News

October 16, 2025

Bank Reconciliation video training

Thank you for joining us this morning as our Financial Reporting experts guided you through the process of bank reconciliation and highlighted its importance as an internal control. We hope you found the session valuable and feel more confident in adding new lines and reconciling your totals with the bank. If you weren’t able to attend, you can watch the
August 21, 2025

Canceling and discarding transactions in Vantage Financial

Thank you all for joining us today as we reviewed the process for canceling and discarding specific transactions in Vantage Financial. We hope you found the session helpful and now feel more confident managing transactions you no longer need. If you weren’t able to attend, you can watch the recording on YouTube here, or access it along with the transcript
July 17, 2025

Finance Website and help desk video training

Thank you all so much for joining us today as we discussed how to maneuver around the  finance website. We hope it was beneficial, and you feel more confident in locating help resources to be successful in transacting within the Vantage Financial application. For those who were unable to attend, you can view it from YouTube here, or you can
June 26, 2025

Fund Monitoring training video

Huge thanks to those who joined our training today, and to Haniel from our Financial Reporting team for showing us how to monitor funds in Data Warehouse! Your questions were great!  We hope you feel more confident monitoring revenues/expenses and fund balances.  For those who were unable to attend, you can view it from YouTube here, or you can click on
May 28, 2025

Important updates to Vantage Financial (formerly FINET)

Greetings users! We wanted to remind you of some changes that will be happening in just a couple weeks (expected date to be June 9th) that have been designed to enhance your experience and streamline our systems. FINET Rebranding to Vantage: As part of the integration with our new HR/Payroll system, FINET will be rebranded as “Vantage.” The production environment will
May 15, 2025

JVYE training

Huge thanks to those who joined our training today, and to Financial Reporting Manager Rebekka Wilkinson and Mark Petersen for providing tips and info on common JVYE types and identifying needs when submitting at year end! Your questions were fantastic and we loved the suggestions that were made by different agency groups during it!  For those who were unable to
April 17, 2025

Customer modification and EFT creation training

Huge thanks to those who joined our training today, and to Anne, Matthew, and Ruth from our Vendor team for showing us how to modify a customer and set up EFT for both vendors and customers in FINET! Your questions were fantastic!  We hope you feel more confident modifying a customer.  For those who were unable to attend, you can
March 20, 2025

Vendor modification in FINET video training

Huge thanks to those who joined our training today, and to Anne, Ruth, and Matthew from our Vendor team for showing us how to create a Vendor modification in FINET! Your questions were excellent!  We hope you feel more confident modifying a vendor.  For those who were unable to attend, you can view it here.  Here are a few links
February 20, 2025

Vendor/Customer creation in FINET video training

Greetings FINET users!  Big thanks to those who attended our training this morning, and to Anne, Ruth, and Matthew with the fabulous Vendor team for showing us how to create a Vendor and Customer in FINET! Your questions were wonderful!  We hope you feel more confident setting up a new VCC.  For those who missed it, you can view it
January 16, 2025

Troubleshooting in FINET training

Big thanks to those who attended our training this morning and to Jordan for showing us how to troubleshoot in FINET! Your questions were wonderful!  We hope you feel more comfortable reviewing error codes to resolve issues.  For those who missed it, you can view it here.  We also want to apologize to those who jumped on the old training