Finance

Please click the below hyperlinks to access the Accounts Payable training material.

Quick Reference Guides:

1. Invoice Approval
2. Supplier Invoice Entry
3. Invoice Validation
4. Standard Invoice (Non PO)
5. Invoices Matched to Purchase Orders and Various Actions
6. Selecting the Correct Supplier when Creating an Invoice

Please click the below hyperlinks to access the Accounts Receivable training material.

Quick Reference Guides:

1. How to raise an Accounts Receivable Invoice
2. How to Re Query an Accounts Receivable Invoice - Manage Transactions
3. How to review Customer Account Details - Invoice & Payments
4. How to View an Accounts Receivable Invoice

Videos:

1. How to Raise an Accounts Receivable Invoice no Memo Line
2. How to raise an Accounts Receivable Invoice using a Memo Line
3. How to view an Accounts Receivable Invoice
4. How to Review Customer Account Details - Invoice & Payments
5. How to Re Query an Accounts Receivable Invoice - Manage Transactions

Please click the below hyperlinks to access the Expenses training material. Ensure you have read and understand the Walsall Council Expenses Policy as the process for claiming remains the same.

Quick Reference Guides:

1. Create and Submit an Expense Report
2. Processing an Expense Report Approval

Expenses Full Guide

Please click the below hyperlinks to access the General Ledger training material. 

Quick Reference Guides:

1. Account Inquiry and Drill Down
2. Entering Journal by Spreadsheet
3. Entering Manual Journal
4. Vacation Rule
5. Accessing School Reports
6. Fusion Reports
7. Code Conversion Lookup table
8. Oracle Manual Journal Naming Protocols
9. Journal Policy

Please click the below hyperlinks to access the Planning and Budgeting Cloud Service training material. 

Quick Reference Guides:

1. Add or delete attachment
2. Pay Monitoring Add and Remove Vacancies
3. Pay Monitoring Business Rules
4. Pay Monitoring Zoom In and Zoom Out
5. Pay Monitoring
6. Revenue Monitoring - Adding-Removing a Subjective
7. Revenue Monitoring - Business Rule
8. Revenue Monitoring Zoom In and Zoom Out
9. Revenue Monitoring
10. Shared connections & Formatting
11. Smart View Log In
12. Capital Forecasting on PBCS
13. PBCS Report
14. Capital Forecasting Through Smartview

Please click the below hyperlinks to access the Procurement training material. This area of the system will only be accessible to you if you are a requisitioner and have completed the relevant training.

Quick Reference Guides:

1. Approval Requisition
2. Receipting a Purchase Order
3. Receipting Purchase Orders via notifications
4. Procurement Categories and Subjectives Lookup
5. Raise a NonCatalog Requisition
6. Managing a Requisition Order
7. Raise a Smartform Requisition
8. How to Change my Preferences to a default cost code or Default location when Raising a Requisition