California Enterprise ERP User Group Meeting

Please join us for an informative Enterprise ERP User Group Meeting! Here are some FAQs to review before you attend!

  • There is no cost to attend.
  • In the event of a canceled on-site meeting, a virtual one on the same day will be offered in its place.
  • Complimentary breakfast and lunch items will be available. Please let us know ahead of time if you have any food allergies for which we must accommodate.
  • This live event will not be recorded or be available for virtual attendance.
  • Please send any additional questions to EERPStateUserGroup@tylertech.com
  • Attendance is limited, please let us know if you are unable to attend and we will cancel your registration or use the cancelation link below.
  • Need to cancel? Click here!

Agenda

8:30 - 9:00 AM: Check-in, Coffee, & Networking

9:00-9:50 AM: Morning General Session (CPE)  

  • Moving Forward with Enterprise ERP

10:00-10:50 AM: Breakout 1 Sessions 

  • Breakout 1A: Maximizing Efficiency with Financials (CPE)
  • Breakout 1B: System Administration Tips and Tricks (CPE)
  • Breakout 1C: TCM Onboarding (CPE)

11:00-11:50 AM: Breakout 2 Sessions 

  • Breakout 2A: Unlocking the True Potential of HUB Reporting (CPE)
  • Breakout 2B: What’s New in Accounts Receivable (CPE)
  • Breakout 2C: Overview of the Budgeting Process in Enterprise ERP (CPE)

12:00-1:00 PM: Lunch and Networking

1:00-1:50 PM: Breakout 3 Sessions

  • Breakout 3A: Financials Roundtable
  • Breakout 3B: Employee Access/Human Capital Management Roundtable 
  • Breakout 3C: System Administration Roundtable

2:00-3:00 PM: Breakout 4 Sessions

  • Breakout 4A: Payroll Processing with a Focus on Efficiency (CPE)
  • Breakout 4B: Accounts Receivable Reporting (CPE)
  • Breakout 4C: Content Manager: What’s New, What’s Next (CPE)

Session Descriptions:

Moving Forward with Enterprise ERP: Join us in our opening session for important updates regarding the future of Enterprise ERP and Tyler Technologies, as well as a review of various Enterprise ERP functions reflecting the modules represented in today’s breakout sessions.

Maximizing Efficiency with Financials: In this session, we will explore how to incorporate efficiency into many Financials processes by adjusting settings, customizing display fields and exploring available mass add/update options. The primary focus of this session will be on Purchasing and Accounts Payable.

System Administration Tips and Tricks: This session will demonstrate Enterprise ERP System Architecture, Logging, Tools, Tyler HUB, and a Tyler Identity overview.

TCM Onboarding: This session focuses on highlighting the less well-known or underutilized functionality that drives significant value for you as a user of Enterprise ERP Payroll. Topics may include Global functions within Payroll Earnings and Deductions, Proof options beyond the basic Error or Detail/Final Proofs, inquiry programs including Payroll Audit Inquiry and Global Audit Inquiry, and more.

Unlocking the True Potential of HUB Reporting: In this session, we'll go over how you can utilize the reporting features in the Hub product to enhance your productivity. We'll review various methods of manipulating your data in Hub, as well as covering ways to make Hub cards and pages your own.

What’s New in Accounts Receivable: Join our Accounts Receivable expert in this session to learn about the newest functionality added to improve Accounts Receivable and how you can incorporate it into your organization's processes and procedures.

Overview of the Budgeting Process in Enterprise ERP: Would you like guidance on how to onboard your new Financial Employees? We will cover a listing of programs that should always be in your back pocket, a review of key reporting tools, and tips for creating a sustainable and easily replicable training program.

Financials Roundtable: This session is devoted to open discussion amongst attendees regarding Financials topics. While typically not ideal for troubleshooting ongoing issues, this is a great opportunity to inquire about approaches others take to various challenges with reporting needs or completing processes within Enterprise ERP. For the most fruitful discussion, come prepared with one or two topics you would like to learn more about or discuss!

Employee Access/Human Capital Management Roundtable: This session is devoted to open discussion amongst attendees regarding Payroll topics. While typically not ideal for troubleshooting ongoing issues, this is a great opportunity to inquire about approaches others take to various challenges with reporting needs or completing processes within Enterprise ERP. For the most fruitful discussion, come prepared with one or two topics you would like to learn more about or discuss!

System Administration Roundtable: This session is devoted to open discussion amongst attendees regarding System Administration topics. While typically not ideal for troubleshooting ongoing issues, this is a great opportunity to inquire about approaches others take to various challenges with reporting needs or completing processes within Enterprise ERP. For the most fruitful discussion, come prepared with one or two topics you would like to learn more about or discuss!

Payroll Processing with a Focus on Efficiency: Ensuring accurate processing of payroll is a continuous requirement for any organization – using Enterprise ERP to its fullest can help streamline the process. Join us in this session to learn how!

Accounts Receivable Reporting: A look at the report functionality available through the Detail Receivables by Date, Register, Payments Report, Receipt Inquiry, and Adjustment Inquiry programs.

Content Manager: What’s New, What’s Next: Where is Content Manager in 2025 and where are we heading? We’ll explore the value in Content Manager’s newest features and discuss upcoming initiatives and opportunities for users to engage with.

CPE Credit Information

Morning General Session

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

Maximizing Efficiency with Financials

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Finance

System Administration Tips and Tricks

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

TCM Onboarding

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Personnel/HR

Unlocking the True Potential of HUB Reporting

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Business Management & Organization

What’s New in Accounts Receivable

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Accounting

Overview of the Budgeting Process in Enterprise ERP

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Finance

Payroll Processing with a Focus on Efficiency

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Personnel/HR

Accounts Receivable Reporting

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Accounting

Content Manager: What’s New, What’s Next

1 Credit
Program Level: 1-Basic
Prerequisites: None
Delivery Type: Group-Live
Advanced Preparation: None
Field Of Study: Personnel/HR

NASBA CPE Disclaimer

Attendees are eligible to earn 1 CPE credit for attending each eligible Breakout Session attended, for a total of 4 possible CPE credits for the entire User Group Meeting. Please note attendance will be verified for CPE credit. Live attendance for at least 50 minutes per CPE-eligible session is required.

Tyler Technologies, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.learningmarket.org. One CPE = 50 minutes of instruction

Complaint Resolution Policy

For more information regarding administrative policies, such as complaints and cancellations, Please contact: Enterprise ERP State User Group Information EERPStateUserGroup@tylertech.com