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Employee Resources
Training is for King County employee's only
Financial Management Education
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Offered every other month Key topics include:
Who will benefit:
Recommended Prior to this Class – Intro to General Ledger (e-Learning) |
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Offered twice a year Key topics include:
Who will benefit:
Recommended Prior to this Class – Fund Accounting 101 |
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Offered twice a year Come learn how our financial systems exchange data and communicate with each other. Participants in this course will get a behind-the-scenes tour of EBS’ inner workings, understanding how the modules exchange data amongst themselves and with other County systems including PeopleSoft and financial reports. If you’ve wondered how those debits and credits in the General Ledger came into being, this is the course for you. Recommended Prior to this Class – Fund Accounting 201 |
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Offered every month Foundation training on setup and management of Federal and State grants. This course will cover: understanding grant award documents, how to establish an award in Oracle, management of installments, funding, budgets, and closeout considerations. Who will benefit:
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Offered: Quarterly The Projects Billing and Invoice Management Course covers all of the operational functions that are needed to complete both event and cost based billing. This includes creating events, managing invoices, making corrections and understanding the associated revenue and invoice accounting. Also included are how to obtain paper invoices for cost based billing and how to trouble shoot common billing problems. This class also covers monitoring your invoice status, how to troubleshoot problems with invoices, how to monitor your aging, and how to reconcile revenue/invoice control accounts. Who will benefit:
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Offered: Multiple Dates in November and December Come and learn what’s new for yearend accruals and adjustments. Financial Accounting will provide guidance regarding when accruals are appropriate and when other reporting options should be used. The basics of accruals in Projects/Grants and General Ledger will be reviewed and we will discuss when and under what circumstances financial transactions should be corrected before yearend. Who will benefit:
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Offered: Multiple dates in November, December, and January This class instructs users on how to use the new BI Insights tool developed to automate the PA to GL expense reconciliation. This class teaches users how to use this tool to complete this mandatory reconciliation by fund, department, or division. Who will benefit:
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Sessions: This workshop series will provide specific courses to understand Schedule of Expenditures of Federal Awards (SEFA) and Schedule of Expenditures of State Financial Assistance (SESFA) reporting requirements, tools and reconciliation processes, and year end procedures. Workshops will provide information and resources to understand the elements of reporting, how to prepare the report, and the processes to ensure accurate and complete reflection of federal and state grant expenditures for the fiscal year. Workshops are 1-2 hours, depending on content. FY23 SEFA Workshop: Reporting Requirements FY23 SEFA & SESFA Workshop: Tools & Reconciliation Processes FY23 SEFA Workshop: CLFR Considerations FY23 SESFA Workshop: Reporting Requirements |
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Offered throughout the year Understanding and applying federal regulations and related compliance requirements can be complicated. This workshop series covers a variety of topics related to cost, administrative, and audit requirements for federal grant funded programs and projects. Workshops are typically 1-2 hours in length, depending on the topic. |
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Offered: Multiple Dates in November and December Timing is everything! Learn how to manage payments, accruals and event/cost based billing during the month of January when two financial periods are open. Who will benefit:
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Monthly This course covers the basic information needed to approve General Ledger Journal entries. Learn how the Approval Management Engine drives the automated approval process. Review some of the challenges you may encounter and the supporting reports that will assist you. Who will benefit:
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Monthly This course provides a working knowledge of the basic functions within Projects and Grants. The curriculum covers the information needed to set up and maintain projects and awards and is required for access to the Projects and Grants module. A separate course, Projects/Grants Billing, is required for anyone using the Projects/Grants module for billing grantors or external customers. |
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Monthly This course is for King County staff only. This class begins with an overview of Projects and Grants expenditures. We then discuss each type of smart spreadsheet and the process steps needed to successfully upload each file. Internal Controls governing this tool will be included. A review of the PA Smart Spreadsheet User Guide and Troubleshooting Guide will also highlight the tools and resources available to assist users with the process. Who will benefit:
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