Frontline Information

Training Events


Friday, August 13th 8am - 4pm
Wednesday, August 18th 8am - 4pm

BOPM Mission Possible Video

Zoom Deep Sessions (obtain link from invite email)

Check Requests 8/19/2021 9am w/Kourtnie Mcbride
Purchasing 8/19/2021 1pm w/Laurie Pruett
Budget Owner Approvals 8/23/2021 11:30am w/Derek Gillard
Purchasing 8/23/2021 1pm w/Laurie Pruett
Purchasing 8/25/2021 9am w/Laurie Pruett
Budget Owner Approvals 8/25/2021 4pm w/Derek Gillard
Purchasing 8/26/2021 10:30am w/Laurie Pruett
Budget Owner Approvals 8/27/2021 9am w/Derek Gillard

Zoom Recordings

Frontline Triage Form

Frontline Official Documentation

PISD Procedures



General


Side Navigation
Dashboards
Simplified Approvals

Purchasing


Request New Vendor
Create Traditional Requisition
Simplified Create Traditional Requisition
Create Blanket Requisition
Simplified Create Blanket Requisition
Create Warehouse Requisition
Simplified Create Warehouse Requisition
Create Punchout Requisitions (Amazon)
Approve Requisition
Search Requisition
Purchase Order Search
Receive Purchase Orders
Simplified Receive Purchase Orders
Requisition Status Explained
Simplified Search for Saved Requisitions

Accounts Payable


Create Check Request
Create Employee Advance/Reimbursement Request
Create Non-Employee Advance/Reimbursement Request
Add New Non-Employee for Reimbursement Form
Create Mileage Reimbursement Request
Create Travel Request/Expense Report
Search AP Processes

Budget

New Account Setup Google Sheet

My Accounts
Budget Change Request (BCR)
Approve Budget Change Request
Accessing 461 Locals in My Accounts

General Ledger


Journal Entry
Import Journal Entry
Import Journal Entry Template
Approve Journal Entry

Cash Collections

Cash Collections Manual for Teachers
Campus Cash Receipts for Bookkeepers/Secretaries
Receipting on New Version Cash Collection Management System
Cash Receipt New Account Code Request Form