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SWIFT Update October 5, 2023 


Open Lab: Tips and Tricks in the EPM Data Warehouse

Open labs for the EPM Data Warehouse include a variety of topics nominated by users for collaboration and joint problem solving. You can sign up to participate in open labs through Learning Management. In the find Learning box, enter “SWIFT EPM” to locate open labs as well as other EPM Data Warehouse labs.

The SWIFT training team will host their first open lab on Wednesday, November 1, 2023, from 9 am to 10:30 am. The first topic is Tips and Tricks for Business Intelligence. We will bring a couple of tricks that we’ve picked up along the way. You bring yours. No matter how small or inelegant you think your solution is. These open labs are intended for sharing. 


Reminder for Suppliers 

Agencies - please remind your suppliers that communications related to solicitations, quotes, or purchase orders will come from an email address ending in @state.mn.us.  


MMB is Hiring: Support Helpline 

Minnesota Management and Budget (MMB) is hiring a Support Helpline position. 

Support Helpline - State Program Administrator

This position is part of a help desk team that answers live phone calls and returns emails to suppliers looking for assistance with their supplier account. This position will also assist with updating supplier bank information and payment methods. In addition, this position responds to and recommends solutions to problems encountered by suppliers using SWIFT.

This position will have the flexibility to telecommute, work a hybrid schedule, or work in the office. The incumbent may be expected to work in the office on occasion.

Working for the State of Minnesota means a great work-life balance, affordable benefits, and many great opportunities for advancement in 100 State agencies. The Job ID is 70128.


Budget Reminder: Search for Unfinished Budget Journals 

While entering budget journals in the Commitment Control module, you may be called away or your session may time out. The Budget Journal Entry page can be used to search for budget journals that are not fully processed. You should perform this search on a routine basis to ensure that there are no budget journals waiting to be processed.

When you do the search, change the Budget Header Status search parameter to “not =” and select “Posted” from the drop-down menu.

If you determine that the journal is no longer needed, go to the Budget Lines tab of the journal. Select “Delete” from the Process drop-down menu. Then, press the Process button.

Unfinished Journals


MMB is hiring a Finance Accounting Supervisor

Minnesota Management and Budget (MMB) is hiring a Finance Accounting Supervisor. A $5,000 hiring incentive may be available!

Finance Accounting Supervisor - General Accounting Supervisor

The General Accounting Supervisor supervises the staff and operations of the General Accounting unit in the Statewide Accounting Section of Minnesota Management and Budget, Accounting Services Division. This unit is responsible for maintaining the chart of accounts and the statewide reconciliations for SWIFT, and preparing the budgetary statements, the Legal Level of Budgetary Control Report, and the Statewide indirect cost plan.

This position will have the flexibility to telecommute, work a hybrid schedule, or work in the office. The incumbent may be expected to work in the office on occasion.

Working for the State of Minnesota means a great work-life balance, affordable benefits, and many great opportunities for advancement in 100 State agencies. Job ID is 69430.


SWIFT and EPM Data Warehouse Training

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
Sessions run 9 a.m. - 10:30 a.m., unless otherwise noted.

DATES

INTRO

Introduction to EPM Data Warehouse/SWIFT webinar

10/12/23; 12/5/23

INTRO

Introduction to SWIFT Navigation webinar

10/17/23; 11/7/23; 12/7/23

INTRO

Overview of SWIFT Reporting webinar

10/4/23; 11/2/23; 12/7/23; 1/4/24

INTRO

Introduction to SWIFT eLearning

Anytime

AP

SWIFT Create Vouchers Overview in Accounts Payable webinar

11/2/23

AR

SWIFT Accounts Receivable Part A Direct Journal Deposits webinar

11/14/23

AR

SWIFT Accounts Receivable Part B Apply Payments to Invoices webinar

11/15/23

AR

SWIFT Accounts Receivable Part C Maintenance Worksheets webinar

11/16/23

BI

Billing Part 1 webinar

10/25/23; 1/24/24

BI

Billing Part 2 webinar

10/26/23; 1/25/24

EPM

Build a My Dashboard for SWIFT Reports in EPM lab

11/8/23

EPM

Create a SWIFT All Expenditures Report in EPM lab

10/4/23; 12/13/23

EPM

SWIFT EPM Create and Save a New Analysis lab

12/12/23

EPM

SWIFT EPM Create and Save the All Receipts Report lab

1/11/24

EPM

SWIFT EPM Create and Save the Manager's Financial Report lab

11/9/23; 1/18/24

EPM

SWIFT EPM Formatting Your Report
PM session Time, 1:00 p.m. - 2:30 p.m.

12/13/23 am; 12/13/23 pm

EPM

Understand the SWIFT Data in the EPM Data Warehouse webinar

10/4/23

EPM

Use SWIFT Standard Reports in EPM lab

11/8/23

KK

SWIFT Budget Journal Administration webinar
Time, 9 a.m. - 11:15 am

10/19/23

PO

SWIFT Create Purchase Orders webinar

11/15/23

SC

SWIFT Create a Supplier Contract Shell webinar
Time, 9 a.m. - 10:am

12/6/23

SC

SWIFT Import and Process Contract Document Electronically webinar
Time, 1:00 p.m. - 2:00 p.m.

12/6/23

SS

Strategic Sourcing Part 1: Create, Post, and Approve Events webinar

12/14/23

SS

Strategic Sourcing Part 2: Analyze and Award Events webinar
Time, 1:00 p.m. - 2:30 p.m.

12/14/23

SS

SWIFT Strategic Sourcing eLearning

Anytime


SWIFT Help Desk

Contact the SWIFT Help Desk for any SWIFT-related questions or issues.

Email[email protected]

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:

  • Your Business Unit
  • Description of the issue/question
  • SWIFT Module (Accounts Payable, Purchase Orders, etc.)
  • Transaction ID (Voucher ID, PO ID, etc.)
  • Error message print screen

Additional assistance can be found on the SWIFT Training Guides and Resources page.


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