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Using an Activity Guide to Simplify the Year End Closing Process

100600 Presented at COLLABORATE 19

Learn how Kentucky Community and Technical College System (KCTCS) took its manual fiscal year end task list spreadsheet and converted it to an Activity Guide for managing the progress and tasks associated with PO Rollover, Receipt Accruals, and Expense Accruals.  KCTCS previously used an email chain to track and manage the completion of each of the tasks associated with the Procure-to-Pay fiscal year end process.  We decided to convert our process to an Activity Guide, which allowed the automation of tracking each task as they were completed.

Sheila Miller, Kentucky Community and Technical College System

Using an Activity Guide to Simplify the Year End Closing Process