RESOURCES

Please register for any or all (specify by date) of the workshops below, by e-mailing it-training@lanecc.edu. They will be held from 10:00 - 11:30 in Building 19, Room 261 - inside Work Force Development.

July 9 – Making reporting easier, faster and more accurate: Saving Budget Queries.  Using the ODS to get strategic reports.  An introduction to ODS reports that are customized to your specs. Refresher on Lane & accounting terms. Handout **

July 16 - Planning to Avoid NSF. Refresher on roll-up Accounts, Control-Orgs.  Why is a FOAP NSF when it looks like you have money? Running the NSF FOAP Macro and interpreting the data. Using ExpressLane Budget Availability to find incomplete documents and fixing some of the PO pitfalls that cause them. Creating temporary and permanent budget transfers. Handout **

July 23 - Purchase Order Refresher/Change Order Part 1.  Best practices, pitfalls and tips & tricks.  Increasing or decreasing the amount of a PO on a Change Order.  Handout **

July 30 - PO and Change Order, part 2.  Learn to use the copy function to save time, and remove the balance of a PO using FPAEOCD. Use Change Orders to change product information, increase the amount of a PO, and change or add to the accounting (FOAP) distribution. Handout **

August 6 - FY09 Budget Restructure Part 1. To be completed Aug 27th , pending Banner budget upload. Handout **

August 13 - Monitoring your payroll, Part 1.  Using the Position Budget and Leave Usage Reports and NHIDIST to track spending vs. budget.  Lane approved processes for correcting budget for contracted and part-time positions. Handout **

August 20 - Cancelled - content communicated via e-mail.

POSTPONED TILL BUDGET IS POSTED - I will notify the cohort when we are able to complete this module. In the interim, if you would like help with your restructure, please see below. FY09 Budget Restructure Part 2. Finding your FY09 budget, assessing the set-up and determining if it will facilitate the accomplishment and reporting of your unit plan objectives or department needs.  What to do if you'd like to change the structure, and the nitty-gritty on how to do it right.  Handout **

Budget Structuring: You may request assistance in determining how to reconstruct your department's budget, and receive as much or as little help as is needed.  Budget administrators have the option of performing a temporary budget transfer in ExpressLane and/or you may submit a permanent budget transfer request to the Budget Transfer mailbox.  A permanent budget transfer will carry forward year after year, whereas temporary transfers are reversed when the fiscal year is closed. 

• Download the Budget Transfer Template
• Complete and submit to the Budget Transfer Mailbox OR make an appointment for an initial consultation to determine the needs of your organization by sending an e-mail to Laura Martin.

College Finance offers consulting services to assist Lane staff with accounting and budget questions. Contact FinanceHelp@lanecc.edu or ext 5598 Mon - Fri, 9 - 4.

FOAP Hierarchy Reports as of June 30, 2008. **

Fund	FY08 1026K .pdf	FY09 K .pdf
Organization	FY08 1511K .pdf	FY09 K .pdf
Account	FY08 1056K .pdf	FY09 K .pdf
Program	FY08 41K .pdf	FY09 K .pdf

Identity Theft: It's not new, but the level of knowledge we need to protect ourselves is certainly growing

• You have a right to free annual credit reports!
• FTC - Your Resource for Identity Theft
• Fight Identity Theft.com
• Identity Theft Resource Center
• What to do if you have been a victim

Download Excel Viewer: Open, view, and print Excel workbooks, even if you don't have Excel installed.

**( Requires Adobe Acrobat Reader. ) ***

*** Note - if you download the latest version of Adobe Reader and a Google toolbar is also installed, the toolbar must be removed from your computer in order to perform most data downloads in the Banner/ExpressLane/ODS environments. martinl@lanecc.edu