PACE Community Training

Welcome to PACE Community Training!

We are so happy you've chosen to join us today; we'll briefly go over each track and their respective presenters, as well as some general housekeeping.

1 Credit

In this session, we will discuss preparation steps involved with a successful Year End Close process. The session will focus on understanding important General Ledger Settings (e.g., Default Year/Period, Holding Current Year Open, etc.), as well as how to utilize the Month End Manager, GL Table Validation, and Year End Manager programs for Year End preparation.

Objectives

• Learn how specific General Ledger Settings interact with the Year End Close process.
• Understand how Year End Manager can be used to keep track of tasks associated with the Year End process.
• Gain knowledge of various tools that can assist with preparation with Year End Close.

Prerequisite

Participants should have a basic understanding of the requirements for the Year End Close process.

Additional Session Info

Presenter: Gabby Sands
Moderator: Braeden McCrillis
Program Level: Intermediate
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

This comprehensive session guides participants through the complete 2024 W-2 processing workflow using Enterprise ERP Munis and the W-2 Wizard. Participants will learn to navigate each critical step of the W-2 process, from initial prerequisites and setup through final electronic file submission. The session emphasizes practical application of the W-2 Wizard's nine-step process, including accumulator verification, employee record creation, register generation, printing options, and electronic filing requirements. Through detailed walkthroughs and real-world scenarios, attendees will master the tools and procedures necessary to efficiently process year-end W-2 forms while maintaining compliance with federal and state requirements.

Objectives

• Master the complete W-2 Wizard workflow from initial setup through electronic file creation and submission.
• Learn to create, maintain, and adjust employee W-2 records using both individual and mass update techniques.
• Gain proficiency in generating W-2 registers for reconciliation and verification purposes.
• Develop skills in configuring print options for both preprinted and blank forms, including Enterprise Forms (ReadyForms) setup.
• Understand electronic filing requirements and processes for federal, state, and local submissions.

Prerequisite

Participants should have basic familiarity with Enterprise ERP Munis payroll processing, including knowledge of employee master records, payroll setup, and deduction/benefit configuration, to fully benefit from this advanced W-2 processing session.

Additional Session Info

Presenter: Kathy Stovall
Moderator: Kelly Hergert
Program Level: Intermediate
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

In this session, participants will dive deep into the creation of Business Account Masters, Business Licenses, and Business Taxes. They will understand the role each plays in the Business License module, how they interconnect, and what each offers in terms of functionality.

Objectives

• Understand the difference between and use of the Business Accounts Master page, the Business License page, and the Business Tax page.
• Learn the relationship between Business Account Masters and Business Licenses/Business Taxes.
• Gain knowledge to be able to support our Business License clients with basic troubleshooting and changes for Business Accounts and their related parts.

Prerequisite

Participants should have a basic understanding of Accounts Receivable configuration to fully benefit from the session.

Additional Session Info

Presenter: Roger Redin
Moderator: Michael Black
Program Level: Basic
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

In this session, participants will dive deep into the configuration and management of the Fuel Import. The session will focus on utilizing the Fuel Import to streamline Fuel Consumption and meter tracking. This session will also dive into utilizing the Fuel Import to charge departments for the fuel that their vehicles consume. Through hands-on demonstrations, attendees will learn to integrate the tools effectively and efficiently to enhance their workflow.

Objectives

• Understand the core principles of Fuel Import within the context of Enterprise Asset Management and Fuel consumption tracking.
• Learn how to leverage the Fuel Import to chargeback departments for the fuel they consumed.
• Gain practical skills in configuring the Fuel Import to improve billing processes and the user experience.

Prerequisite

Participants should have a basic understanding of Enterprise Asset Management and General Ledger postings to fully benefit from the session.

Additional Session Info

Presenter: Mason Steel
Moderator: Ali Fawaz
Program Level: Intermediate
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

This session offers a detailed overview of 1099 management in Enterprise ERP, focusing on essential topics such as entering 1099 details, importing data, configuring permissions and settings, and managing workflows. Participants will gain a thorough understanding of the entire process, from setting up 1099 information to generating reports that track payment details for each transaction within Enterprise ERP.E

Objectives

• Develop a clear understanding of 1099 management in Enterprise ERP.
• Explore best practices for configuring 1099 settings and workflows.
• Learn how to effectively capture and manage 1099 transactions within Enterprise ERP.

Prerequisite

Clients should possess a foundational understanding of the Accounts Payable (AP) invoice entry and check printing processes, as well as a basic familiarity with AP vendor maintenance.

Additional Session Info

Presenter: Braeden McCrillis
Moderator: Gabby Sands
Program Level: Basic
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

"Small adjustments can make a big impact. In this session, we’ll share practical tips and underutilized features in Tyler’s Enterprise ERP system that simplify both HR and Payroll. From improving data flow between departments to using time-saving shortcuts and smart configurations, you’ll learn how to work more efficiently while reducing errors. Whether you’re focused on Payroll processing, HR management, or both, these insights will help you get more out of Enterprise ERP every day. "

Objectives

• Identify overlooked details that improve HR and Payroll workflows.
• Use key features and tools to boost accuracy and efficiency.
• Apply practical tips and shortcuts to simplify daily tasks.
• Strengthen collaboration between HR and Payroll through seamless data flow.

Prerequisite

Basic knowledge of Tyler’s Enterprise ERP system & HR and Payroll functionality.

Additional Session Info

Presenter: Kelly Hergert
Moderator: Kathy Stovall
Program Level: Intermediate
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

In this session, participants will learn the various steps required to add and/or update Business Types within the Business License module. This will include codes for Business License and Business Taxes, as well as the creation of renewal cycles, proration dates and rates, charge codes for first application and for renewals, statistic codes, penalties, and more.

Objectives

• Understand the numerous pieces needed to create a Business Type for a Business License or a Business Tax.
• Learn how to make changes and what changes flow automatically and which ones need to be manually updated.
• Gain configuration skills for the Business License module and understand how to help our clients create new or update existing Business Licenses and Business Taxes.

Prerequisite

Participants should have a basic understanding of general configuration processes, as well as navigation of the HUB.

Additional Session Info

Presenter: Roger Redin
Moderator: Michael Black
Program Level: Basic
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

This session will provide an in-depth look at creating and managing work orders within EAM using Workforce Mobile. Participants will learn how to streamline work order processes in the field, reducing reliance on paper-based systems. The session emphasizes practical application, enabling attendees to effectively and efficiently enhance their work order management and overall productivity.

Objectives

• Understand the core functionality of Workforce Mobile within the context of EAM.
• Create and maintain EAM work orders with confidence.
• Apply practical skills in Workforce Mobile to improve work order efficiency and enhance the user experience in the field.

Prerequisite

Participants should have a basic understanding of EAM Work Order processes to fully benefit from the session.

Additional Session Info

Presenter: Ali Fawaz
Moderator: Mason Steel
Program Level: Basic
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

This session provides a comprehensive overview of basic budget processing in Enterprise ERP, covering key topics such as entering budget details, importing data, configuring permissions and settings, and managing workflows. Participants will gain insight into the complete process, from setting up budget information to generating reports that track budget allocations and adjustments within Enterprise ERP.

Objectives

• Develop a clear understanding of basic budget processing in Enterprise ERP.
• Explore best practices for configuring budget settings and workflows.
• Learn how to effectively capture and manage budget transactions within Enterprise ERP.

Prerequisite

Participants should have foundational knowledge of Journals and Budget Entry, as well as an understanding of their interaction with the General Ledger, to fully benefit from the session content.

Additional Session Info

Presenter: Braeden McCrillis
Moderator: Gabby Sands
Program Level: Basic
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

Year-end processing is a critical task for ensuring accurate payroll, compliance, and smooth transitions into the new fiscal year. In this session, we’ll review the key considerations, processes, and best practices within Enterprise ERP to guide you through successful Payroll Year-End Processing. From accrual year-end adjustments to updating salary tables & Insurance deductions, you’ll gain practical knowledge to minimize errors, meet reporting requirements, and optimize payroll operations.

Objectives

• Review and apply best practices for Payroll Year-End Processing in Munis.
• Efficiently manage year-end accrual processing, ensuring accurate carryovers into the new fiscal year.
• Update salary tables, insurance deductions, and deduction limits for the new year.

Prerequisite

Participants should have a solid understanding of accrual setup and basic processing within EERP, as well as experience with payroll processing and accrual adjustments.

Additional Session Info

Presenter: Kelly Hergert
Moderator: Kathy Stovall
Program Level:
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

This session offers a practical overview of using the Workforce Mobile app in the context of Utility Billing. Participants will learn how to connect to the app, filter and complete work orders efficiently, and apply best practices for customer-related actions. The goal of the session is to improve both efficiency and accuracy in managing Utility Billing work orders through Workforce Mobile.

Objectives

• Gain the skills to connect to and navigate the Workforce Mobile app with confidence.
• Learn how to filter, manage, and complete work orders efficiently using the app.
• Apply best practices within Utility Billing and Workforce Mobile to ensure accurate and effective work order processing.

Prerequisite

Participants should have a foundational understanding of Utility Billing processes and basic experience with work order management.

Additional Session Info

Presenter: George Maloney
Moderator: Phil Soule
Program Level: Basic
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

In this session, participants will dive deep into the configuration and management of the Fuel Import. The session will focus on utilizing the Fuel Import to streamline Fuel Consumption and meter tracking. This session will also dive into utilizing the Fuel Import to charge departments for the fuel that their vehicles consume. Through hands-on demonstrations, attendees will learn to integrate the tools effectively and efficiently to enhance their workflow.

Objectives

• Understand the core principles of Fuel Import within the context of Enterprise Asset Management and Fuel consumption tracking.
• Learn how to leverage the Fuel Import to chargeback departments for the fuel they consumed.
• Gain practical skills in configuring the Fuel Import to improve billing processes and the user experience.

Prerequisite

Participants should have a basic understanding of Enterprise Asset Management and General Ledger postings to fully benefit from the session.

Additional Session Info

Presenter: Mason Steel
Moderator: Ali Fawaz
Program Level: Intermediate
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

This session will focus on exploring the Capital Asset Workfile program. Participants will learn about how they can create Capital Assets using Purchasing/AP transaction information, which will expand their knowledge on the module and potentially address organizational needs.

Objectives

• Learn how to mark specific Purchase Orders/AP Invoices to pull into the Capital Asset Workfile program.
• Understand the various Capital Asset conversion options (i.e., New Asset, CIP, Improvement on an existing Asset).
• Gain skills on how to process transaction information into Capital Assets.

Prerequisite

Participants should have a basic understanding of the Capital Asset module.

Additional Session Info

Presenter: Gabby Sands
Moderator: Braeden McCrillis
Program Level: Intermediate
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

This comprehensive session provides detailed instruction on creating and maintaining Employee 1095-B/C records for Affordable Care Act compliance using Enterprise ERP Munis. Participants will learn the complete workflow from prerequisites through final record generation, including the critical setup of ACA Period Records, Employee Dependent records, and proper configuration of the Generate 1095-B/C command. Through practical examples and detailed walkthroughs, attendees will master the tools necessary to ensure accurate ACA reporting while maintaining compliance with IRS requirements for both self-insured and fully-insured employers.

Objectives

• Master the Generate 1095-B/C configuration process, including proper setup for different employer types (self-insured vs. fully-insured) and employee groups with varying coverage rules.

Prerequisite

Participants should have foundational knowledge of Enterprise ERP Munis payroll/HR modules, understanding of Employee Master records, Employee Deductions, and basic familiarity with ACA compliance requirements to effectively navigate this advanced reporting session.

Additional Session Info

Presenter: Kathy Stovall
Moderator: Jessica Nevin
Program Level: Advanced
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

In this session, participants will explore the key processes for reconciling Accounts Receivable with the General Ledger specifically for General Billing and Utility Billing. The session will focus on understanding the preparation steps required for effective reconciliation, including how to set up the necessary configurations and settings for generating accurate reconciliation reports. Attendees will gain experience in using these tools to ensure their AR and GL are aligned, reducing discrepancies and improving financial reporting accuracy.

Objectives

• Develop a thorough understanding of the AR reconciliation process for General and Utility Billing.
• Learn how to prepare and configure settings for generating reconciliation reports.
• Master the techniques for balancing AR records with the GL to ensure financial accuracy and integrity.

Prerequisite

PUT PREREQUISITES HERE.

Additional Session Info

Presenter: George Maloney
Moderator: Phil Soule
Program Level: Intermediate
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

1 Credit

This session will provide an in-depth look at creating and managing work orders within EAM using Workforce Mobile. Participants will learn how to streamline work order processes in the field, reducing reliance on paper-based systems. The session emphasizes practical application, enabling attendees to effectively and efficiently enhance their work order management and overall productivity.

Objectives

• Understand the core functionality of Workforce Mobile within the context of EAM.
• Create and maintain EAM work orders with confidence.
• Apply practical skills in Workforce Mobile to improve work order efficiency and enhance the user experience in the field.

Prerequisite

Participants should have a basic understanding of EAM Work Order processes to fully benefit from the session.

Additional Session Info

Presenter: Ali Fawaz
Moderator: Mason Steel
Program Level: Basic
Delivery Type: Group Internet-Based
Advanced Preparation: None
Field Of Study: Computer Software & Applications

Attendees can earn 1 CPE credit for each eligible session, for a total of 3 CPE credits for the entire PACE Community Training. To qualify for CPE credit, attendees must be logged in for at least 50 minutes and participate in at least three engagement activities (e.g.; real-time polling, Q&A). Credits will be awarded based on attendance and active involvement in the session. CPE certificates will be distributed within 60 days of the session completion.

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.nasbaregistry.org. One CPE = 50 minutes of instruction

For more information regarding administrative policies, such as complaints and cancellations, Please contact: Enterprise ERP PACE EERPPACE@tylertech.com

All Cancellations must be received via email at EERPPACE@tylertech.com at least two weeks before the scheduled event; only cancellations received at least two weeks before the scheduled event will be eligible for a refund.