For those of you who are not HTE uses, you can press the "Delete" button now. For those of you who are HTE users, I'd like to ask you to take a couple of minutes to answer my questions. If you could reply by June 7, I would really appreciate it. I would be happy to send back the results when we've gathered all the information. I know some of you may be off to the HUG conference next week but if you could get back to me before that I would greatly appreciate it. We are analyzing the pros, cons, merits, and hassles of changing some of our accounting procedures and would like some input from our fellow HTE users about how you handle these processes. If you have ever started out using HTE based on the Davis model (or another model) and revised it to something else, how did you go about doing that and what were the successes and the pitfalls. The specific questions I have are: ACCOUNTING PERIODS: How many accounting periods do you have in one fiscal year? 12? 13? Other. Have you ever converted from 13 to 12 accounting periods? If so, tell me a bit about the process you used to accomplish that, including software changes and accounting processes. Did you encounter any roadblocks or challenges? TRANSFERS: We currently budget on a project level. We record expenditures on that project in the "home" fund and do periodic operating transfers from the funds that are providing the revenue sources. Do you use the same process? If so, would you give me a brief description of how you handle multiple funded projects - especially the ones where funding is based on a percentage of the total expenditure (i.e. $100 expenditure is supported by 4 different revenue sources). If you handle funding in a similar manner have you automated it through the software or do you do it in another manner? If you have another method for doing this, I'd love to hear about it. You can either e-mail me, or give me a call at 530-757-5607. THANK YOU in advance for giving me your time.
