PeopleSoft User Group...1099 process for 2019 Preparation in PeopleSoft just like always All vendors...
Transcript of PeopleSoft User Group...1099 process for 2019 Preparation in PeopleSoft just like always All vendors...
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PeopleSoft User Group
September 18, 2019
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User Group Agenda
• Year – End Preparation
• 1099 process for 2019
• eBILL BSA Invoice Access
• Council User Security Review
• New Functional Expense Report layout for 2019 Audits
• 2020 Budget Building
• IOIPAY and payroll Update
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Year End Preparation
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Year End Preparation• Reconciliations of Accounts
• Custodial• Receivables• Cash – Bank Accounts• Accounts Payable
• Summer Camp Inventories• Time Study• Update Fixed Assets
• 1841 account review• Year End Deferrals (next year events)• 1099 Vendors and Vouchers
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1099 process for 2019finance-impact/council-fiscal-management/peoplesoft/year-end/
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1099 process for 2019
Preparation in PeopleSoft just like alwaysAll vendors need setup for 1099 with EIN or SSNMake sure all vouchers are flaggedUse query to output filesLoad into Track1099E-file to the IRSOutput to email address or print to mail
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Track1099 process • Prepare 1099 vouchers and vendors in PeopleSoft• Run the Withholding 1099 Report Job – (loads tables) • Run Query for exporting to Track1099• Login to Track1099• Enter Team code (all councils will be given a code to allow
for billing)• Upload payers with a CSV file• Email Files• Download files for mailing• E-File with the IRS• Fees covered by the National Service Center
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Queries to help prepare for 1099
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Queries to help prepare for 1099
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eBILL Pay Functionfor Accounts Payable
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PeopleSoft UserSecurity
The Scout Executive’s Role
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PeopleSoft User Security
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PeopleSoft User Security
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FASB Revised Functional Expense Report
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Current Functional Expense Report
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Current Functional Expense Report
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New Functional Expense Report
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New Functional Expense Report
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New Functional Expense Report
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2020 Budget Building
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Actual Spreadsheet
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Starting Your Budget
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Budget Report
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www.scouting.org/financeimpact
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Always start with a fresh set of tools
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Budget Upload Tools
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Gathering Worksheet
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Gathering Worksheet
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Make Sure to Follow Directions
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Spreadsheet Journal Import
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Journal Upload Pitfalls
• Formatting of cells from cut and paste
• Typo on the chartfield numbersX-XXXX-XXX-XX
• Journal Date – using the incorrect date for budget journalsEach month budget needs to be that correct month of the budget
• Incorrect number of lines of data
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Mark LogemannAssistant Chief Scout Executive
National Director of Support Services
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IOIPay and Payroll Software
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Future Scheduled Webinar
November 13, 201910:00AM & 2:00PM
Central
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Member Care Contact Center
• Needs User Guide• Best practices • Accounting calls have a special queue• Three care members rotate on calls• Reviewing how calls will be handled next year
• For assistance, please contact the Member Care Contact Center through the online Support Center site in MyBSA or at (855) 707-2644
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Feedback Time
• Questions
• Best practices
• Needs
• Requests for future user group topics email [email protected]