April 9, 2026

For users of SWIFT Accounting and Procurement modules and those who use SWIFT data in the EPM Data Warehouse.

Contents

• Annual Budget and Accounting Instructions Posted
• Review Purchase Orders for PO Close
• Hot Topic: Effective Date on New Customer Contact
• SWIFT Module Training
• EPM Data Warehouse for SWIFT Training

Annual Budget and Accounting Instructions Posted

The Annual Budget and Accounting Instructions - Document 1 has been posted to the SWIFT Budget and Accounting Instructions page. You can find this document under Establishing Budget Fiscal Year 2027 Budgets and Closing Fiscal Year 2026.

Review Purchase Orders for PO Close

In preparation for the year-end close, agencies can start reviewing their purchase orders now. There are several ways to cancel or close purchase orders depending on how it was created and how it was used.

Here are some training resources to help you:

• Cancel a Purchase Order Quick Reference Guide
• Close a Purchase Order in the Buyers Workbench Quick Reference Guide
• Close a Purchase Order Referencing a Contract Using a Change Order Quick Reference Guide
• Close Multiple Purchase Orders Using CSV Files Quick Reference Guide
• Cancel and Close Purchase Orders training video

Hot Topic: Effective Date on New Customer Contact

Help Desk Hot Topics feature Frequently Asked Questions (FAQs) answered by the SWIFT Help Desk. Use these as a friendly reminder of a process or as an opportunity to learn something new!

Q: I need to add a customer or a customer contact. What should I use for an Effective date?

A: To provide services and goods to an individual or an organization, you first need to add a customer in either the Accounts Receivable or BI module of SWIFT. The dates used while adding your customer are very important because they interact with the ability to invoice your customer.

You are unable to create a bill with dates previous to the Date Added, Since, or Effective dates entered in your customer record. Therefore, we suggest that you backdate all dates in the customer record to before any possible invoice date.

For more information about adding Customers and their dates, refer to the Enter a New Customer Quick Reference Guide or the Add a Customer training video.

SWIFT Module Training

The SWIFT Training team offers SWIFT module training through a variety of methods at no additional cost to the agency. There are SWIFT training guides and training videos, webinars, 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.

EPM Data Warehouse for SWIFT Training

The SWIFT Training team offers EPM Data Warehouse training for SWIFT data through a variety of methods at no additional cost to the agency. There are EPM training guides, videos, labs, and individual sessions (by request through the SWIFT Help Desk).

Find current EPM Data Warehouse training in Learning Management. Enter "EPM" in the Find Learning text entry box.

Systems Availability and Feedback

Maintenance Window: SWIFT is unavailable during the statewide systems maintenance window, every Sunday from 6:00 AM - 2:00 PM.

We want to hear from you! Email the SWIFT Training and Help Desk team using the button below to share your ideas or suggestions about improving user experiences with our  systems, training opportunities, newsletter notifications, or system issues.

All current SWIFT users should receive the SWIFT Update for timely notifications of important deadlines, upcoming system upgrades, scheduled maintenance, and training opportunities. Let us know if someone on your team is not receiving important updates or news from us.

SWIFT Training Resources

Training Guides

Training Videos

SWIFT Help Desk for Agency Support

EPM Data Warehouse Training Resources

EPM Training Guides

EPM Training Videos

EPM Data Warehouse Overview

Other SWIFT Resources

SWIFT Supplier/Vendor Resources

SWIFT Forms

Statewide System Security

Statewide Budget Systems