Tag: PeopleSoft Financials

Presented at RECONNECT Dive Deep 2021

Session ID: 101720

Jefferson Health is working towards streamlining one of the most critical Accounts Payable Match Exception business processes.

In this presentation, we will share our journey and effort to optimize Match Exceptions. Some of the topics that will be covered but not limited to root causes of common exceptions, Hand-off workflow documents to show how each area is engaged in exception resolution, and some relevant areas. We will present how Jefferson has taken advantage of delivered Match Workbench to assign, track and report on Match Exception rules across our functional teams such as Purchasing, Strategic Sourcing, Receiving, and Accounts Payable.

We will demonstrate how we used Match Exception workbench in Accounts Payable WorkCentre to Assign Match Exception to the concerned functional team among the 4 teams.

  • Quest Customer Learning Team
  • Recordings & Presentations
  • 10/25/21

Presented at RECONNECT Dive Deep 2021

Session ID: 101010

Have you heard of Kibana, the new reporting capability that complements your current reporting strategy for your Financial user community? Come and see how you can leverage the delivered GL operational analytics to gain actionable insights in resources management and cost reduction. Come and share the reporting needs that you can roll out to your organization. And take away with how you can dazzle your users with powerful visualizations and build your analytics.

  • Quest Customer Learning Team
  • Recordings & Presentations
  • 10/25/21

Presented at RECONNECT Dive Deep 2021

Session ID: 100770

Hays Specialist Recruitment have been using PeopleSoft for 12 years and during that time have developed and deployed numerous system automation solutions. However, there was still a large number of processes that involved manual, rules based human workflows...could RPA be the next layer of automation? This presentation will share the Hays RPA journey, showcasing the methodology adopted, talk about the POCs that have been developed and how these have enabled a transformational approach to RPA. The session will talk about use cases in Finance in areas such as Time Entry, Cash Allocation and Billing as well as HCM core processes such as onboarding. Hays will share what has worked well and also highlight what PeopleSoft teams need to cater for to ensure the initiative is a success.

Presented at RECONNECT Dive Deep 2021

Session ID: 100990

Accounts Receivables is often the largest asset on a company’s balance sheet and critical to its financial health.  Collectors make lot of effort to collect the outstanding payments. PeopleSoft supports faster collections through varied payment methods such credit cards, direct debit, eCheck, pay pal for customers to choose from. Customers have asked for greater flexibility in the collections process. PeopleSoft Accounts Receivable has extemded the collection process by providing for payment plans that allows customers’ customers to make outstanding payments in installments. With this capability, collectors can negotiate payment plans and speed up the collection process to align to corporate collection policies. This session will showcase the new capability through the flows of Accounts Receivable.

  • Quest Customer Learning Team
  • Recordings & Presentations
  • 10/25/21

Presented at RECONNECT Dive Deep 2021

Session ID: 100910

Learn how PeopleSoft Lease Administration can help your institution adapt to business process and accounting changes.  This session will highlight features intended to address a variety of use cases. Learn how delivered and planned features can help your organization manage leases effectively, simplify the lease data process and understand what benefits can be derived from an upgrade or implementation of the latest Lease Administration capabilities.

  • Quest Customer Learning Team
  • Recordings & Presentations
  • 10/25/21

Presented at RECONNECT Dive Deep 2021

Session ID: 101880

These are unprecedented times for accounts payable departments. Established processes and procedures have been turned upside down. As staff continue to work from home, and the recession continues, finding new ways of working and delivering value to the enterprise will be key to navigating the challenges that lie ahead.  Join us to learn the biggest trends that accounts payable leaders will face in the new business environments, and the steps they should take to address them.

  • Quest Customer Learning Team
  • Recordings & Presentations
  • 10/25/21

Presented at RECONNECT Dive Deep 2021

Session ID: 100900

Learn what PeopleSoft Asset Management can do for your organization. This session will highlight functionality often overlooked as organizations adapt to change. We'll share information that will allow you to learn how delivered and planned features can help your organization accelerate the asset management business process. We'll highlight features that may help reduce customization and business process workarounds. We will provide valuable information that hopefully will provide you with the business case for an upgrade or implementation to the latest version of Asset Management.

Presented at RECONNECT Dive Deep 2021

Session ID: 101340

Join this open roundtable discussion to learn about what FSCM features and functionality that other users are leveraging! Come share how you and your organization are currently utilizing FSCM features and functionality or what you’re looking forward to implementing in the future.

Presented at RECONNECT Dive Deep 2021

Session ID: 100810

Simplify administering Bank Reconciliation, including:
-Creating Recon Rules,
-Updating Code Mapping,
-Map Definitions, and
-Bank Statement Accounting

  • Quest Customer Learning Team
  • Recordings & Presentations
  • 10/25/21

Presented at RECONNECT Dive Deep 2021

Session ID: 101300

Organizations are under constant pressure to reduce operational cost and continually increase staff’s productivity. Customers need to support their organization goals and the needs of their customers. Attend this session to hear how you can leverage the PeopleSoft Forms and Approval builder to have customer invoices your way. Come and learn how you can make invoice entry your simple way and move that data into PeopleSoft Billing easily.

  • Quest Customer Learning Team
  • Recordings & Presentations
  • 10/25/21