2021 Annual User Group Meeting

     Welcome and introductions to open the 34^th Annual PCS User Group Meeting.

This session will focus on the past and present. The “Year in Review” will go over the major changes and enhancements made to Insight since last year’s user’s conference. One example is that a Power Search feature has been added to some Insight modules. Another example is the ability to “import” the federal income tax withholding tables rather than manually updating them each year. More details will be shown in the next session. The “present” part of the session will go over two new features being added in April and May. One is a new workflow module called “Employee Request Changes” (inform the payroll clerk of a change of address for example). The other is the ability to update inventory directly from an AP voucher, without requiring the need for a purchase order.

This session will focus on new features added over the last 2 years that some may not be aware of. This will be an overview of how Power Search works. A demonstration will show how to spread an AP voucher by a percentage to funds/accounts, such as the telephone bill that needs to be spread to electric, water, and wastewater. And a peak at how Meeting Registration works – you should really be using this for your annual meeting if you’re a rural electric cooperative.

This session will focus on future enhancements that are either being planned or considered. Two major areas here are a time entry rewrite (this is the employee portal self-time entry, not the timesheet screen in Payroll) and GL Budget process rewrite.  

Interested in how to use Power BI to analyze your Insight data? This session is for you!  The final session will review how to get more knowledge with past and upcoming webinars, FAQs, release notes, and training videos.

     Welcome and introductions to open the 34^th Annual PCS User Group Meeting.

Leading-edge utilities are looking for ways to allow employees to be more efficient at work. This includes access to utility information from within and outside the walls of the utility. Work management encompasses all staff members from outside crews, office personnel and utility management.
In this session PCS will be focusing on tools for the mobile workforce. This includes electronic service orders, mobile field meter reading app, and field collection. Join the session to experience the possibilities to mobilize your workforce to gain efficiencies in operations.

Witness the unveiling of the next generation of MCA – new look, new functionalities and improvements to existing functionality.  Updates to Utilit-e Online to parallel some of the new MCA functionality.

This session will also revisit the possibilities provided by implementing Prepay billing.  Interest in Prepay seems to be increasing in the industry.  It is also an option you may want to entertain to help assist your customers who are struggling with financial impacts due to the Covid pandemic.

More ways for your customers to pay.  See the new functionality now available in Utilit-e Online and Customer Service allowing your customers to schedule payments in the future based on a variety of parameters.  Plus PSN has more payment methods to offer as well.  Customers will soon be able to pay with PayPal, PayPal Credit and/or Venmo if you wish to implement.  Learn more about PayPal’s Pay in 4 feature.

Lots of new ideas to talk about.  New features recently developed, new functionality currently in development, items on the drawing board and ideas beyond that for which we need to know your degree of interest. 

Some of the items we’ll be discussing include:

• Power Search in Connect
• Notification to Utility Staff - Day/Hour
• Images / Scan Now
• Encrypting Key Fields
• AMI Interoperability
• Interactive Dashboards vs Exception Reports
• Video Tutorials / Release Notes
• SO Tracking into My Work
• Text - Mass Subscribe w/Opt Out
• New IM's
• Server 2019
• And more…

     Welcome and introductions to open the 34^th Annual PCS User Group Meeting.

This session will go over new Insight features and reports added since the June 2020 User Meeting. There is likely something new for your utility to take advantage of. Examples include Power Search, Images, AP voucher percentage spread, and many others.

This session will focus on the work order maintenance screen. This screen has several pages/tabs and fields. Construction units and the staking process will be included.

This session will cover the basic GL functions such as setting up new GL accounts, entering journal entries, using JE templates, etc. Also covered will be overall functions like hiding and resizing columns as well as using report selects and saving report templates.

This session will cover setting up a new vendor, entering vouchers (invoices), and

payments – both check and ACH, and some common AP reports.

This training session will focus on core reports available in Connect and statistical trend data.  Informing you of what core reports are available that you may not be using today but may be very useful to you.  Also making you aware of what is available in regards to historical statistical data both reports and trend analytics.

In the session on May 13^th, new features will be introduced, but this session will take you into the depths of how to use the new features.  Topics include:

• Future Scheduled Payments
• Power Search
• Notification to Utility Staff - Day & Hour
• General Notification Tool