UDFS AR/Billing Team

Initial Meeting - November 27, 2001

In Attendance: Angie Beecham

Amy Connell

Bill Fitzpatrick (for Bill Spear)

Jim Green

Katie Hutton

Carol Rylee

Rachel Strickland

Amy Taylor

The initial meeting of the UDFS AR/Billing Team was held November 27. The agenda included a statement of our mission, review of general administrative and housekeeping information and project discussion.

Issues: 1. G/L account number fields in SIS

2. G/L account number fields in LMS

3. G/L account number fields in Cash System

Decisions: None

Tasks: Determine where cash posting process is housed in PS systems.

The team will meet with Lynda Ruggerio on Thursday, December 6 from 10:00-11:30 in the SSB Conference Room to identify our events related to grant and miscellaneous receivables and billing.

The team will meet Thursday, December 20 from 8:30-10:00; location to be determined and announced. After a holiday/start of semester interim, the team will meet on Thursday, January 17 from 8:30-10:00 and anticipate this day and time will be the

bi-weekly meeting time.

Katie Hutton and Bill Spear (Bill Fitzpatrick) need the single user version installed on pc’s in their areas. Angie will look into installing single user version on Billing & Collection’s laptop.

It was suggested that team members unfamiliar with the Chart of Accounts Committee’s Final Report (available on the UDSF web site, under Working Documents), should familiarize themselves with it prior to the December 12 Chart of Accounts Meeting.