Resources

The Resource page contains various PowerPoint presentations and other documentation created and presented throughout the many phases of the project. Original design documents to the recent leadership meeting presentations are housed here.

General Ledger Change Impacts

Change Impact PowerPoint presentation during March/April 2018 

  • Eliminates manual routing
  • Eliminates over 400,000 approvals
  • Eliminates re-keying of over 40,000 forms

Four Questions Data Can Answer presentation outlined how the new account mapping can help answer common questions. This presentation was facilitated at the Treasurer’s Forum and other leadership meetings starting in February 2018. 

  1. What units/activities are responsible for end of year balance?
  2. Are revenue-generating operations covering their expenses?
  3. What portion of travel expenses are funded by the department?
  4. What portion of gift revenue is unrestricted?

Signature delegation or fiscal approver changes were presented at various leadership gatherings – including the Treasurer’s forum, DFA meetings and other leadership meetings

  • Transactions $1,000 or greater require fiscal approval
  • Post-audit reviews and compliance validations are in place
  • Electronic workflow eliminates any manual routing of paper for approval

Finance Fundamentals

  • Future Finance Structure outlines campus, segments, business areas, cost centers and accounts (internal orders or WBS elements)
    • Presentation was used early January, 2018 to introduce new definitions.
  • Finance Fundamentals – The slides were used during Transform Purdue Showcases, summer of 2017
  • A Dashboard and other reporting were also reviewed at the April 2018 Department Head Meeting.
  • The original Design documents outlining current and to-be processes are housed on the accessible SharePoint site. The design documents are organized by the following workshops:
    • Accounts Payable
    • Accounts Receivable
    • Asset Accounting
    • Controlling
    • Funds Management
    • General Ledger
    • Grants Management
    • Treasury

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