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Online Module: Account Summary Report Options
 In last month's training feature we discussed how the Online Management Module can deliver grant accounting reports directly to investigators - in standard summary and detailed formats. In this article, we discuss four versions of the initial summary report provided for each grant. The account summary report options provide different expense category roll up and grouping options, allow for the display or suppression of indirect or F&A costs, and include a P&L statement for version managing income. To learn more about how to tailor the Online Management Module to meet your specific needs, Click Here. |
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Financial Administrator: Let Us Do The Work For You
 Are you short-staffed or falling behind on your monthly reconciliations? We now offer accounting, reconciliation, and consulting services to better meet your business needs. This can be done on a short term basis or on a long term basis as needed. You provide us the files, and we can do the work for you. Since we are already experts in the IT Works software you save valuable training time. Please contact us if you are interested in discussing Financial Administrator. |
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Time to Upgrade: Getting the Most from IT Works
 In an effort to keep Department Manager, College Administrator, and Research Administrator software running at its peak performance, we suggest users upgrade every 3 - 4 months. Many new features are added each month make your daily routine a little easier.
Some new features include:
- Merger of Staff Ranks and Titles
- Transaction and Campus Date Load Options in the Accounting Module
- Enhancements to Compliance reporting and tracking in the Grant Module
- Multiple New Report Formats
New upgrade instructions are available when you log into the Client page what will help upgrades run more smoothly. You may also contact our Implementation Support Team at 919-232-5332 Ext 223 from 8:30am - 5pm Eastern Monday-Friday for any assistance. Please keep in mind that all SQL Server clients have to schedule the upgrade with one of our technical specialists.
The upgrades are included as part of your maintenance. Please schedule your upgrade as soon as possible so you can utilize all the latest features in the software.
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