Profile

My_communities.png

Carrie Billings

Indiana Institute of Technology

Contact Details

Indiana Institute of Technology

My Content

1 to 18 of 18 total

RE: Pledges Receivable Template

Posted By Carrie Billings 09-25-2023 09:18
Found In Egroup: General Discussions \ view thread
Thanks @Giovanna Reinking!  ------------------------------ Carrie Billings Assistant Controller Indiana Tech ccbillings@indianatech.edu ------------------------------

RE: Pledges Receivable Template

Posted By Carrie Billings 09-25-2023 09:17
Found In Egroup: General Discussions \ view thread
Hi Mario, Thanks for responding. I'm wanting to save the following data in Vena so that I can pull various reports. Reports to pull pledge balance per Donor ID or Pledge account or Fund Account and pull reports to calculate pledge allowance and discount. Would also like to pull into other reports ...

Pledges Receivable Template

Posted By Carrie Billings 09-22-2023 10:01
Found In Egroup: General Discussions \ view thread
I'm on the struggle bus and want to know if anyone has set up a template to track pledges receivable-new pledges, pledge payments, pledge installments, etc. I'm unsure how to set up the members in the dimensions so that it all comes together when I want to pull all pledges for a pledge account or another ...

RE: Tip #6 - Mapping Rows and Columns Rapidly

Posted By Carrie Billings 06-14-2023 12:22
Found In Egroup: General Discussions \ view thread
Hi Dominic - Thank you for all the tips. I believe all these tips work in the desktop add-in and not 365, correct? Do you have tips for Vena in 365? Thanks! Carrie ------------------------------ Carrie Billings Assistant Controller Indiana Tech ccbillings@indianatech.edu ------------------- ...

RE: 365 Template issues

Posted By Carrie Billings 02-09-2023 10:51
Found In Egroup: General Discussions \ view thread
V365 issues with wildcard mapping - work arounds...just received notice of a second work around, so thought I'd share in case it will help anyone else.1. Open template in the excel add-in (click on the 3 dots and select this option) This is if you have V365 enabled for the process you are working in. ...

365 Template issues

Posted By Carrie Billings 02-09-2023 10:33
Found In Egroup: General Discussions \ view thread
I've had a support ticket(s) in for almost a month with no solution and very little communication. I'm not sure what else to do. All tickets have been 'escalated'. This all started beginning of January. So I'm wondering if others are having any issues similar to mine (or I'm just the crazy one! lol). ...

RE: 📊 FORUM EXCLUSIVE EVENT: FP&A Presentations with Soufyan Hamid

Posted By Carrie Billings 12-05-2022 15:28
Found In Egroup: General Discussions \ view thread
I would like to attend, but have another meeting at this time. Will there be a recording? Thanks! ------------------------------ Carrie Billings Assistant Controller Indiana Tech ccbillings@indianatech.edu ------------------------------

New Contributor/Task Features

Posted By Carrie Billings 11-22-2022 12:43
Found In Egroup: General Discussions \ view thread
I was able to opt in to the new contributor features and really like all the updates (yay!!). Not sure where you want feedback, so let me know if I'm suppose to submit it somewhere else (newbie). Quick observation - I wanted to add the "Process" column to my view as we have many processes going at the ...

RE: Register Now - Only 8 days until the Fall '22 Product Release Information and Q&A Session (Nov. 16 at 10am ET)

Posted By Carrie Billings 11-21-2022 11:24
Found In Egroup: General Discussions \ view thread
Thanks for the update Carter! I appreciate it. ------------------------------ Carrie Billings Assistant Controller Indiana Tech ccbillings@indianatech.edu ------------------------------

RE: Register Now - Only 8 days until the Fall '22 Product Release Information and Q&A Session (Nov. 16 at 10am ET)

Posted By Carrie Billings 11-21-2022 11:11
Found In Egroup: General Discussions \ view thread
Me too!!! I don't see the "opt in" button/link yet in Vena. I keep logging out/in to see if it will pop up. Can anyone else opt in yet? Maybe I'm missing something.  Also, will we be able to set up the 365 task bindings starting today? We are migrating to 365 now and wasn't sure if we needed to wait ...

RE: How do you incentivize people on your team to submit information on Vena in a timely manner?

Posted By Carrie Billings 07-21-2022 09:29
Found In Egroup: General Discussions \ view thread
Hi Thiago, This is a great topic, I'm glad you posted about it. We are just finishing up implementation and I created a month end process in Vena for our finance team (small team of 7 people). We are still testing out the month end process and would love to hear how others set up/use the month end process. ...

RE: What finance system are you using? Interested to hear from 365 Business Central customers

Posted By Carrie Billings 06-10-2022 10:09
Found In Egroup: General Discussions \ view thread
Hello! We are in higher education and our financial ERP system is Jenzabar. We would love to connect to any other Jenzabar schools. We still benefit from all industries as finance is finance. We would also like to ask questions to other Vena customers that use ALL (most) of the platform. We are using ...

RE: Implementing Vena

Posted By Carrie Billings 05-19-2022 13:16
Found In Egroup: General Discussions \ view thread
Hi Matt, Thank you for responding to my post. I know you have heard me say this before, but appreciate the time to reply via the Forum. You know that you and Jeff have been awesome to work with. It is the process where we have struggled. I just wanted to comment on a few things. Please see in red. ...

RE: EXCELERATE =SUM(it) | Power BI Embedded Pre-Built Dashboard

Posted By Carrie Billings 05-16-2022 12:28
Found In Egroup: General Discussions \ view thread
I reached out to my CSM and was told this was extra. bummer... is that what everyone else is hearing??? we already pay for the Power BI connector. ------------------------------ Carrie Billings Assistant Controller Indiana Institute of Technology ------------------------------

RE: Implementing Vena

Posted By Carrie Billings 05-15-2022 21:05
Found In Egroup: General Discussions \ view thread
I know this thread is a couple months old, but wanted to chime in. We are been in the implementation phase for the last 9 months. We started mid-August 2021. Unfortunately, Vena implementation has not gone as we had hoped. We have a phenomenal Vena consultant and project manager, but the process ...

RE: Vena Templates

Posted By Carrie Billings 05-12-2022 12:22
Found In Egroup: General Discussions \ view thread
That would be great!!! Thanks! ------------------------------ Carrie Billings Assistant Controller Indiana Institute of Technology ------------------------------

RE: Vena Templates

Posted By Carrie Billings 05-12-2022 11:41
Found In Egroup: General Discussions \ view thread
Thanks Frank! I have also downloaded those already as well. There were some grant management templates I saw this morning that I would like to use/customize. Do you know where I can find those? I wasn't sure if there was also a central location to find all of the Vena templates that come with the ...

Vena Templates

Posted By Carrie Billings 05-12-2022 10:47
Found In Egroup: General Discussions \ view thread
How do we access the templates? I did subscribe, but I'm obviously missing something. We are a new customer, so I'm learning my way around. I have seen more templates I could use during the sessions, but can't find them. Thanks! Carrie ------------------------------ Carrie Billings Assistant ...