Transcript fingate.stanford.edu

Feeder Best Practices
Concept
Practical Application
Ensuring all transactions are posted to a valid PTA
(account) will increase the efficiency in processing
feeders
A force PTA should be assigned to each feeder to ensure
each transaction is posted to a valid account and all
transactions are posted prior to month end close
Accountability increases the likelihood invalid lines
posted to a force PTA will be cleared in a timely manner
Responsibility (and authority) for ensuring the force PTA
account is reconciled and cleared in a timely manner
should be assigned to one person
Identifying all errors on the first upload of a feeder file
will increase the efficiency in processing feeders
Click on the Excel icon to view invalid lines. The
spreadsheet will list all invalid lines; not just the first 25
lines as shown in the display.
Sending accurate and appropriate authorization will
ensure feeders are processed in a timely manner.
All email authorization communications for feeders
should be include the feeder ID, iJournal number, and
file total.
Send to [email protected] This
ensures the feeders will be processed, regardless of
assignment changes, illness, or vacation.
Request assistance in a timely manner to resolve
problems.
Contact the FIS department if you are having problems.
Problems include: there’s no error message when you
click on the “INVALID” link. There is an error; it’s just
not being displayed.
The feeder file displays “Processing” status for over 30
minutes and the file is under 1,000 lines
Updated May 19, 2010
Feeder Best Practices (continued)
Concept
Practical Application
Contingency planning
Designate at least two (three is better!) feeder owners
to provide backup. Periodically, have another owner
create & upload the file to stay current on procedures.
Training
Feeder training is available from FIRS as individual inperson or phone support. New owners are
encouraged to ask questions and practice skills in a
test environment.
Updated May 19, 2010