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iStrategy: In Theaters Now and Coming Soon

iStrategy: In Theaters Now and Coming Soon. Thursday, September 29th, 2011 3:10 to 4:00 Room: Estes A. Agenda. Original Functionality Tips and Techniques Department Security Recent Releases Enhanced Drills Payroll Data (PERS_SERV_BOR) AP Perspective (Vendor Spend Report) Coming Soon

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iStrategy: In Theaters Now and Coming Soon

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  1. iStrategy: In Theaters Now and Coming Soon Thursday, September 29th, 2011 3:10 to 4:00 Room: Estes A

  2. Agenda • Original Functionality • Tips and Techniques • Department Security • Recent Releases • Enhanced Drills • Payroll Data (PERS_SERV_BOR) • AP Perspective (Vendor Spend Report) • Coming Soon • Local User Admin • Pre-Encumbrance Reporting, Position Reporting

  3. Original Functionality • Tips for Getting More from the System • Revenues and Expenses on Same Report • My Views & Email Link • Project Report Variation • Availability of Documentation and Training • Maintaining XXX_BI_DEPARTMENT Tree • Department Security

  4. Original Functionality • Availability of Documentation and Training • http://www.usg.edu/gafirst-fin/istrategy/

  5. Recent Releases • AP Perspective • Top 50 Vendor Spend By Fiscal Year • Drill Down To by Invoice Number • Enhanced Drills (links from one transaction to another) • Payroll Data (availability and additional security)

  6. Coming Soon • Pre-Encumbrance Reporting (new Briefing Book with “Inc Pre-Enc) • Purchase Order Perspective • Local Security Admin • Institution Specific Libraries

  7. Coming Soon • Local Security Admin • Local password maintenance • Separate URL available to local system admins to create new user IDs and disable old IDs • Local security admins can also administer “Restricted” access vs. all access

  8. Thank you! Please send comments or questions to: Vikki.Williamson@usg.eduDebra.Lasher@usg.edu Kurt.Collins@usg.edu To Request an email copy of a report that we demonstrated today, please email: Jason.Beitzel@usg.edu

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