April 2024 | News from the IFS Training Committee

Reversing Vouchers

There is no reverse entry in vouchers. Entries processed in vouchers and not brought into a warrant batch can be deleted in the A/P Voucher step between vouchers and warrants. If a voucher entry has been brought into a warrant batch, the batch can be deleted, and entries will go back into the A/P voucher step as long as the warrant batch is not processed. Be careful when deleting in the A/P Voucher option as that displays all processed vouchers, not just the user working in the option.

Disbursement Inquiry and Query by Name

If only a portion of the vendor name is known, type in known information followed by an asterisk. A listing will appear with all vendors meeting the queried information. The asterisk can be used the same way when querying a payer name in the receipt detail inquiry.

Batch Entry Keyboard Shortcuts

Simplify data entry with shortcuts on the number pad!

/ (slash/stroke key) Filter any part of the vendor/account number that has been entered

*(asterisk key) Duplicate the previous entry for that field, avoiding typing it all over again!

+ (plus sign key) Switch between fields quickly and easily

Enter (enter key) Submit the entry so you can start on the next thing!

Quick Tip!

When entering account numbers in IFS, dashes don’t need to be typed and a period can be used to replace zeroes. You can eliminate the dashes and save a few keystrokes!

Resources

Training is available on-demand through IFSGolden.com and the TriMin Customer Portal!

Have ideas for future training topics you’d like to see? Send a message to emily@mnccc.gov!

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Stay tuned for our next edition where we’ll cover Creating a Positive Pay File in IFS and Check Reconciliation!