Professional Development: Strengthening Financial Systems for District Success
On Tuesday, September 9, 2025, a specialized professional development session was conducted for our HR and finance departments, focusing on updates and enhancements in Tyler Technologies' School ERP Pro system.
Cassondra Knight, Senior Account Representative at Tyler Technologies, led the session, providing valuable insights into the latest features and functionalities of the platform.
Purpose of the Session:
The primary goal of this professional development session was to equip HR and finance personnel with the knowledge and tools necessary to leverage the latest updates in School ERP Pro. By enhancing our understanding of these features, the session aimed to improve operational efficiency, ensure data security, and streamline financial processes within the departments.
Key Updates Covered:
- User Security Enhancements: Best practices for auditing and updating user security settings to ensure compliance and protect sensitive data.
- Budget Management: Utilizing journal-enabled budget columns for more efficient financial tracking and reporting.
- Document Processing: Managing voided checks and navigating different views within the Purchasing & Payables (P&P) control panel.
- Cloud Integration: An introduction to the new "Cloud" menu and forum, titled "Cloud from School ERP Pro," aimed at facilitating smoother transitions to cloud-based operations.