Before You Get Started with Jenzabar One (J1) Web Finance
Jenzabar advises clients to follow the steps below to prepare for implementation.
Familiarize users with J1 Web standard features and navigation. If your school isn't already using J1 Web, gain familiarity with the system's standard features including navigation, search, blocks, bookmarks and pins, and user preferences. The MyJenzabar Common Module Resource Center provides access to guides, YouTube videos, and eLearning courses about these features.
Learn about permissions in J1 Web.
Review Common J1 Web roles that impact users' ability to use standard features, especially if you are just starting with J1 Web. See the User Management online help for information.
Review Finance permissions available in J1 Web and consider how your Finance department wants to set up a new permission structure. Desktop Finance permissions are not migrated into J1 Web. J1 Web uses unique roles and permissions, and this new model provides additional flexibility as well as an opportunity to reimagine and improve existing permission structures. See the J1 Web Finance Permissions and Setup Admin Guide on MyJenzabar for more information.
Note
Remember, working in J1 Web and Desktop at the same time will require managing dual permissions.
Plan your migration. Identify the J1 Web product areas you want to start using as you strategically shift from Desktop. This will position you to seamlessly adopt additional functionality when it is ready. A couple things to note:
Open items, state reporting, and foreign currency features are not yet available with J1 Web and cannot be run in parallel with the Desktop application due to data issues. Clients using those features should not upgrade to J1 Web Finance until the features are available. Open Items and State Reporting features are targeted for a future release.
Because the J1 Web Finance permissions do not integrate with the Campus Portal, the Campus Portal Budget feature is being migrated into J1 Web. Budget module users who use the Campus Portal Budget feature should wait to implement the J1 Web Finance product until the 2023.3 release when the Campus User Budget Activity feature is available.
Tip
Remember these tips!
The Desktop is here to back you up! It uses the same database and can be run in parallel with J1 Web.
Learning resources are available on MyJenzabar.net and learn.jenzabar.com. You have time to learn at your own pace.
This is the first version of J1 Web Finance. Additional features and functionality will be available in subsequent releases.