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    SWIFT Update January 16, 2025

    New to SWIFT or Want a Training Refresher?

    Consider taking our training webinars and check out our other training materials!

    The SWIFT training team offers a wide range of webinars and labs related to SWIFT transactions and SWIFT data in the EPM Data Warehouse. Find and register for them in Learning Management, ELM. Enter “SWIFT” in the Find Learning text box. There is no cost to your agency.

    • 26 different webinars and labs on wide variety of topics. Get started with:
      • Introduction to SWIFT Navigation. This webinar introduces you to the Statewide Integrated Financial Tools (SWIFT) system. If you are new, take this webinar before taking other SWIFT webinars.
      • Overview of SWIFT Reporting. This webinar provides an overview how to get information from SWIFT. We cover inquiries, queries, reports, and the various support tools.
      • Introduction to the EPM Data Warehouse for SWIFT. This webinar introduces you to the Enterprise Performance Management (EPM) Data Warehouse, a reporting platform for the State of Minnesota. We cover key concepts, basic navigation, and shared SWIFT reports and data. This webinar is highly recommended before taking other EPM Data Warehouse for SWIFT webinars or labs.
    • SWIFT Quick Reference Guides
    • SWIFT Training Videos
    • EPM Warehouse Training Quick Reference Guides

    Psst. Many users suggest taking our webinars more than once.

    If you have any questions or suggestions regarding training, contact the SWIFT Help Desk Email: swifthelpdesk.mmb@state.mn.us Phone: 651-201-8100, option 2.

    SWIFT Hot Topics

    SWIFT Hot Topics feature Frequently Asked Questions (FAQs) answered by the SWIFT Training and Help Desk team. Use these as a friendly reminder of a process or as an opportunity to learn something new!

    Q. How can I find help in SWIFT?

    A. The Need Help? button is available on most SWIFT transactional pages in the upper right-hand corner of the page. The Need Help? button provides access to three types of help. Help pages open in a separate window so you can review the resource while working on a transaction. To close the Need Help window, select the Need Help? button again. 

    1. Quick Reference Guides (QRGs). When you select the Need Help? button, a menu displays with a list of the QRGs for that module.

    Quick reference guides located with the need help button.

    2. Common Utilities folder. You can expand Common Utilities to provide you with direct access to commonly used tools, including the Process Monitor, Query Viewer, and Report Manager.

    Common utilities with the need help button

    3. SWIFT Help Desk folder. You can expand the Help Desk folder to view contact information for the SWIFT Help Desk, as well as links to our Training and Support Resources page on MMB's website.

    SWIFT help desk contact information

    You can also access QRGs from the My Homepage drop-down menu on the left side of the Administrative Portal page.

    My home page drop-down menu

    Catalog Punchout Requisition Training Coming Soon

    New to the EProcurement module or want to learn more? Sign up for a Create a Catalog Punchout Requisition webinar. 

    • January 30, 2025, from 9:00 a.m. to 10:30 a.m.
    • March 26, 2025, from 9:00 a.m. to 10:30 a.m.

    This SWIFT webinar provides a demonstration of the EProcurement module for creating and processing a Catalog Punchout Requisition (CTR). It covers purchase order processing and creating a CTR with multiple distributions. Participants can ask questions about this process

    Register for these webinars in the Learning Management. You will receive a Teams invitation a few days before the webinar. If you need reasonable accommodations for SWIFT training, please set them up with your agency prior to the training.

    SWIFT and EPM Data Warehouse Training

    The SWIFT Training team offers training through a variety of methods. There are SWIFT training guides and training videos, EPM training guides, webinars, labs, eLearning, and individual sessions (by request through the SWIFT Help Desk).

    Find current SWIFT training in Learning Management. Enter "SWIFT" in the Find Learning text entry box.

    MODULE

    WEBINARS/LABS/eLearning
     Sessions run 9 a.m. - 10:30 a.m., unless otherwise noted

    DATES

    INTRO

    Introduction to SWIFT Navigation webinar

    2/5/25

    INTRO

    Introduction to SWIFT eLearning

    Anytime

    INTRO

    Overview of SWIFT Reporting webinar

    2/19/25, 3/19/25, 4/17/25, 5/15/25, 6/12/25

    AR

    SWIFT Account Receivable Part A: Direct Journal Deposits webinar

    4/8/25

    AR

    SWIFT Accounts Receivable Part B: Apply Payments to Invoices webinar

    4/9/25

    AR

    SWIFT Accounts Receivable Part C: Maintenance Worksheets webinar

    4/10/25

    AP

    SWIFT Create Vouchers Overview in Accounts Payable webinar

    2/11/25

    BI

    SWIFT Billing Part 1 webinar

    3/26/25, 6/25/25

    BI

    SWIFT Billing Part 2 webinar

    3/27/25, 6/26/25

    EPM

    Build a My Dashboard for SWIFT Reports in EPM lab 

    3/6/25

    EPM

    Create a SWIFT All Expenditures Report in EPM lab

    2/4/25

    EPM

    Create a SWIFT All Receipts Report in EPM lab

    2/27/25, 6/18/25

    EPM

    Introduction to the EPM Data Warehouse for SWIFT webinar

    2/13/25

    EPM

    SWIFT EPM Create and Save a New Analysis lab

    3/5/25

    EPM

    SWIFT EPM Formatting Your Report lab

    5/22/25

    EPM

    SWIFT EPM Manager's Financial Report lab

    4/16/25

    EPM

    Use SWIFT Standard Reports in EPM lab

    3/5/25

    EPM

    Understand the SWIFT Data in the EPM Data Warehouse webinar

    3/4/25

    EPro

    SWIFT Create a Catalog Punchout Requisition webinar

    1/30/25, 3/26/25

    KK

    SWIFT Budget Journal Administration webinar Part 1 webinar

    2/12/25, 5/7/25

    KK

    SWIFT Budget Journal Administration webinar Part 2 webinar

    2/13/25, 5/8/25

    PO

    SWIFT Create Purchase Orders Overview webinar

    2/12/25

    SC

    SWIFT Create a Supplier Contract Shell webinar
    Time: 9:00 a.m. - 10:00 a.m.

    4/1/25

    SS

    SWIFT Strategic Sourcing Part 1: Create, Post, and Approve Events webinar

    2/6/25

    SS

    SWIFT Strategic Sourcing Part 2: Analyze and Award Events webinar
    Time: 1:00 p.m. - 2:30 p.m.

    2/6/25

    SS

    SWIFT Strategic Sourcing eLearning

    Anytime

    SWIFT Help Desk

    Contact the SWIFT Help Desk for any SWIFT-related questions or issues.

    Email: SWIFTHelpDesk.MMB@state.mn.us

    Phone: 651-201-8100, option 2

    Hours: 7:30 a.m. to 4:00 p.m., Monday through Friday (closed holidays)

    When contacting the SWIFT Help Desk, make sure to include details about your question or issue, including:

    • Your Business Unit
    • Description of the issue/question
    • SWIFT Module (Accounts Payable, Purchase Orders, etc.)
    • Transaction ID (Voucher ID, PO ID, etc.)
    • Error message print screen

    Additional assistance can be found on the SWIFT Training Guides and Resources page.

    SWIFT Update Newsletter

    The SWIFT Update is sent to everyone on the SWIFT Update subscription list. To subscribe or unsubscribe to this newsletter, use the links below.
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