Annual Budget and Accounting Instructions Posted
The Annual Budget and Accounting Instructions - Document 1 has been posted to the SWIFT Budget and Accounting Instructions page. You can find this document under Establishing Budget Fiscal Year 2024-25 Budgets and Closing Fiscal Year 2023.
Beginning Friday, April 7, agencies will no longer have the option to expedite a requisition. Requisitions will be processed every two hours when the batch runs. If there is an urgent situation in which an agency cannot wait, they may get assistance in expediting the requisition by contacting the SWIFT Help Desk.
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. I need to update a Purchase Order (PO), but the buyer on that PO is out of the office. What can I do to make the necessary changes on the PO prior to approval?
A. To update the PO in SWIFT, you will need to change the buyer in the PO by creating a change order in SWIFT. To create a change order, make sure to complete all of the following steps in order, or you will not be able to change the buyer and update the PO.
For more details about changing the buyer on a PO, see the Set up Temporary Approvers for Purchase Orders Quick Reference Guide.
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/eLEARNING
|
DATES |
INTRO |
Introduction to EPM Data Warehouse/SWIFT |
6/7/23; 8/9/23 |
INTRO |
Introduction to SWIFT Navigation webinar |
4/12/23; 5/17/23; 6/8/23; 7/20/23 |
INTRO |
Overview of SWIFT Reporting webinar |
5/4/23; 6/8/23; 7/12/23; 8/3/2023 |
INTRO |
Introduction to SWIFT eLearning |
Anytime |
AP |
SWIFT Create Vouchers Overview in Accounts Payable webinar |
6/1/23 |
AR |
SWIFT Accounts Receivable Direct Journal Deposits webinar |
5/16/23 |
AR |
SWIFT Accounts Receivable Apply Payments to Invoices webinar |
5/17/23 |
AR |
SWIFT Accounts Receivable Maintenance Worksheets webinar |
5/18/23 |
BI |
SWIFT Billing Part 1 webinar |
4/26/23; 7/26/23 |
BI |
SWIFT Billing Part 2 webinar |
4/27/23; 7/27/23 |
EPM |
Build a My Dashboard for SWIFT Reports in EPM lab |
5/10/23, 7/6/23; 9/7/23 |
EPM |
Create a SWIFT All Expenditures Report in EPM lab |
5/3/23; 7/11/23; 10/4/23 |
EPM |
Create and Save an All Receipts Report in EPM lab |
7/13/23 |
EPM |
SWIFT EPM Create and Save a New Analysis lab |
6/14/23 |
EPM |
SWIFT EPM Create and Save the Manager's Financial Report lab |
5/25/23; 7/20/23 |
EPM |
Understand the SWIFT Data in the EPM Data Warehouse webinar |
5/16/23; 7/13/23; 10/4/23 |
EPM |
Use SWIFT Standard Reports in EPM lab |
5/9/23; 7/18/23; 9/13/23 |
KK |
SWIFT Budget Journal Administration webinar |
6/22/23 |
PO |
SWIFT Cancel and Close Purchase Orders webinar |
5/18/23 |
PO |
SWIFT Create Purchase Orders webinar |
4/11/23; 6/6/23 |
SC |
SWIFT Create a Supplier Contract Shell webinar |
5/4/23 |
SC |
SWIFT Import and Process a Contract Document Electronically webinar |
5/4/23 |
SS |
Strategic Sourcing Part 1: Create, Post, and Approve Events |
6/14/23; 8/29/23 |
SS |
Strategic Sourcing Part 2: Analyze and Award Events |
6/14/23; 8/29/23 |
SS |
SWIFT Strategic Sourcing eLearning |
Anytime |
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:
Additional assistance can be found on the SWIFT Training Guides and Resources page.
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