SF Employee and SF City Partner Support

Purpose: Attached is the Customer Identification Form that departments will use for adding new customers or modifying existing customer records in Accounts ...

Process Deposits and Payments Purpose: This article provides an overview of deposits and payments and specific processes for creating and maintain...

Purpose: In this article you will find attached:  Excel Spreadsheet required for Deposit Uploads into the Financials & Procurement system...

Purpose: This document provides an overview of process to review and update AR deposits from the CityWide Wire Account. Date: 7/11/17 Version: 1.0

Purpose: This document provides information on how to review the payment statuses. Date: 11/08/19 Author: Alvin Cheung Version: 2.0

Correct or Delete Deposits and Direct Journals not Posted to GL   Purpose  This document provides instructions on how to corr...

Correct Chartfield Values for an AR Direct Deposit Posted to GL   Purpose This document provides instructions on how to correct Ch...

Create Accounting for a Direct Journal Purpose: This document provides instructions on how to create accounting for a Direct Journal and mark it as...

Create a Maintenance Worksheet Purpose: This job aid covers the steps to create a Maintenance Worksheet.  The maintenance worksheet is a...

Create a Payment Worksheet Purpose: This job aid covers the steps to create a Payment Worksheet. Apply Payments to Open Items via Payment ...