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Core Systems Administrator Finance

Published on August 27, 2014 by in Featured

 

$82,317 Per Annum Plus Super

Frankston

Reporting directly to the Manager Finance you will ensure Council’s financial systems are managed and enhanced as part of Council’s core application architecture to achieve maximum performance, usability and to support the achievement of Council objectives.

You will also provide application support and user training for Council’s financial systems and other applications.

As the successful applicant you will have relevant tertiary qualifications in Accounting or Finance (with Information Technology as a major component or post graduate qualification), substantial experience in an Accounting environment (or similar) and the ability to manage and enhance financial systems as well as planning and implementing new financial systems.

For a position description and to apply go to www.frankston.vic.gov.au

 

 
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TechnologyOne User Group Meeting 27 March 14 Notes

Published on April 11, 2014 by in Featured

TECHNOLOGY ONE MELBOURNE USER GROUP MEETING

Date Thursday 27th March 2014
Time 10.30am
Held at Salvation Army Melbourne Corps
69 Bourke Street
Melbourne VIC 3030
Facilitator Jamie Scott – Salvation Army
Meeting Welcome – Jamie Scott (Salvation Army)

Technology One User Group Meeting Notes 27 March 2014
Jamie welcomed the user group and highlighted the growing attendance.
Jamie strongly encouraged everyone to get onto www.t1financials.com.au and get active on the forums, as if you are having an issue, it is likely someone else is having the same issue too, and they may already have the solution. Or your solution may save the next person a significant time and effort. This can help realise the real power of belonging to this community!
Jamie encouraged everyone to join the Technology One Software Users Group LinkedIn group (http://www.linkedin.com/groups?gid=5169388) and get involved. This group is for all Technology One users, not just local users who attend the meetings. Technology One Evolve Conference Summary – Oliver Jarman (Technology One)
Oliver highlighted that Evolve 2014 was the biggest Evolve so far with over 1600 attendees. At Evolve the big news was the release of Ci Anywhere and the Technology One Cloud (full cloud solution – Software as a Service), which is the culmination of over $80m invested into R&D.
Oliver then provided a summary on the key topics covered at Evolve:
Ci Anywhere:
- Catchphrase is: Any device. Any where. Any time.
- This runs natively through a browser, on any device with a browser.
- The sizing and layout of CI Anywhere Apps adapts to the screen size of the device.
- Designed to be simple to use and familiar to the user, similar to the feel of consumer apps and devices.
- Integrates with devices and their features e.g.: touch screens, cameras, GPS.
- Optimised for On-Premise or Cloud installations. You have the option to keep Technology One platform On-Premise or migrate to the Cloud. You get the same benefits of Ci Anywhere on both installation methods.
- In order to get Ci Anywhere, you need to be on the latest consolidation release, which should be the last major release you need to make for a few years.
TECHNOLOGY ONE MELBOURNE USER GROUP MEETING
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- Technology One is currently inundated with requests to update, and will need to stagger client installations. They are prioritising the installations and if you have an immediate business need, they can still accommodate it.
Enterprise App Store
- Contains apps, packages, guidance notes, release notes.
- There are also 2 minute videos on the use of the apps, to assist with doing away with lengthy training.
- There are currently 36 apps in the Enterprise App Store so far, which have focused on the apps that the casual user will utilise.
- Core functionality apps will be added next.
Cloud
- Cloud first discussed at the previous Evolve with minimal interest.
- Now thinking has changed and there is a high level of interest in the Cloud solution.
- Technology One offer a full Software as a Service Cloud solution, hosted within Australia.
- Benefits of the Cloud were highlighted to include reduced costs, simplicity (focus on business not IT), scalability (very quickly as and when needed) and the economies of scale which can be achieved.
Noosa Case Study
- One of the big presentations was the 4 month installation at Noosa Council by Martin Drysdale.
- Noosa de-amalgamated from Sunshine Coast Regional Council.
- Short time frame to go live. Started the process in June 2013, signed the Technology One contract on 23rd August 2013 and went live on January 1st 2014.
- They chose a full One Council Technology One solution including Financials, SCM, BI, HR & Payroll, Asset Management, Property & Rating & ECM.
- Chose a Cloud installation which offered significant savings in the estimated implementation costs.
Oliver stated that the Victorian Showcase presentation is currently looking to be on Tuesday 10th of June (TBC), so mark it in your diary.
TECHNOLOGY ONE MELBOURNE USER GROUP MEETING
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Ci Anywhere Demonstration – Kris Brown (Technology One)
Kris demonstrated the PC version of Ci Anywhere, highlighting the following points:
- The user can customise their own home screen with the functions they want as a user
- Functions are set up in tiles (similar to Windows 8), which can be small with only a name or expanded larger to include summary information.
- You can click through for more details, you don’t have to go into a different function to find more details like in the existing Ci.
- There is new functionality called natural view, which displays all of the information on a transaction in a view similar to a print preview format of the item in a standard format. Designed to be easy to read particularly for non-financial users.
- There is an ability to share information with another user, which will send the other user a link to the same search/parameters which you have on your screen at that time.
Kris stated that after the Showcase, there will be a demo environment available to customers to play with. It can be made available now on request if you have an immediate need.
Kris then impressively demonstrated the same functionality on his iPad, and on his iPhone displayed live on the projector. He performed tasks on each device, and showed how it would appear on the other device.
Several questions were asked:
- Does a user staying logged in on their device consume a concurrent user licence?
o Yes it does, however the administrator can set a web timeout to limit this.
- What does Ci Anywhere cost?
o All applications which you already own/have a licence for are at no extra charge.
Enterprise Content Management/Enterprise App Store – Kris Brown (Technology One)
Kris demonstrated Technology Ones connected content by adding at attachment to an asset on the system, and showing that the attachment is automatically loaded into ECM based on parameters which are set up. There was no real difference to the user on adding an attachment, but there is full version control behind it in ECM. Kris then demonstrated the search function within ECM to locate the attachment based on a number of different criteria that were automatically populated when the attachment was added.
Kris then highlighted some of the key features of the Enterprise App Store:
- Users can log into the Enterprise App Store and request an app.
- Your IT team has a separate login, they receive the request and can choose to provision an app to the server.
TECHNOLOGY ONE MELBOURNE USER GROUP MEETING
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- The App Store then pushes the software to the server, no need for consultants on site, it essentially does it itself.
- Press button to update to production from test
- Kris noted that the Citrix install is very specific and involved.
Break for Morning Tea Welcome Back – Jamie Scott (Salvation Army)
Jamie surveyed the room for users who are on the consolidation release, and around one third of the room was already on the consolidation release. Jamie then asked if it was working well at an acceptable speed and most indicated it was fine..
Several users did state they were having issues with a really slow workflow issue once the consolidation release was installed. Tech One had provided a solution to one client (Epworth) related to database index, and this totally fixed the issue so workflow items that were literally taking 2-3 minutes to retrieve, took 2-3 seconds again. The consensus was to raise an AR if this occurs as Technology One does seem to have a solution.
Oliver Jarman wished to highlight that what CAM stands for, which is Customer Account Manager, which is your new first point of contact. If you are unaware who your CAM is, contact Oliver and he will be able to point you in the right direction.
End of Period / End of Year Discussion – Jamie Scott (Salvation Army)
Jamie mentioned he often used to provide a day’s to TechnologyOne clients in the lead-up to year-end to develop a year-end planning document, calendar and checklist and test/develop year-end allocation processes and so forth to ensure a smooth transition to the new financial year. Typically these End-Of-Year documents would re-used every year.
Jamie recommended the starting point is to have a calendar when everything will close across year end, and a good starting point for documentation is the Technology One Support website. There are a number of documents on the site which are of use, and they are currently in the process of being updated for this year.
Sharon Spiteri (Victorian Teachers Mutual Bank), shared that Technology One do a 1 day course on the end of financial year process which she found very useful and is recommended to complete, particularly if you haven’t done a year end before.
Several tips were shared in relation to year end:
- The processing group wizard is a great help in the year end process, and this is available from revision 9 onwards.
- Make sure you click save as on your ledgers, not copy ledger (as copy ledger copies all of the transactions).
- When archiving transactions, you need to talk to your database adminstrator to cleanse the database and actually claim the disk space back.
TECHNOLOGY ONE MELBOURNE USER GROUP MEETING
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- There is a stored script for supply chain, which you need to ensure you run. In particular for the contracts module to roll over RFQ’s etc. If you don’t have it you may have to log an AR to get it. Scanning Solutions Discussion – Jamie Scott (Salvation Army)
Jamie asked who was using a scanning solution and which solution. A few users indicated they were using Kofax and a reasonable number indicated Scanwatcher. Jamie indicated that in his experience Scanwatcher works reasonably well, particularly large devolved processing operations like the Salvation Army, and delivers the key functionality of being able to open the attachment from the transactions. It is reasonably cost effective for what it does and simple to use, however does require sticking on a label on each document and reading that label with a bar-code reader to populate the filename in the attachment field at data-entry time. Kofax on the other hand goes one step further and is able to perform data entry for you, with some training of the software.
Steve Irwin (City of Frankston) mentioned he had developed workflows for scanning with Accelerate IT, and can do it a bit easier than in Technology One. Discussion continued and Scanwatcher (Ferret Software) was also raised as now offering an OCR option, which represents good value for money, but is time consuming to set up. New User Issues / Questions – Jamie Scott (Salvation Army)
Long Term Financial Plan / Balance Sheet & Cash Flow Forecast Templates
It was discussed that Technology One have an Enterprise Budgeting template to do balance sheet and cash flow modelling. There are two models, a 10 year version specifically for Councils and a 1 year version. Ideally you need ETL to utilise this model, although it would be possible without ETL but would require significantly more work. These models allow you to set rules for how the balance sheet/cash flow is effected e.g.: if consumables purchase in a given month is $X, increase creditors by $X, pay 10% of invoices this month, 50% next month etc. This template comes with a 20 page document on how to get it going.
Technology One Consultants
The question was raised that has the training for Technology One Consultants been changed to be applicable to only one module, as a user has had frustrating recent experience with different consultants not understanding other modules and struggling to get different modules to integrate. Oliver Jarman (Technology One) stated that it had always been that way, due to the size and complexity of the modules they have trained their consultants to be masters of specific modules, but the feedback is taken and it was acknowledged that an up skilling was required.
Workflow – Outstanding Items
An issue was raised where the systems administrator forwards a workflow request to another user for approval, the original approver still gets warning emails that the request is overdue, despite the other user having approved the item. (e.g.: need to close off month end for expense claims and original approver is on leave, forward to another manager who then
TECHNOLOGY ONE MELBOURNE USER GROUP MEETING
Page 6
approves the item). Jamie Scott acknowledged that this does happen, and as a TechnologyOne consultant frequently had to resolve workflow issues, often related to ‘orphaned’ data such as when a user may go ahead and post a document file or release an order and the workflow task has been by-passed. Scott Goodwin (Yarra Ranges Council) said he had a scored script which runs each night to clean up their workflow each night.
Enforcing Quotations
Lisa Neocleus (Latrobe City Council) asked about other users experience in enforcing quotations in the purchasing module. Steve Irwin (City of Frankston) indicated he had achieved this in the system utilising advanced workflow. The system has inbuilt rules based on the amount, and has requirements on the fields that are required to be filled in on the requisition screen. This however was tricky to build and required the assistance of a Technology One consultant. Aaron Ng (South East Water) indicated they had also set this up with a customised workflow.
BI Rapid
Manny Lygris (Swinburne University) highlighted that he was going to implement BI Rapid shortly. This includes 30 pre-configured dashboards, and can be implemented at low cost with 5 days of consulting. This is designed to be a quick solution to get quick benefit to the organisation. If you are licenced already, the templates are available for free, however you really need a consultant to implement correctly. Manny will provide feedback to the user group once implemented.
John (Victrack) highlighted to the group that BI & ETL is a very powerful tool. Victrack have built everything on a dash board, which has been built to essentially the user’s front end to get into the functions relevant to their role. Once developed it has been very beneficial, however it took a lot of work to get there.
Next Meeting – Jamie Scott (Salvation Army)
The timing of the next meeting was discussed. Meetings are usually every 6 months, however given the rollout of Ci Anywhere and the Technology One Showcase in June, some interest in running a meeting in July was shown. A vote was taken and the majority indicated preference for September.
Jamie asked for volunteers with a Central location to host the meeting, but none were forthcoming, Jamie requested if anyone had an interest in hosting to contact him .
The time of day of the meeting was raised as an issue, particularly for those travelling some distance to the meeting. Jamie resolved a vote would be taken on the website before the next meeting to find a time that suits the majority of user group attendees.
Meeting Closed 2.30pm.

 
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Melbourne User Group Meeting Thu 27th March – Final Agenda and Attendees

Published on March 24, 2014 by in Featured

Hi Everyone

The next Technology One Melbourne User Group Meeting will be held on Thursday 27th March at:
Salvation Army Melbourne Corps
69 Bourke Street
Melbourne Victoria

The agenda for this meeting is as follows

- Meeting Open (Jamie Scott – Salvation Army)
- TechnologyOne Evolve Conference presentation (Oliver Jarman – T1)
- Ci Anywhere Presentation (Oliver Jarman – T1)
- ECM Overview (T1 ECM Product Owner)
- End of period / End of year processing discussion (including Travel Module)
- Purchasing Module and Scanning Solutions discussion
- New users issues / questions (last agenda item of the day)
Below is a list of people planning to attend the meeting, please make sure you’re on the list if coming
and also let us know if you’re on the list but no longer planning to come.

Record your intention to attend this meeting on the earlier LinkedIn Group discussion titled
The next Technology One Melbourne User Group Meeting will be held on Thursday 27th March

Send me an email if you hit any snags with adding agenda items or commenting your intention to attend

Join and make a comment on the Technology One Software Users Group on Linked In . Join Group »

Reply to this email or email me at Jamie.Scott@aus.salvationarmy.org or Jamie_Scott@t1Financials.com.au

Arrive at 10:00am for a 10:30am start, the meeting normally conclude in the early afternoon after lunch.
Name Organisation
Denise DeKeyser ARPANSA
Patrick Dennis Australian Home Care
Mark Paunola Australian Home Care
Aileen Morrison Cardinia Shire Council
Jagath Hathurusinghe City of Bendigo
Jaime Loh City of Stonnington
Anthony Cowan City of Stonnington
Michael Caton City of Wodonga
Glen Watson Epworth HealthCare
Elsie Gong Fair Work Commision
Plus 1 Fair Work Commision
Adrian Cecala Hume City Council
Andrew Yuan Hume City Council
Fausto Volpe Hume City Council
Lisa Neocleus Latrobe City Council
Lucy Smith Melbourne City Council
Leah Jardine Melbourne City Council
David Chan Melbourne City Council
Trevor Allamby Melbourne City Council
Anu Chikarsa Mitchell Shire Council
Christine Beaton Mitchell Shire Council
Michelle Farnsworth Mitchell Shire Council
Angelo Luczek Mitchell Shire Council
Belinda Napoli NEAMI
Joerg Hug Port of Melbourne
Jeff Zhang Royal Flying Doctor Service of Australia
Jenni Ashkar Royal Flying Doctor Service of Australia
Jamie Scott Salvation Army
Aaron Ng South East Water
Emmanuel Lygris Swinburne University of Technology
Jim Hatzistavrou TechnologyOne
Oliver Jarman TechnologyOne
David Stubbings TechnologyOne
Matthew Jenkins Urban Maintenance Systems
Graeme Dunstan Urban Maintenance Systems

Ruth Fletcher VicForests
Sharon Spiteri Victoria Teachers Mutual Bank
Elizabeth Shaw Walter and Eliza Hall Institute of Medical Research
Jenny Waterhouse Warrnambool City Council
Francie Uphill Warrnambool City Council
Shannon Martin Workways Australia Ltd
Kirsten Benton Workways Australia Ltd
Scott Goodwin Yarra Ranges Council
Ishu Gupta YMCA Victoria
Kevin Bone – YMCA
Gary Loetsch Baker IDI
Loong Kok – Moonee Valley City Council
Andrew N – Moonee Valley City Council
Nalinda Pathiranage –AVEA Insurance Ltd
Chantelle Stoll – Milura
Rachael Galle – Milura
Steve Irwin – City of Frankston
Ron Joordens – Master Builders Association
Melissa Sudero – City of Boroondara
Jul J – City of Melbourne
Mirjana Zukan – EPA Victoria
Jon Reithmuller
Nathan Blackbell – City of Wyndham
Noel Jacobs – National Heart Foundation
Penny Hamlett – National Heart Foundation
Rory McLaughlin – Ansvar Insurance
Dean Downing – Energy Safe Victoria
Greg Bowers – Trust for Nature
Lele Zheng – Trust for Nature
Philip Staszczyk – City of Kingson

 
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Melbourne User Group Meeting will be held on Thursday 27th March

Hi Everyone

The next Technology One Melbourne User Group Meeting will be held on Thursday 27th March at:
Salvation Army Melbourne Corps
69 Bourke Street
Melbourne Victoria

This meeting will include a review of the Technology One Evolve Conference and a presentation / discussion on ‘the basics’ including end of period and end of year planning. Invitations are invited from anyone attending Evolve who’d and would like to present a review and any suggestions for topics or presentations are also encouraged.
You’re invited to submit items for the Agenda and to register your intention to attend using one of the following options:
Make a comment on the t1financials.com.au posting regarding this meeting, or
Join and make a comment on the new Technology One Software Users Group on Linked In . Join Group »

Reply to this email or email me at Jamie.Scott@aus.salvationarmy.org or Jamie_Scott@t1Financials.com.au

Arrive at 10:00am for a 10:30am start, the meeting normally conclude in the early afternoon after lunch.

 
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Notes from Sep 26th User Group Meeting

Published on October 3, 2013 by in Featured

UK_User_Group_Meeting_13

The Technology One Software Users Group meeting was held last Thursday. It was a great meeting with informative content and discussion, and there’s been plenty of positive feedback. The Meeting Notes and Performance Benchmarking Survey can be downloaded from the User Groups Forum.

Some users have noticed significantly reduced speed as a result of upgrading to the Consolidation Release 11.09.04.011 and a Technical Configuration forum has been created to provide users with a platform to share information, ideas and questions related to technical configuration and IT Infrastructure issues. The Performance Benchmarking Survey can provide a point of comparison for System Administrators if users report slower than normal performance.

The Meeting Notes also appear below to provide Search functionality across this website:

MEETING OPEN AND USER COMMUNITY UPDATE – JAMIE SCOTT (JS)
The www.t1financials.com.au user community has now been augmented by a LinkedIn TechnologyOne Software Users Group (http://www.linkedin.com/groups?gid=5169388). This is a closed group, but all email addresses on the User Group have been pre-approved. Others may join but need to be approved by an Administrator to reduce spam and inappropriate content. LinkedIn is a professional networking website and the recent improvements made to groups provide a similar interface to Facebook newsfeeds with which many are familiar. Members of the group receive summarized email updates featuring new discussions, comments and content.
The LinkedIn Group is a great way to quickly and easily pose questions and contribute to discussions with the www.tfinancials.com.au community website being the vehicle for feature articles and easy access to attachments.
Jamie demonstrated how to search for content in forums and noted some valuable contributions made by community participant’s including how to locate the current listing of all BSB’s on the internet and a stored script to automatically load, and/or update them. Additional new content on XLOne explaining the use of Selections types to provide a Reporting Calendar and variable Grouping and Listing capabilities has also recently been added. Instructions for using the current date and time in XLOne file and sheet names and other XLOne content has also been recently uploaded.
PERFORMANCE BENCHMARKING SURVEY
The results of the Performance Benchmarking Survey have been collated into a single Excel workbook and this survey will be uploaded to www.t1financials.com.au. Jamie noted the main point of this exercise was simply to provide people with a basic understanding how their system speed compares with others, as well as themselves. Having their own simple performance benchmarks has allowed the Salvation Army AUS to test system speed as part of the upgrade process, and to have a way of measuring if the system under-performing in the event of users complaining the system is slower than usual.
Two clients at the meeting (Milura and WEHI) reported a significant decrease in performance that since upgrading from 11.04 to 11.09.04.011 (the consolidation release). Milura, in particular have invested a lot of time and effort in trying to improve the speed of their system, including engaging TechnologyOne technical consulting services and to remain quite dissatisfied with the performance of 11.09.04.011. Oliver Jarman from TechnologyOne suggested Milura continue to engage with TechnologyOne Technical support staff to resolve the issue.
Glen Watson from Epworth asked if TechnologyOne could participate in the Benchmarking Survey or at least provide some performance benchmarks and Phil Pantano from TechnologyOne agreed to follow this up internally and report back to the group.
JS asked the group if there was anyone who had upgraded to 11.09.04.011 and had not noticed a significant performance decrease and a few people raised their hands. It was suggested that a Forum to allow users to share knowledge on Technical Configuration be created on the website, and has created this forum on http://t1financials.com.au/forums/forum/technical-configuration and uploaded the Performance Benchmark Survey results there.
Note – A Linked Discussion 11.9.4.11 Consolidation release performance relating to users experiences with regard to the speed of the Consolidation Release has subsequently been created on the LinkedIn Technology One Software Users Group
TECHNOLOGY ONE UPDATE
TechnologyOne encouraged everyone to make the effort to attend the Evolve Conference on the Gold Coast next February, 2014. There will be some exciting announcements unveiled at this conference including likely release dates for the Ci Browser versions and mobile device functionality.
CENTRALIZED ALERTS DEMO – TIM FINCH (TF)
Tim gave an informative and entertaining demonstration of the enhanced functionality within the consolidation release (11.09.04.011), helping to manage by exception. Eg Workflow Alerts. Alerts are user definable and the system administrator can control and monitor alerts.
There are a number of key Improvements in Centralised Alerts
• Improved Administration
• Improved Notifications- Threshold based – E-mail or SMS alerts
• Improved Alert development – Tricky previously with XML Files, but now within the application
• Improved Technical Architecture – Definition now in the program, and not a file which can be deleted.
Tim demonstrated how it’s much easier to manage and configure alerts now a front-end console is available and users are no longer forced to wrestle with xml as the only means of configuration. Alerts offer more flexibility than versions including integration with roles and profiles and this version supports alert-locking preventing non-super users from removing or modifying specific alerts they need to be relied upon to see.
The consolidation release is shipped with a Personal Workflow that simplifies the process of moving from the older old Alerts to the new technology, and there is plenty of Alert documentation in existence but Tim was not 100% sure if this documentation has found its way into the software at the moment, and if not will upload to www.t1financials.com.au. The procedural workflow is Alerts Migration Process -> Alerts upgrade Process -> Update Workplaces to use new Alert Portlet -> End migration
The Alert Upgrade process converts the old standard alerts to the new technology and also has a crack at converting any customized alerts you may have developed.
Glen Watson from Epworth queried if there was provision for clients to revert back to the older alert in the event that the upgrade didn’t work as planned. Tim wasn’t aware of any ability to do this but will check; of course you could back up your alert xml files but needs to check if you actually revert to using the old functionality. Once you’ve upgraded your alerts you need to remove your old alerts portlets or better sill save the new function as a non $ version of the old ($TB.ALERTS.POR)
Penny Hamlett from the National Heart Foundation asked whether users were using the SMS functionality and if they were, what infrastructure was needed. She was advised by TF that this functionality required the use of an SMS gateway and that like faxing, there was no preferred SMS gateway.
Penny also raised the fact that instead of using SQL, the centralised alerts functionality should utilise existing data analysers.
What’s New in CPM – Emmanuel Lygris (EL)
Emmanuel Lygris (Manny) from Swinburne delivered a great presentation outlining recent enhancements to the CPM (Corporate Performance Management) suite of software, which encompasses
• XLOne
• Enterprise Budgeting
• Business Intelligence
• BETL (Business Extract Transform Load)
• Publisher
• Performance Planning (Not covered)
The main points were as follows:
XLOne
• Now has multi-select picklists
• Can have values passed to a report via a powertag using a BIVAR sync object
• No longer requires a function per report as a new function $E1.XL.XLONERPT.PRC allows a user to choose which report they want to run
• Now supports Microsoft Office 64 bit
Enterprise Budgeting (EB)
• Now uses latest ciPosting functionality (means all unit and amount fields will disburse)
• View worksheet records to be deleted (Import with Replace and Data Deletion functions)
• Customising background colour of columns will leave protected rows uncoloured by default
• Comments tab on columns (Worksheet type & Budget model maintenance – columns section)
• Can build basic calculations to calculate default values for Standard type worksheet columns
• Can Save To/Load From csv file budget worksheet columns (like ETL warehouses) allowing quick addition of repetitive columns (e.g. JAN, FEB, MAR, …,DEC)
• Budget pack approvals can now be enforced so that an Approver cannot approve/edit a budget pack until it has been submitted to them for approval
Business Intelligence (BI – also affects EB portlets)
• Can now push out to / pull in from a Microsoft Excel workbook(s) formatted grid based data or Excel charts
• Can utilise Excel based formulas, conditional formatting and Excel charts for display on a BI portlet
BETL (Business Extract-Transform-Load)
• Can now save layouts in Warehouse Table Enquiry Function
• New warehouse analyser which means the Table Enquiry type view of data can be extended to XLOne and BI without the need to create a new analyser item (xml file) and add each warehouse table as a selection (similar in concept to the budget worksheets analyser but without a dropdown/picklist for the warehouse table name)

New ETL steps –
- Execute a command line
- Zip/Unzip Files
- Initiate a DP event
- Call a Web Resource
- Load Data from XML
- Build Text / Save Text (in memory text file)
- Load an Email Inbox
- Set Behaviour
Publisher
• Enhancements in Excel Grid to Word table conversion
• Enhanced table functionality including repeat header columns for multi-page tables
What’s coming/Just Arrived
• BI Portlets to have freeze panes (July 2013 BI package – Limited Distribution)
• EB Data Tables (release date unknown)
• Enhancements in Excel Grid to Word table conversion
• Enhanced table functionality including repeat header columns for multi-page tables
• Ability to update system variables / user parameters via ETL (April 2013 ETL package)

Manny is planning to upload his presentation and some related content to www.t1financials.com.au in the coming days. Members of the LinkedIn Technology One Software Users Group will receive an email notification once the files are uploaded.
GENERAL BUSINESS / NEW ITEMS
BETL – BUSINESS, EXTRACT, TRANSFER, LOAD
Elizabeth Shaw from WEHI and Sharon Spiteri from Victorian Teachers Mutual Bank sought clarification on how people are using ETL, and how difficult it is to implement. ETL is used for a wide variety of purposes including importing data from other systems, interfaces, data warehousing/ management, fast queries, web services and other functionality. Manny from Swinburne offered to upload a list of the functions to the t1financials website. BETL and ETL are one and the same thing, the inclusion of Business in the name was intended to communicate more clearly that this ETL tool is aimed at Business Users and not IT Specialists. Jamie spoke of how ETL – Allocations had superseded the old Allocations module and most TechnologyOne Financials users who purchased prior to 2009 will probably have available but may never have used, which was the case at the Salvation Army. ETL – Allocations is a cut-down version of BETL that provides all the functionality previously delivered via the superseded Allocations module. Jamie reported that he’d re-written the old (Classic) Allocations as ETL – Allocations and had found it a much better design, easier-to-use and quicker to run. As the Classic Allocations module has been superseded the question as to when/if it would cease to be supported was raised, and Tim advised there was currently no sunset date on the horizon.
DELEGATION OF WORK FROM ONE USER TO ANOTHER DURING LEAVE
Jagath Hathurusinghe from City of Bendigo asked how people are handling the situation when a user goes on leave and their work needs to be referred to someone else in their absence. This is best handled by using the User Delegation function to direct workflow items to the fill-in person during the period of absence, and also giving that person the same security and workplace access typically by assigning that person the same user profile, or if necessary modifying the delegated to users profile to include access to the same functions and security. This is necessary when the person to whom work is delegated has security or functionality access beyond the person doing the delegating.
ENFORCING RECEIPT DELEGATION LIMITS
A user asked if anyone else was experiencing the situation where people are bypassing their purchasing limit by raising an order for an amount within their delegation limit then receipting for a much greater amount. Tim Finch pointed out this is likely to be due to their being no limit set on the users order receipt financial delegation ($IN_GOODS_REC_FIN_DLG). By applying the same limit here as that applied to their purchasing delegation users will not be able to exceed their $ limit.
USE OF TECHNOLOGYONE SOFTWARE ON TOUCH-SCREEN DEVICES
TechnologyOne is investing a lot of R&D in bringing T1 products to touch-screen devices, their approach is to specifically design the apps to run on tablets and phones. The Ci Browser offering will feature technology which automatically detects the kind of device being used to access the system and the user experience will default to the most appropriate for the device style. E.g. Data is frequently presented in a grid format on a computer screen; however grids do not work well on smart-phones and tablets, so the auto-detection will default the most appropriate displays and views for the user device.
The move to touch-screen technology and the complete re-write of the entire software aims to deliver far superior performance and a more a simpler user interface. More information on this will be revealed at the February 2014 Evolve user conference.
PUSH BUTTON FINANCIAL STATEMENT PRODUCTION
Simon Zhu from Vision Super asked if anyone was actually producing complete financial statements with no intervention directly from the system. A group discussion ensued and it was determined that in order to achieve this you would need to be licensed for Publisher and BETL. Manny from Swinburne is aiming to achieve this in time for next years end-of year but recognizes it will require a great deal of work to actually deliver genuine complete financial statements including tables of contents, footnotes, page numbers etc. The 80/20 rule probably applies where 80% of the Financial statements production could probably be achieved with 20% of the effort.
NEXT MEETING
The User Group thanks TechnologyOne for hosting and sponsoring the meeting, Rory McLaughlin for taking notes during the meeting and Tim Finch and Manny Lygris for their terrific presentations.
The next meeting will be hosted by the Salvation Army in or near the CBD, in late March 2014. The exact date and locations will be advised in due course.

ATTENDEES
Jaime Loh, Financial Accountant, City of Stonnington
Kris Nicholson, Financial Systems Manager, IT, Melbourne Water
Penny Hamlett, National Heart Foundation
Malcolm Pescod | Corporate SME, IT BP Australia
Shannon Martin, Financial & Systems Accountant, Workways
Noel Jacobs, Group Finance Manager at National Heart Foundation
Chantelle Stoll and Christian Purnamo, Milura (2)
Steve Irwin, City of Frankston
Gary Loetsch, Systems Administrator at Baker IDI Heart and Diabetes Institute
Elizabeth Shaw, Walter + Eliza Hall Institute of Medical Research
Lisa Neocleous, Management Accountant, Latrobe City Council
Karen Tuiran – IT, Baw Baw Shire Council
Melissa Sudero, Finance System Administrator, City of Boroondara
Jagath Hathurusinghe, City of Greater Bendigo
Greg Bowers, Chief Finance Officer, Trust for Nature and one colleague (2)
Emmanuel Lygris – Finance Systems Manager at Swinburne University
Janice Coventry, The Walter and Eliza Hall Institute of Medical Research
Amarjit Saini, Management Accounting Coordinator, Financial Services, Wyndham City
Scott Goodwin, Enterprise Systems Consultant, Yarra Ranges Council
Michael Caton, Accountant, City of Wodonga
Jenni Ashkar and Glenn Trigg, Royal Flying Doctor Service, Victoria (2)
Glen Watson, Senior Applications Specialist, Epworth Healthcare
Belinda Napoli, Reporting Analyst, NEAMI National Head Office
Aileen Morrison, Systems Accountant, Cardinia Shire Council
Bob Palin, CFO Centre for Eye Research
Rory McLaughlin, System Administrator, Ansvar
Paul Brumby, Manager Finance, Hepburn Shire Council
Simon Zhu, Financial Accountant, Vision Super
David Harrington, Warrnambool City Council
Sharon Spiteri,Finance Systems Analyst, Victoria Teachers Mutual Bank
Jamie Scott, Finance Systems Manager at Salvation Army AUS
Dean Downing, Systems Accountant, Energy Safe Victoria
Pey Lin Mak, Management Accountant, Energy Safe Victoria
APOLOGIES
Suzanne Harrold. University of Melbourne
Karen Shore, Lower Murray Water

 
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