Validation for Rounding