In preparation for the upcoming hard close, agencies should ensure all transactions are fully processed in SWIFT. To help identify unprocessed transactions in Accounts Payable, agencies can run the queries below:
Hard close is scheduled for August 18, 2023. This is the deadline for processing most BFY 2023 transactions. Review denied vouchers or unposted journal vouchers which can still have valid budget status. Denied vouchers should be corrected, closed, or deleted. Journal vouchers that have been unposted must be reposted.
Please see the Accounts Payable Quick Reference Guides for helpful information on deleting and closing vouchers in SWIFT.
As part of the year-end cleanup on SWIFT, the Purchase Order Reconciliation (PO Close) job is scheduled to run Friday, May 12. The PO Reconciliation job closes purchase orders that have been fully matched by setting the Status to "Complete."
For addition information on this job, see the SWIFT Procurement Year End Processing Tips.
The PO Close job will run two additional times this year to assist in closing documents: June 30 and the hard close weekend of August 18.
Remember, you can prevent the PO Reconciliation job from closing a purchase order by selecting the "Hold From Further Processing" checkbox on the purchase order header page.
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 |
5/17/23; 6/8/23; 7/20/23 |
|
INTRO |
Overview of SWIFT Reporting webinar |
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 |
7/26/23 |
|
BI |
SWIFT Billing Part 2 webinar |
7/27/23 |
|
EPM |
Build a My Dashboard for SWIFT Reports in EPM lab |
7/6/23; 9/7/23 |
|
EPM |
Create a SWIFT All Expenditures Report in EPM lab |
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 |
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; 6/13/23 |
|
PO |
SWIFT Cancel Requisitions webinar
|
5/18/23; 6/13/23 |
|
PO |
SWIFT Create Purchase Orders webinar |
6/6/23 |
|
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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