Welcome to Compass 9.2
What is My First Step?
- Delete your Compass browser bookmarks or browser favorites.
- Clear your cache
- Log- in to Compass 9.2 using your current log-in and password.
- Verify that your security access supports the work that you do in Compass. If you don’t have security access to a specific module and you did complete the required training, log a ticket in the Finance Support Center (FSC) community website.
Tips & Tricks - Compass 9.2
The content of the Tips & Tricks emails is based upon the type of ticket requests submitted to the Finance Support Center during the previous day(s). The emails are sent to the Compass 9.2 listserv and then posted on this website.
November 16, 2016 [Locate SpeedType, Authorizing Expense Entry, Reimburse Students, Expense Types]
November 17, 2016 [Bookmark FSC, Emory Express, Security & Workflow, Emails, Proxy-My Wallet, Spreadsheet Uploads]
November 18, 2016 [Grants Activity Status, Emory Express Update, Job Aids, When To Open a FSC Ticket, EBI]
November 21, 2016 [Expense Type, Emory Express Updates, SalesForce Tickets]
November 22, 2016 [Expense Type, eNOA, Wire Payments, Open Labs, PowerPoint Presentations]
November 23, 2016 [Caution for Approvers, Modify Expense Report, Reimburse Guests, Petty Cash Update]
November 29, 2016 [Petty Cash, Guest Reimbursements, Emory Express, Hotel 'Wizard', Workflow Changes]
November 30, 2016 [Expense Proxies, Accounting Codes, Compass Fundamentals Job Aids, Open Labs]
December 1, 2016 [Student Expense Reimbursement, AP Voucher Search, Emory Express Document Search, EPEX Workflow, Expense Types in My Wallet]
December 5, 2016 [P-Card Reconciliation, AP Voucher Search, Emory Express- Check Request, eNOA Document Search, Remove User from Workflow]
December 7, 2016 [Manager AP Payment Request, Copy Journal Entry, RPFF Replenishment, Print Payment Request Summary]
December 8, 2016 - Month End Issue [Generating Reports, Emory Business Intelligence]
December 9, 2016 [Expense Reports: Healthcare, Email Notifications, Workflow, Emory Express: SAM, Program and Event Chartfields, Wire Payments or ACH, AP and Expense Status Deifinitions]
Course Status Updates
Please be assured that if you satisfied the training requirement (completed the course and passed the assessment by October 31), you will have module access at Go-Live on November 14 regardless of what your ELMS course status says on October 31st.
What if I completed training and passed the assessment and, the score did not refresh in the ELMS and my course status still says In Progress?
We are working diligently to update assessment scoring and course completion in the ELMS. We are responding to your ‘course status’ and ‘assessment scoring’ emails as quickly as we can; but please expect up to 72 hour response time while we audit and update the ELMS. Typically, the course status will update to Complete within 2 business days; however, if it has not updated within 72 hours, contact the Transition Support team at firstname.lastname@example.org and let us know the course name, date, time and score so that we can check it against our ELMS data.
Compass Essentials 9.2 Webinar Recording
(Course Number: 260462 - Recommended but not Required)
Grants Suite 101 eLearning (260488-11352)
Wire Claim Enhancements eLearning (260423)
Emory Express for Approvers eLearning (260533)
What's New in General Ledger eLearning (260435)
Understanding Workflow & Approving Financial Transactions eLearning (260460)
What’s New in Accounts Payable? eLearning (260418)
Asset Disposal Workflow eLearning (260427)
Travel & Expense Enhancements elearning (260454)
What's New in Emory Express? (User Community) eLearning (260429)
P-Card eLearning (260419)
Click here for instructions how to launch the eLearning course from your Learning Plan.
IF your Learning Plan includes classroom or webinar course training, REGISTER NOW!
Select dates and times that work with your schedule
- Visit the Training tab on this website for the overview of weekly topics
Recorded Classroom Sessions (video)
If you were assigned to eLearning or classroom training, and would prefer a different option to complete the course requirements, there are video-recorded classroom sessions now available. Click HERE for a list of recorded classroom and webinar sessions.
Compass 9.2 Accounts Receivable-Grants Classroom Recording (Course # 260542, Activity # 11422)
Compass 9.2 T&E (Heavy Users) Classroom Recording (Course # 260535, Activity #11383)
Compass 9.2 What's New in Accounts Payable (Heavy Users) Classroom Recording (Course # 260536, Activity #11384)
Compass 9.2 Pre-Award-Grants Classroom Recording (Course # 260543, Activity #11424)
Compass 9.2 Letter of Credit Management Classroom Recording (Course #260544, Activity #11439 )
Compass 9.2 What's New in General Ledger -Heavy Users Classroom Recording (260547-11448)
Compass 9.2 ePay Enhancements- Classroom Recording (260548-11449)
Compass 9.2 Wire Claim Enhancements- Heavy - Classroom Recording (260549-11450)
Compass 9.2 Collection Workbench and Workcenters - Classroom Recording (260550-11451)
Compass 9.2 What's New in Inputting & Processing Budget Journals -Classroom Recording (260552-11572)
Click here for instructions for launching a Classroom Recorded Session.
Recorded Webinar Sessions (Adobe Connect)
Click HERE for a list of recorded classroom and webinar sessions.
Compass 9.2 What's New in Compass Reporting (heavy & non-heavy users)? (260449)
Compass 9.2 ePay Enhancements- Non-Heavy- Webinar Recording (260424)
Compass 9.2 T&E (Heavy Users)- Webinar Recording (260455-11452)
Compass 9.2 What's New in Accounts Payable (Heavy Users) Webinar Recording (260551-11454)
Open Lab Schedule
Open Labs are available to all Compass Users who completed module training but still would like to ask questions, complete an eLearning or practice in the Play environment with an expert nearby. There are 2 weeks of Open Labs and they are scheduled by module and/or topic within a module. Open Labs are not a substitute for training and are optional. Register on the ELMS and drop in anytime during the Open Lab four to eight hour session.
Click here to view the Open Lab schedule including course number, time and location information.
Finance Support Center
In order to facilitate our support and continually improve our service, the Finance Support Center has implemented a tool to track your reported issues and to provide you with improved access to knowledge articles, job aids and status on your tickets as they are resolved by team members. You no longer have to wonder if your issue is getting the attention it deserves as you will be able to see the progress and receive status updates. Welcome to the Finance Support Center communication.
How to Get Help
If you have any questions, problems, or comments related to your work in Compass, EPEX, Emory Express or EBI-Finance, please contact the Finance Support Center through one of the following:
1. Log a ticket in our new tracking system (quickest way and provides you with personal tracking)
Job Aid Library
Looking for quick and easy guidance on completing Compass transactions. Job Aids are step-by-step instructions with screenshots to guide you through transactions. Job Aids are housed in a new tool called PDF-Flip that allows for easy viewing and navigation.
Click here to access the job aid library.
Compass 9.2 Practice Environment Still Available
You can 'play' in a Compass 9.2 practice environment if you would like a safe place to practice creating transactions. The practice environment has the same look and feel of Compass 9.2 production environment. https://fsclone.emory.edu Use your own log-in and password
Training Parking Lot - Questions & Answers from Classroom Sessions
Click here to download an excel spreadsheet with all of the questions logged during classroom sessions. Subject Matter Experts provided the answers and you can filter by date, class name, module to search for a particular question and answer.
Peer Expert Council
A Peer Expert Council was formed in March with a kick-off meeting scheduled for April 5, 2016. Peer Experts are typically the ‘power users’ within their business units and departments. They possess better than average knowledge of the Compass tool. The Peer Expert’s guidance and support will help their peers experience a smoother transition from current state to future state.
Peer Experts provide “hands-on” feedback related to training and testing. They help answer user questions during and after training.
Peer Experts will share their technical knowledge of Compass Upgrade within their business units and departments and increase overall end-user comfort level with the upgraded Compass tool.
Go to the Contacts tab on this website to find out your department's Peer Experts.
Answers To Your Questions
The module leads have provided answers and updates to the questions that you asked during the Listening Tour and Compass Outreach Sessions for the following modules: Accounts Payable, Travel & Expenses, Reporting, General Ledger, SmartKey and Grants Management. The consolidated spreadsheets of Q&A are on the NEWS & EVENTS / Meeting Presentations, Recordings & Parking Lots tab of this website.