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Employee resources
Training and resources for King County employees and partner agencies and districts related to finance topics
General Ledger (GL) Education
Offered every other month
Key topics include:
- Purpose of Funds and Fund Category
- Basics of Governmental Fund Accounting
- EBS GL Structure and Controls
Who will benefit:
- New hires in the following class series: Finance Manager, Business and Finance Officer, Accountant, Accounting Technician, and Fiscal Specialist
- Anyone needing a refresher or introduction to governmental accounting
Recommended training prior to this class: Intro to General Ledger (e-Learning)lock
Offered twice a year
Key topics include:
- Measurement Focus and Basis of Accounting
- Classification of GL Transactions
Who will benefit:
- Finance Manager, Business and Finance Officer, Accountant, and Accounting Technician
- Anyone needing a refresher or introduction to governmental accounting
Recommended prior to this class: Fund Accounting 101
Offered twice a year
Format: Hybrid (both in person and Teams taught simultaneously)
Key topics:
- What are leases?
- What should I do when my agency enters into or amends a lease?
- Why is cloud computing considered a software lease?
Who will benefit:
- Anyone that works with leases or software subscriptions at an agency, whether as a procurement professional or as an accountant
Offered monthly
This course covers the basic information needed to approve General Ledger (GL) Journal entries. Learn how the Approval Management Engine drives the automated approval process. Review some of the challenges you may encounter and the supporting reports that will assist you.
Who will benefit:
- Anyone responsible for approving General Ledger Journal entries
Projects and Grants Education
Offered monthly
This course provides a working knowledge of the basic functions within Projects and Grants. The curriculum covers the information needed to set up and maintain projects and awards and is required for access to the Projects and Grants module.
Who will benefit:
- BFOs, Project/Program Managers, Finance Managers and anyone who would like to understand each component of the POETA (Project, Organization, Expenditure Type, Task, Award)
Offered monthly
This class begins with an overview of Projects and Grants expenditures. We then discuss each type of smart spreadsheet and the process steps needed to successfully upload each file. Internal Controls governing this tool will be included. A review of the PA Smart Spreadsheet User Guide and Troubleshooting Guide will also highlight the tools and resources available to assist users with the process.
Who will benefit:
- BFOs, Project/Program Managers, Finance Managers, and anyone who needs to enter/adjust expenditure transactions in Oracle EBS Projects/Grants
Offered quarterly
This course covers all of the operational functions that are needed to complete billing in the Projects and Grants module. This includes creating invoice and revenue events, managing invoices, making corrections and understanding the associated revenue and invoice accounting. Also included are how to obtain paper invoices for cost based billing and how to troubleshoot common billing problems.
This class also covers monitoring invoice status, how to troubleshoot problems with invoices, how to monitor aging, and how to reconcile revenue/invoice control accounts.
Who will benefit:
- BFOs, Accountants, or anyone else who completes grant billing and monitors receivables
Grants Compliance Education
This workshop series will provide specific courses to understand Schedule of Expenditures of Federal Awards (SEFA) and Schedule of Expenditures of State Financial Assistance (SESFA) reporting requirements, tools and reconciliation processes, and year end procedures. Workshops will provide information and resources to understand the elements of reporting, how to prepare the report, and the processes to ensure accurate and complete reflection of federal and state grant expenditures for the fiscal year. Workshops are one to two hours, depending on content.
FY24 SEFA Workshop: Reporting Requirements
To Be Determined
FY24 SEFA and SESFA Workshop: Tools and Reconciliation Processes
To Be Determined
FY24 SEFA Workshop: CLFR Considerations
To Be Determined
FY24 SESFA Workshop: Reporting Requirements
To Be Determined
Offered throughout the year
Understanding and applying federal regulations and related compliance requirements can be complicated. This workshop series covers a variety of topics related to cost, administrative, and audit requirements for federal grant funded programs and projects. Workshops are typically one to two hours in length, depending on the topic.
Who will benefit:
- Program and Finance personnel who administer and/or report on federal and state grants
August Course: BI Insights - Recon Tools
September Course: 2024 Uniform Guidance Updates
October Course: CLFR Admin and Closeout
November Course: Award Monitoring
December Course: Grant Funded Assets
Offered on demand
This course will develop understanding of the Federal Funding Accountability and Transparency Act (FFATA) requirements for federal grants and contracts, as well as how to use the FFATA Subaward Reporting System (FSRS).
Who will benefit:
- Program and Finance personnel who administer and/or report on federal and state grants
Offered every month
Foundation training on setup and management of Federal and State grants. This course will cover understanding grant award documents, how to establish an award in Oracle, management of installments, funding, budgets, and closeout considerations.
Who will benefit:
- Finance and Program personnel who manage and/or report on federal or state grants
Year End Education
Offered multiple dates in November and December
Learn what's new for year end accruals and adjustments. Financial Accounting will provide guidance regarding when accruals are appropriate and when other reporting options should be used. The basics of accruals in Projects/Grants and General Ledger will be reviewed and we will discuss when and under what circumstances financial transactions should be corrected before year end.
Who will benefit:
- BFOs, Finance Managers and anyone else responsible for entering accruals in Oracle EBS at year end
Offered November, December, January or scheduled as needed
This class instructs users on how to use the BI Insights PA to GL Reconciliation Dashboard developed to automate the PA to GL expense reconciliation. This class teaches users how to use this tool to complete this mandatory fund reconciliation between PA and GL. For additional training dates that are not in NEOGOV, create a Cherwell ticket requesting access to the PA to GL Reconciliation Dashboard. You will be contacted for individual training.
Who will benefit:
- Finance Managers, BFOs, or Accountants responsible for fund reconciliation
Offered multiple dates in November and December
Timing is everything! Learn how to manage payments, accruals and event/cost based billing during the month of January when two financial periods are open.
Who will benefit:
- Anyone using the Projects/Grants module for billing/revenue and accruals for grants or contracts
