2024 SNUG K-12 National Conference

We have/and are in the process of moving all our ELF forms to PDF!

1. W2s ✅

2. 1099s ✅

3. AP Checks ✅

4. EFT/Checks ✅

5. POs ☑️ (going live now)

6. Process of editing signatures and updating logos at Clay.

This is a high level overview of what we have learned along the way, mistakes you can avoid and best practices we have learned.

This session will cover the basics of setup, input and reporting of budgeting in BusinessPlus.

SI - Stores processes-setup and PO-Receiving
FA - Classes & coded values - as well as depreciation

We will go through the processes and screens for stores inventory setup, reports to help your
purchasing department know what is needed to get inventory back to the min/max you have setup.

You see the processes for setting up FA classes and coded values as well as even updating the
depreciation templates, and you will also see how the values are used in the fixed asset information
screen.

Position Control, and Allocation/Budgeting of Our Most Valuable Asset, our staff