Massachusetts 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.
  • 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.
  • Water will be available via refill station, we recommend bringing a water bottle to the meeting.
  • 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.

Agenda

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

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

  • Tyler’s Commitment to Client Experience

10:00-10:50 AM: Breakout 1 Sessions (run concurrently - choose one)

  • Accounts Receivable Reporting (CPE)
  • Overview of the SaaS Migration Process (CPE)
  • Troubleshooting common Payroll issues and navigating common "gotchas" (CPE)

11:00-11:50 AM: Breakout 2 Sessions (run concurrently - choose one)

  • Reconciling our Differences: General Ledger Year End Close Tips and Tricks (CPE)
  • SaaS Platform Modernization – Improving your Client Experience (CPE)
  • Void, Reissue, and the Deduction Refund Process (CPE)

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

1:00-1:50 PM: Breakout 3 Sessions (run concurrently - choose one)

  • Financials Roundtable
  • Payroll/Human Resources Roundtable
  • System Administration Roundtable

2:00-3:00 PM: Afternoon General Session (CPE)

  • Hub Dashboarding 101 – Lets build our workspace

Session Descriptions:

Tyler’s Commitment to Client Experience: Join us in our opening session introducing our 2026 state user group experience, and a showcasing of different Tyler programs that reiterates our commitment to supporting you.

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.

Overview of the SaaS Migration Process: A member of the EERP SaaS Migrations team will be guest speaking to the importance and key factors of moving to a SaaS hosted environment.

Troubleshooting common Payroll issues and navigating common "gotchas": Join us to cover common Payroll Processing issues and troubleshooting strategies. We will highlight frequent errors that occur during payroll processing, deduction reconciliation, and missed data during generation. Providing guidance and tips on how to navigate the payroll process hiccups and ensure accuracy and timeliness of your payroll.

Reconciling our Differences: General Ledger Year End Close Tips and Tricks: Reconciling at year end close can be intimidating, even more so when your funds show out of balance. This session will discuss how to pinpoint those pesky journals that are hiding… somewhere.

SaaS Platform Modernization – Improving your Client Experience: Join us to learn about Tyler’s commitment to User Experiences, this session focuses on the benefits of modernization, what it means to your organization, what the process looks like and its timelines. Topics such as VPN’s, Printer integrations, Product Integrations, and ease of access are all discussed in this new System Admin focused session.

Void, Reissue, and the Deduction Refund Process: During this time we will be discussing the void and reissuing process for Payroll payments, as well as the Deduction Refund process. It will outline the options available in the system to process effectively, key steps, typical hang ups, how to navigate those and what we consider best practice when it comes to void/reissue and deduction refunds.

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!

Payroll/Human Resources Roundtable: This session is devoted to open discussion amongst attendees regarding Payroll and Human Resources 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 Admin 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!

Hub Dashboarding 101 – Lets build our workspace: Join us in building your HUB. This session will give you the tools necessary to create a workspace that works for you. Looking at various tools, we explore options that improve your workflow and increase your efficiency. All attendees will be given post-session documentation providing step-by-step instructions on how to create dashboards covered during the session.

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

Accounts Receivable Reporting

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

Overview of the SaaS Migration Process

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

Troubleshooting common Payroll issues and navigating common "gotchas"

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

Reconciling our Differences: General Ledger Year End Close Tips and Tricks

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

SaaS Platform Modernization – Improving your Client Experience

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

Void, Reissue, and the Deduction Refund Process

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

Hub Dashboarding 101 – Lets build our workspace

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

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