Entries by Helen Freese

Where do I stand with My Budget? Lessons from KCTCS

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their budget reporting process. These improvements included the development and distribution of a weekly report for those responsible for the budget. Utilizing Connected Query and BI Publisher, we have developed several reports to support budget users in managing […]

Homemade Budget Development: Creating a Customized Budget Module at KCTCS

I have been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their annual budget planning process. These improvements include the development of a custom budget module within PeopleSoft Financials. With the upgrade to PeopleSoft Financials 9.2 and PeopleTools 8.53, we continue to improve upon the budget planning process—now is in […]

Before, During, and After the Upgrade to PeopleSoft Financials 9.2: What We Learned at KCTCS

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on their PeopleSoft Financials upgrade from 9.1 to 9.2. This upgrade brought a great many new features which KCTCS wanted to take advantage of immediately. With the upgrade to PeopleSoft Financials 9.2, KCTCS was able to eliminate several customizations and improve […]

Implementing GL Journal Workflow at KCTCS

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their journal entry process. These improvements include streamlining their entry process and reducing redundancy. With the upgrade to PeopleSoft Financials 9.1, we were able to streamline the entry of journals by utilizing several of the new delivered functionality. […]

Automating Recurring Payments: Streamlining Procure-to-Pay and Reducing Redundancy at KCTCS

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their Procure-to-Pay process. These improvements include streamlining their procurement process and reducing redundancy. With the upgrade to PeopleSoft Financials 9.1, we were able to streamline recurring payments by utilizing some of the new delivered functionality along with existing […]

Simplifying your Procurement Year-End Processing

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their Procure-to-Pay process. These improvements include streamlining their procurement process and improve efficiencies. With the upgrade to PeopleSoft Financials 9.1, we were able to streamline the year-end processing, especially the year-end accruals for both purchasing and payables. 

Reporting Vendor Diversity Information

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on their Supplier Diversity Initiative. Our overall goal is to ensure that KCTCS meets their 2010-2016 Strategic Plan goals to “reflect the diversity of the students and employees of our 16 colleges and the citizens of the Commonwealth of Kentucky”. The […]

Decentralizing Your Accounts Payable

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their Procure-to-Pay process. These improvements include streamlining their procurement process and reducing redundancy. With the upgrade to PeopleSoft Financials 9.1, we were able to streamline the entry of invoices by utilizing several of the new delivered functionality. This […]

Ushering In a New Era of Procure-to-Pay Efficiency

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their Procure-to-Pay process. These improvements ensure requisitions are sourced to purchase orders, purchase orders are dispatched, and invoices are vouchered without delay and with greater efficiency. Utilizing Connected Query and XML Publisher, we have developed several reports to […]