Enhancements and New Features in the AR WorkCenter Webinar on May 7, 2026

Purpose of this Article: This solution article provides the recording and slide deck from the Enhancements and New Features in the AR WorkCenter webinar held on Thursday, May 7, 2026. Additionally, the related query and solution articles are included.

Audience: SF Financials Users with AR Payment Processor and AR Payment Approver roles

Author: Alexis Cruz Eusebio

Version/Update Date: 1.0/05.07.26

NOTE: This job aid will be updated after the May 7th webinar

The Office of the Controller's Systems Division is excited to announce that enhancements and new features are coming to the Receivables WorkCenter on Friday, May 15, 2026. Review this article for an instant replay of the webinar to learn about the upcoming new features, and review the related query and solution articles. The presented slide deck is also attached at the bottom of this article. Please note that this article does not contain a Questions & Answers section, as there were no questions pertaining to the presented content during the session.

Webinar Recording:

Click the image below for an instant replay of the Enhancements and New Features in the AR WorkCenter webinar held on May 7, 2026. Please reach out to sfemployeeportalsupport@sfgov.org if you are unable to access the video.

Related Query:

Query FSP_AR_DJ_INCMPLT_COA_BY_BANK - lists details for all incomplete AR Direct Journals, including bank information, deposit and payment details, and accounting ChartFields so approvers can review before they perform mass approvals on the new AR WorkCenter page, Direct Journals to Complete

Related Solution Articles:

Copy and Update a Direct Journal (instructions focus on maintaining the separation of duties between an AR Payment Processor and AR Payment Approver)
Copy and Update a Direct Journal for Users with Both AR Payment Processor and Approver Roles (instructions focus on SF Financials users with both AR Payment Processor and AR Payment Approver roles)
Copy and Update a Zero-Dollar Direct Journal (instructions focus on SF Financials users with an AR Payment Processor role or an AR Payment Approver role with a focus on maintaining separation of duties, and specifically about copying existing zero-dollar Direct Journals)
Mass Complete Direct Journals in the Receivables WorkCenter
Mass Budget Check Direct Journals in the Receivables WorkCenter
Uncomplete Direct Journal Payments

Questions?

We are here to help! Please email us at sfemployeeportalsupport@sfgov.org if you have any questions, and we'd be glad to assist.