| FIN 106 |
Modifying Existing Vendors |
Leesha McIntire |
This course will discuss the processes of searching and verifying current existing vendors on the Vendor Customer Table. Users will learn how to update a vendor's legal name, address, and reactivate discontinued vendors using the Vendor Customer Modification (VCM) transaction.. An overview of all required supporting documentation and best practices will be discussed. |
| FIN 105 |
Scheduling Reports |
Leesha McIntire |
This course is designed for users that have experience in the Business Intelligence application. Financial users will learn how to schedule a Business Intelligence report to run on a recurring basis or triggered by system events. A prerequisite of FIN 104 is required. |
| PAY 301 |
Final Payouts |
Wendy Croissant |
This course is for payroll specialists who will be using the State of Wyoming's payroll system on a daily or regular basis. After completing this course, users will understand the basics of calculating a final payout for an employee. This course will go over examples for salaried and hourly employees. |
| ACT 300 |
GASB 96, Subscription-Based Information Technology Arrangements (SBITAs) |
SAO Accounting Division |
GASB 96, Subscription-Based Information Technology Arrangements (SBITAs)
This training session focuses on the Governmental Accounting Standards Board (GASB) Standard 96, Subscription-Based Information Technology Arrangements (SBITAs). This GASB was implemented in FY2023 and requires extensive agency involvement for each subsequent fiscal year. The goal of this training is to provide agencies with the knowledge and tools necessary to accurately and completely report on GASB 96. This training is for all CFOs and SBITA contacts who are required to report SBITA information to SAO. This training will cover what is a SBITA, how to calculate the asset and liability values of a SBITA, how to report changes to a SBITA in subsequent years, how it affects the financial statements, the quarterly and annual reporting requirements, and the recommended internal review process. |
| FIN 210 |
Paying Encumbrances |
Leesha McIntire |
This class teaches participants how to successfully reference encumbrance transactions with a payment
transaction in Advantage 4. Users will build GAX, IET, and PRC payments that reference encumbrances.
Further, users will learn special tips on fixing payments that didn't reference an encumbrance, but
should have. |
| FIN 204 |
Stop Payments, Final Discards, and Reissuing Checks |
Leesha McIntire |
This class will explore the need for discarding, cancelling, or stopping payment in the Wyoming Online Financial System (WOLFS) and teach participants how to manage the obstacles that arise after the expenditure is completed. Users will learn the process of cancelling a check after it has been issued, reissuing a check that may be lost, the proper procedure for reissuing a check that has been cashed, and how to prevent an erroneous payment from dispensing if it has already been approved in the worklist. |
| FIN 201 |
Procurement Transactions |
Leesha McIntire |
This class is designed to help a state fiscal employee through the process of creating an RQS or RQN, and turning that into an encumbrance via the SHOP page in Advantage 4. This class assumes you already know the requirements of the state for successfully getting approval from the AG's office, ETS, and A&I Procurement Division and will focus only on the process of creating requisitions once the accountant is ready to enter the requisition. |
| FIN 203 |
Refunds and Revenues |
Leesha McIntire |
This class will examine the difference between processing a refund and a revenue via a CR document. Users will learn how to process each transaction in the Wyoming Online Financial System (WOLFS) for each event, and how to correct any mistakes made on previous CR documents through a RM or a GEM document. |
| PAY 201 |
Payroll Business Intelligence |
Wendy Croissant |
This course will aid payroll specialists in navigation of the new InfoAdvantage, Business Intelligence (BI). Attendees will learn about available statewide payroll reports and how to run and schedule these reports. The training will provide information about how to utilize common payroll reports to support ongoing agency payroll processes. Upon completion of this course, payroll specialists will gain confidence and knowledge in navigating Business Intelligence and be able to easily run and understand payroll reports. |
| FIN 300 |
Do This, Not That: Modifications, Cancellations, and Corrections |
Leesha McIntire |
This class will teach participants how to appropriately use the Wyoming Online Financial System (WOLFS) to complete corrections on posted expenditures. Users will learn when to modify, when to cancel, and when to correct with a GEM. Additionally, users will be supplied with a "Do This, Not That" flowchart to help them decide when and how to correct an expenditure. |
| ACT 200 |
Schedule of Expenditures of Federal Awards (SEFAs) |
SAO Accounting Staff |
This training session will focus on completing a Schedule of Expenditures of Federal Awards (SEFAs). Attendees will learn about the roles and responsibilities of the State Auditor's Office, agencies and the external auditors in generating, reviewing and auditing SEFAs. Instructors will provide SEFA tips and tricks and review common pitfalls. Upon completion of this training, participants will be able to successfully complete a quarterly SEFA. After the training, attendees will be able to complete and reconcile their quarterly SEFAs and better understand external audit timelines associated with SEFAs.
*This class provides time for questions and/or hands-on technical assistance. |
| FIN 302 |
Fixed Assets |
SAO Accounting Staff |
This training session will focus on understanding and recording fixed assets. Upon completion of this training, participants will be able to understand the lifecycle of a fixed asset. After the training attendees will be able to successfully complete a fixed asset acquisition (FA) and fixed asset disposal (FD) document within the Wyoming Online Financial System (WOLFS). |
| ACT 101 |
Introduction to Navigating Budgets in WOLFS |
SAO Accounting Staff |
This training session will focus on a basic understanding of managing your agency budget and completing budget documents within WOLFS. Additionally, the training will include how to run and navigate budget reports within infoAdvantage. After training, attendees will be able to specifically understand the relationships between the following budget structures: legal appropriation (Budget Structure 110), department expense budget (Budget Structure 120), and department revenue budget (Budget Structure 121). Participants will be able to successfully complete, view and modify expense budget documents (BGA120) and revenue budget documents (BGR121) within WOLFS. |
| FIN 104 |
Navigating Business Intelligence |
Leesha McIntire |
This course is designed for new users with no experience navigating Business Intelligence. This class will lead users through the data system and teach users the basics of saving reports to favorites, finding report folders, and running one simple report. |
| FIN 102 |
General Accounting Expenditures (GAXs) |
Leesha McIntire |
This course will focus on processing expenditures using the General Accounting Expenditure (GAX) transaction in Advantage 4. Attendees will review information from the Financial User Guide and view information in various pages and tables in Advantage 4. The course will include instruction about how to recall submitted transactions, look up pending payments, and help a vendor with a lost check. After completing this course, participants will be able to create, modify and complete a basic accounting transaction. |
| PAY 300 |
Payroll Offboarding |
Wendy Croissant |
This course is for payroll specialists who will be using the State of Wyoming's payroll system on a daily or regular basis. After completing this class, users will understand the basics of offboarding employees in the ADV4 payroll system. Attendees will acquire the skills necessary to process the termination of employees within the ADV4 system. This course is also available on-demand and is located in the Payroll Training Library (https://training.sao.wyo.gov/payroll/) or in NeoGov LEARN. |
| FIN 303 |
Write-Off Training |
SAO Accounting Staff |
This training session will focus on the process for handling non sufficient funds (NSF) REs (accounts receivable) documents in WOLFS. Upon completion of this training, participants will be able to successfully reference an accounts receivable document (RE) on a CR (cash receipt) or write-off (WO) document. After the training, attendees will be able to properly account for a non sufficient funds. |
| FIN 103 |
Travel Reimbursements |
SAO Accounting Staff |
This training session will focus on travel reimbursements, including a review of the required forms necessary to request reimbursement. Upon completion of this training, participants will understand State of Wyoming travel reimbursement requirements. After the training, attendees will be able to successfully complete their travel reimbursement forms or assist others in their agency with travel reimbursements. |
| PAY 200 |
Payroll Onboarding |
Wendy Croissant |
This course is for payroll specialists who will be using the State of Wyoming's payroll system on a daily or regular basis. After completing this class, users will understand the basics of onboarding employees in the ADV4 payroll system. Attendees will acquire the skills necessary to process the hiring, rehiring, and transferring of employees within the ADV4 system. This course is also available on-demand and is located in the Payroll Training Library (https://training.sao.wyo.gov/payroll/) or in NeoGov LEARN. |
| ACT 100 |
Object and Sub-Object Expenditure Coding |
SAO Accounting Staff |
Ever wonder which object/sub-object combination you should use for a particular payment? This class will provide an overview of the State of Wyoming's expenditure coding, also known as the object/sub-object list. The class will provide specific information on updates made to the 0200 and 0900 series (after 2019). Upon completion of this course, participants will gain a better understanding of how to code expenditure transactions within Wyoming's Online Financial System (WOLFS) and the proper use of sub-object codes. |
| FIN 101 |
Creating Vendors |
Leesha McIntire |
This course will teach users the basic principles of vendor management, including searching vendors in the application and creating new vendors with a Vendor Customer Creation (VCC) transaction. An overview of all required supporting documentation and best practices will be discussed. |
| FIN 202 |
Internal Exchange Transactions (IETs) |
SAO Accounting Staff |
This training session will focus on internal exchange transactions (lETs). Upon completion of this training, participants will be able to successfully choose the correct event types for their lET transactions. After the training, attendees will be able to specifically differentiate between IP2s, IP3s, and IP5s. The first hour of the class will be a traditional lecture. For the last half of the class, please bring with you any invoices you need to pay using an lET and our staff will provide one-on-one assistance. |
| ACT 201 |
Advanced WOLFS Budget and Reversions |
SAO Accounting Staff |
This class will cover advanced budget topics including: reversions, appropriate revenue source coding, end date extension, and unit requests. Upon completion of this class, participants will be able to successfully complete quarterly reversions, identify the correct revenue class for a revenue source code, navigate budget reports within infoAdvantage, and complete complicated BGA120 and BGR121 documents. |