How to Research Transactions (PO History, 100 reports)
Join the BIE School Operations Division Finance Team for a series of virtual lunchtime trainings on best practices for school financial professionals. Topics are wide-ranging, from inventory logs and submitting UDO certifications to year-end memos and researching transactions. These sessions will take place on Thursdays from July 2026 through April 2027.
Session
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Session 1
Virtual
S4 Hana ToolsDateThursday, July 9, 2026Time10:00am - 11:00am Mountain Daylight Time -
Session 2
Virtual
1806 SpreadsheetReplacing SF-1034, School Board payments, Work Study Payments
DateThursday, August 13, 2026Time10:00am - 11:00am Mountain Daylight Time -
Session 3
Virtual
Year EndClosing fiscal year 2025-2026
Email cordella.begay@bie.edu for link.DateThursday, August 27, 2026Time10:00am - 11:00am Mountain Daylight Time -
Session 4
Virtual
RequisitionerPaper PRs and Encoding into S4 Hana
Email cordella.begay@bie.edu for link.DateThursday, September 3, 2026Time10:00am - 11:00am Mountain Daylight Time -
Session 5
Virtual
SUP/CFA ApprovalPR Approvals in S4 Hana
Email cordella.begay@bie.edu for link.DateThursday, September 17, 2026Time10:00am - 11:00am Mountain Daylight Time -
Session 6
Virtual
UPC CodesLooking up UPCs, ITAAP, IGE, & Pre-Acq Checklist, Supporting Documents
Email cordella.begay@bie.edu for link.DateThursday, October 1, 2026Time10:00am - 11:00am Mountain Daylight Time -
Session 7
Virtual
UDO CertificationHow to submit your UDO Certification
Email cordella.begay@bie.edu for link.DateThursday, October 15, 2026Time10:00am - 11:00am Mountain Daylight Time -
Session 8
Virtual
ReportsReading Reports, Analyzing Pivots, Sending in-box reports
Email cordella.begay@bie.edu for link.DateThursday, October 29, 2026Time10:00am - 11:00am Mountain Daylight Time -
Session 9
Virtual
S4 HanaLine-by-Line, CC Reallocations, Travel Invoices, Fleet Reallocations
Email cordella.begay@bie.edu for link.DateThursday, November 5, 2026Time10:00am - 11:00am Mountain Daylight Time -
Session 10
Virtual
Purchase RequestRefresher
Email cordella.begay@bie.edu for link.DateThursday, November 12, 2026Time10:00am - 11:00am Mountain Daylight Time -
Session 11
Virtual
LaborQuickTime, Mass Uploads, Labor Correction Window
Email cordella.begay@bie.edu for link.DateThursday, November 19, 2026Time10:00am - 11:00am Mountain Daylight Time -
Session 12
Virtual
Gifts & Donations/Student BanksReconciliations & Ledgers
Email cordella.begay@bie.edu for link.DateThursday, December 3, 2026Time10:00am - 11:00am Mountain Daylight Time -
Session 13
Virtual
Web BudgetAnnual refresher
Email cordella.begay@bie.edu for link.DateThursday, December 10, 2026Time10:00am - 11:00am Mountain Daylight Time -
Session 14
Virtual
InvoicesGR/SES, Prompt Pay Act
Email cordella.begay@bie.edu for link.DateThursday, January 14, 2027Time10:00am - 11:00am Mountain Daylight Time -
Session 15
Virtual
Spending RatesProjections to close the fiscal year
Email cordella.begay@bie.edu for link.DateThursday, January 28, 2027Time10:00am - 11:00am Mountain Daylight Time -
Session 16
Virtual
Food ReimbursementsSchedule of Collections, Report
Email cordella.begay@bie.edu for link.DateThursday, February 4, 2027Time10:00am - 11:00am Mountain Daylight Time -
Session 17
Virtual
Non-Sensitive Property InventoryInventory Logs for Non-Sensitive Property, DI-105
Email cordella.begay@bie.edu for link.DateThursday, February 18, 2027Time10:00am - 11:00am Mountain Daylight Time -
Session 18
Virtual
DI-120 Review and EncodingS4 Hana entries/Fleet Adjustments
Email cordella.begay@bie.edu for link.DateThursday, March 4, 2027Time10:00am - 11:00am Mountain Daylight Time -
Session 19
Virtual
Management of Carry-Over FundsReview policy and deadline 3/31
Email cordella.begay@bie.edu for link.DateThursday, March 18, 2027Time10:00am - 11:00am Mountain Daylight Time -
Session 20
Virtual
PALT memo & PR formPALT memo dates and Thorough Review of the Blue PR Form
Email cordella.begay@bie.edu for link.DateThursday, April 1, 2027Time10:00am - 11:00am Mountain Daylight Time