User Group Meetings
This website provides a listing of all upcoming and prior user group meetings presented by the Business & Financial Services division and is organized by individual user group meeting topics. Updates will be made to this website periodically as new user group meetings are announced and as presentation files are made available following each meeting.
Concur User Group Meetings
Upcoming Meetings
- Date: November 22, 2022
- Time: 11:00 - 12:00 pm
- Link to Join: https://ucr.zoo
m.us/j/94951880 694
Agenda
- Booking with Anthony Travel
- Travel Booking Reminders
- Email Notification Deployment
- Travel Policy Updates
October 5, 2022
Agenda
- Deployment Update
- Concur Departmental Report Enhancements
- Expense Report Status Definitions
- New Concur Resources
- Sabbatical/Supplements/Mileage Only Guidance
August 10, 2022
Agenda
- Cash Advances
- Concur Mobile Apps
- New Employee Vendor Request
- Concur Flags vs. Alerts
- Allowable vs. Unallowable Receipts
- Travel Allowance Overview
June 2, 2022
- Concur Q&A Session Only
- Watch the Recorded Session Now!
May 3, 2022
March 31, 2022
February 25, 2022
Agenda
- General Travel Updates
- Unused Travel Credits
- Business Meeting and Entertainment Meal Rate updates
- Grocery Store PO's
- State of California FTB forms 587 & 590
- DocuSign Envelope - Federal W9 & CA FTB Forms
- Impact23: Concur Implementation
- Q&A
"CANCELLED" March 17, 2020
- Date: Tuesday, March 17, 2020 - Cancelled
October 28, 2019
- Presentation File: Travel and ePay Users Group Presentation
Agenda
- Prohibited States Update –Chris Baxter
- UC Travel Roadshow –Chris Baxter
- Travel Coordinator Training –Mimi Collins
- Moving & Relocation Process & Form –Mimi Collins
- UC Travel Center (UCTC) New Platform –Sandra Danford
- Gift Card Guidelines –Dorthea Ford
- Personal Use of Connexxus-Short's Findit Tool –Aver Smith
- Q&A
July 24, 2019
- Presentation File: Travel and ePay Users Group Presentation
Agenda
- Staff Update
- New AP/Travel Website
- Prohibited States
- UCTC – Concur
- Non Reimbursable Methods of Payment
- Hotel Invoices
- Travel Expenses on the ProCard
- Vendor Maintenance
- Future User Group Meeting Date
March 21, 2019
- Presentation File: Travel and ePay Users Group Presentation
Agenda
- Welcome (Aver Smith)
- Petty Cash Policy reminders (Dorthea Ford)
- Uber via Connexxus (Dorthea Ford)
- Common Reasons Why You May Not See Your Traveler (Sandra Danford)
- Quick Tips (Sandra Danford)
- Travel Reimbursement Stats (Ellery Triche)
January 10, 2019
- Presentation File: Travel and ePay Users Group Presentation
- Presentation File: ProCard Expanded Use Overview
Agenda
- Travel Policy Update (Aver Smith)
- Airbnb for UC (Dorthea Ford)
- Ancillary Charges (Sandra Danford)
- Allowable vs. Not Allowable Receipts (Sandra Danford)
- Accounts Payable Contacts (Sandra Danford)
- ProCard Expanded Use: Airfare & Lodging (Aver Smith & Dana Allen)
August 6, 2018
- Presentation File: Travel and ePay Users Group Presentation
Agenda
- Staffing Update (Aver Smith)
- AB 1887 Prohibited States (Aver Smith)
- Vendor Specific Agreements (Aver Smith)
- Group Travel (Dorthea Ford)
- Credits vs. Refunds (Dorthea Ford)
- Connexxus Service Fees (Sandra Danford)
- CTS Card Booking Issues (Sandra Danford)
- US Bank PO’s (Sandra Danford)
March 22, 2018
- Presentation File: Travel and ePay Users Group Presentation
- Participant Survey (closed 4/16/2018)
Agenda
- Staffing Update (Aver Smith)
- Tax Documents Revisited (Aver Smith)
- Policy Update (Dorthea Ford)
- Gift Card
- Moving Relocation
- Mileage Rate Increase (Dorthea Ford)
- Hotel Caps (Dorthea Ford)
- Payments that Require Prior Approval (Sandra Danford)
- Comparison at the Time of Booking (Sandra Danford)
- Survey Response Feedback (Sandra Danford)
December 7, 2017
- Presentation File: Travel and ePay Users Group Presentation
- Participant Survey (closed 12/28/2017)
Agenda
- Staffing Update (Aver Smith)
- Travel Policy Changes (Aver Smith)
- Local Policy Update (Aver Smith)
- Indirect/Interrupted Itineraries (Sandra Danford)
- ePay PO Backup (Sandra Danford)
- Vendor Requests (Dorthea Ford)
- Tax Forms (Dorthea Ford)
- AP Email Address (Aver Smith)
- Accounts Payable Contacts (Aver Smith)
- Survey Results (July ‘17 Meeting) (Ellery Triche)
July 18, 2017
- Presentation File: Travel and ePay Users Group Presentation
- Participant Survey (now closed)
Agenda
- ePay Categories (Sandy Danford)
- ePay PO Backup and Smart & Final (Sandy Danford)
- Traveler Insurance (Dottie Ford)
- Higher Cost Fees (Dottie Ford)
- Pre-Paid Items (Dottie Ford & Sandra Danford)
- AB 1887 Prohibited States (Aver Smith)
- Vendor Addresses (Aver Smith)
- Returned Checks (Aver Smith)
- AP Email Address (Aver Smith)
- UCR Policy & Procedure Updates (Aver Smith)
January 11, 2017
- Presentation File: Travel and ePay Users Group Presentation
- Additional Reference: Travel Expense Reporting Process Analysis (FY 2017 through Period 6)
- Participant Survey: (now closed)
Agenda
- Welcome (Bobbi)
- Accounts Payable Staffing Update (Bobbi)
- Foreign Per Diem Meals & Incidentals (Bobbi)
- New State Law Restricting Use of State Funds for Travel to Certain States (Bobbi)
- International Travel Support Site (Dottie/Sandy)
- Sponsorships (Aver)
- Retention of Original Travel/ePay Receipts (Bobbi)
- Service Now Vision/Plans (David)
- Travel metrics (Bobbi)
August 24, 2016
- Presentation File: Travel and ePay Users Group Presentation
- Additional Reference: Travel Expense Reporting Process Analysis
Agenda
- New Travel and ePay Feedback Tool (David Gracey and Amber Jones)
- View Open items iTravel and ePay Demo (David Gracey)
- Registration, memberships, & subscriptions (Vicki Gonzalez, Accounting-Financial Services Analyst-Accounts Payable)
- ePay PO Backup requests (Vicki Gonzalez)
- Smart & Final and Costco (Vicki Gonzalez)
- Pre-paid expenses (Sandy Danford)
- New Vendor Requests/Address Updates (Sandy Danford)
- Receipt Requirements: Foreign Per Diem Meals & Incidentals (Bobbi McCracken)
- Business & Financial Services Service Level Agreement FY2017 (Bobbi McCracken)
- Accounts Payable Staffing Update (Bobbi McCracken)
December 18, 2015
Impact23 User Group Meetings
Upcoming Meetings
- Date: November 15, 2022
- Time: 10:00 - 11:00 am
- Link to Join: https://ucr.zoom.us/j/93342535743
Agenda
- Individual Tester Nominations Due November 15th
- UC Oracle Mini-Summit Key Takeaways
- Faculty Collaboration & Feedback
- ServiceLink Financial Tool Updates
- University Card Updates and more!
September 10, 2022
C&G User Group Meetings
No Upcoming Meetings
August 06, 2020
- Presentation File: C&G Users Group Presentation
Agenda
- Foreign Influence Update
- F&A and CBR Update
- COVID Salary Flexibility (idle time) Under OMB 20‐26
- C&G COVID Website
- NCURA Training – Life Cycle of an Award Series
- NCURA “YouTube Tuesdays”
- Unallowable Costs
- PIWRS and Annual Payroll Certification Schedule
- Q&A
December 13, 2019
- Presentation File: C&G Users Group Presentation
Agenda
- Federal Disclosures
- Research Development
- Fellowship and Training Awards
- Unauthorized Purchases
- UCPath GL Update
September 17, 2019
- Presentation File: C&G Users Group Presentation
Agenda
- Welcome – Pauline Librenjak
- Reports and Tools Available to Analyze C&G Data – Pauline Librenjak and Patrice Delgado
- SPA Announcements – Charles Greer
- C&G Management (Interactive Segment) – Pauline Librenjak
- Principal Investigator Web Reporting System (PIWRS) and Annual Payroll Certification (PRC) Timeline and Update – Pauline Librenjak
- UCPath/UCRFS/SuperDOPE Questions and Answer Period – Bobbi McCracken
June 21, 2019
- Presentation File: C&G Users Group Presentation
Agenda
- Welcome – Pauline Librenjak
- Contract & Grant BEAs/Re‐budgeting/Award Close‐out – Lauren Gonzalez and Montrice James
- Cost Share Reporting Best Practices – Kimberly Gala and Pauline Librenjak
- PreAwards/Salary Cost Transfers– Bobbi McCracken
- Fiscal Year End Closing Notes – Linda Casteel
March 18, 2019
- Presentation File: C&G Users Group Presentation
Agenda
- Welcome – Pauline Librenjak
- Contract ∓ Grant Common Questions – Lauren Gonzalez, Montrice James, and Kimberly Gala
- SPA Announcements – Cynthia Wells
- Journal Documentation System – Pauline Librenjak
- PIWRS and PRC Timeline Changes – Pauline Librenjak
- GL and SuperDope Sync Update – Bobbi McCracken
December 17, 2018
- Presentation File: C&G Users Group Presentation
- Participant Survey (available through 1/10/2019)
Agenda
- Welcome – Pauline Librenjak
- Intramural Multi‐Campus Awards – Linda Casteel
- Overview of SCT and Other C&G Cost Transfers – Fred de Vera
- PIWRS Update and Projections Demo - Bobbi McCracken and Brian Griffin
- SPA Announcements – Cynthia Wells
September 24, 2018
- Presentation File: C&G Users Group Presentation
- Participant Survey (closed)
Agenda
- Welcome - Cynthia Wells
- SPA Announcements and Lessons Learned
- Notice of Award
- Citizenship Restrictions
- Subawards / Multi-Campus Awards - Linda Casteel and Charles Greer
- PIWRS Update and Projections Demo - Bobbi McCracken and Brian Griffin
- UC Path - Elizabeth Carr
- Update and Overview of the FAU Mgmt Tool
- pdate and Overview of the SCT Tool
May 8, 2018
- Presentation File: C&G Users Group Presentation
- Participant Survey (closed)
Agenda
- Welcome - Pauline Librenjak
- EMF Introductions - Pauline Librenjak
- RED Introductions - Allison Ramos
- Fabrications - Steven Staples
- Demo of FAU Management Tool - Elizabeth Carr
- Update on SCT Management Tool - Bobbi McCracken
- Demo of PIWRS - Brian Griffin
- Fiscal Closing
- Key FY Closing Dates - Pauline Librenjak
- Fund Overdrafts - Fred de Vera
- Accruals and Deferrals; PAMIS BEAs - Linda Casteel
March 12, 2018 - Special PIWRS Demo
- Presentation File: PIWRS Demo Presentation
- Participant Survey (closed)
Agenda
- Background
- Report Types
- EACS Roles
- PIWRS Coordinator Functionality
- Temp Ledger FAU Grid
- Department Defined Grid
- Projections
- Distribution Timeline
- Q&A
November 14, 2017
- Presentation File: C&G Users Group Presentation
- Participant Survey (closed)
Agenda
- Overview of Temporary Intercampus or Multi-campus Appointments: UPay 560T Form - Charles Greer and Pauline Librenjak
- UC Research Initiatives - Linda Casteel
- Payroll Certification OIG Audit Update - Bobbi McCracken
- Composite Benefit Rate - Matt Hull
- Subaward Workflow Through Accounting - Fred de Vera
- Know and Understand the Terms & Conditions of Awards - Fred de Vera
- EMF Campus Department Outreach - Fred de Vera and Rose Alonzo-Le
- Payroll Cost Transfers After UC Path Implementation - Bobbi McCracken
- Sponsored Programs Administration Announcements - Cynthia Wells
May 16, 2017
- Presentation File: C&G Users Group Presentation
- Participant Survey: (closed)
Agenda
- Demo of New Salary Drilldown Functionality PR Certification and PIWRS (David Gracey/Bobbi McCracken)
- Cost Notes – Best Practices (Pauline Librenjak)
- Demo of ABS Aged Accounts Receivable Report (Pauline Librenjak)
- PAMIS New Award Processing (Linda Casteel)
- Fiscal Year Close – Accruals/Deferrals (Linda Casteel)
- Fund Overdrafts (Fred de Vera)
- Exceptional Cost Transfers (Pauline Librenjak)
- Update on PRC Audit (Bobbi McCracken)
- Asset Management System – Announcement and Implementation Schedule (Steve Staples)
September 12, 2016
- Presentation File: C&G Users Group Presentation
Agenda
- Payroll Certification Audit Update (Bobbi McCracken)
- Tools to Monitor C&G Balances (Bobbi McCracken)
- C&G Related Cost Transfers (Pauline Librenjak)
- Student Payments (Pauline Librenjak)
- New C&G Training - Preaward Administration (Charles Greer)
- BFS-EMF Service Level Agreement FY2017 (Bobbi McCracken)
- PIWRS Enhancement Update (Bobbi McCracken)
- C&G Lean Book Club Interest (Bobbi McCracken)
eBuy/AP User Group Meetings
Return to Accounts Payable Home »
No Upcoming Meetings
November 20, 2019
- Presentation File: eBuy Users Group Presentation
Agenda
- Transcepta Update
- Gift Giving Guidelines
- Matching Rules
- Invoice Payment Processing
- PR Pre-Approval Process
- Foreign Transactions
- eBuy Standard Formats & Codes
- Shuttle Service Update
August 5, 2019
- Presentation File: AP Users Group Presentation
- Quick Guide: ebuy PO Standard Format Quick Guide
Agenda
- Staff Updates
- Vendor Maintenance
- Transcepta Overview
- Transcepta & eBuy Standards
- Ebuy|Standard Format Examples
- User Group Meeting Dates Update
March 28, 2019
- Presentation File: eBuy/AP Users Group Presentation
Agenda
- Staff Updates
- Independent Contractor Agreements
- Furniture Purchasing
- Hybrid Pro-Card FAQ's
January 11, 2019
- Presentation File: eBuy/AP Users Group Presentation
- ProCard Expanded Use Overview
- Campus Building Permit Program Presentation
Agenda
- Staff Updates
- Independent Contractor Agreements
- Obtaining Campus Building Permits
- ProCard Expanded Use: Air and Hotel
July 18, 2018
- Presentation File: eBuy/AP Users Group Presentation
Agenda
- Staff Updates
- Accounts Payable
- New Invoice Processing Platform
- eBuy/Procurement Services
- LVPA Increase
- Unauthorized Purchases
- eCatalog Content Management
- Uniform Guidance Requirements
- Q&A
March 20, 2018
- Presentation File: eBuy/AP Users Group Presentation
- eBuy/AP Users Group - Feedback Survey Q&A
- Participant Survey (closed 4/17/2018)
Agenda
- Staff Updates
- Feedback Results (December 2017 Meeting)
- UCR Procure-to-Pay (P2P) Process
December 14, 2017
- Presentation File: eBuy/AP Users Group Main Presentation Slides 7/12/17
- Participant Survey (now closed)
Agenda
- July ‘17 Users Group Survey Results
- Staffing Update
- Pro-Card Optimization Update
- UC Policy Changes (BUS 43)
- Vendor Requests
- AP Email Address
- Accounts Payable Contacts
- Q&A
July 12, 2017
- Presentation File: eBuy/AP Users Group Main Presentation Slides 7/12/17
- Participant Survey (now closed)
Agenda
- Staffing Updates
- eBuy & Procurement Services
- UCR Policies & Procedures
- Future Campus Training Opportunities
- Q&A
January 9, 2017
- Presentation File: eBuy/AP Users Group Main Presentation Slides 1/9/17
- Additional Slides and Information
- Participant Survey: (closed)
Agenda
- Welcome and Agenda (Bobbi)
- Staffing Update (Bobbi)
- Sales Tax Rate Changes (Bobbi)
- Service Now Vision/Plan and Demo (David)
- Freight on DAPOs/POs (Gae)
- FAU Change Order Enhancement (Josh)
- apinvoice@ucr.edu Utilization Guidance (Aver Smith)
- Invoice Approval Tool Status (Aver Smith)
- Sponsorships (Aver Smith)
- ProCard Utilization Feedback (roundtable discussion)
- Feedback (Bobbi)
- VCSA Analysis (Susana)
- Questions
- Blanket POs/DAPOs (Gae Purvis)**If time permits**
October 3, 2016
- Presentation File: eBuy/AP Users Group Presentation
Agenda
- Staffing Update (Bobbi McCracken)
- Service Level Agreement (Bobbi McCracken)
- Procurement to Payment Best Practices (Bobbi McCracken)
- Vendor Invoices (Aver Smith)
- Fair Wage/Fair Work (Gae Purvis)
- Prevailing Wage (Gae Purvis)
- New eBuy Business Rules: Invoice approval threshold, FAU change orders, vendor change orders (Bobbi McCracken)
- New eBuy Invoice Approver Role Demo (Aver Smith and Josh Hoerger)
PPS User Group Meetings
No Upcoming Meetings
October 27, 2016
Presentation Files
- 2017 Open Enrollment
- HR FLSA 12-2016 Changes
- HR Wage Programs 01-2017 Changes
- Compliance with DOL Min Salary Threshold and TARS
Agenda
- 2017 Open Enrollment - Benefits Lead – Tina Rodriguez
- Compensation Updates – Principle Compensation/Classification Analyst – Scott Biggerstaff
- Department of Labor – New Overtime Rules Salary Limits and Reclassifications - Principle Compensation/Classification Analyst – Scott Biggerstaff
- PPS Changes - Payroll Director, Gabe Nwandu
- 28 employees who will convert to non-exempt and also require transition from monthly to bi-weekly pay cycle
- 11/14 and 11/15: End existing MO appointment and distributions for all employees transitioning from MO to BW as of 11/19/2016. This will enable time roster created on 11/16/16 to pro-rate November MO earnings from 11/1 to 11/19.
- 11/16 thru 11/23: Process vacation cash out applications and schedule payments for 12/1/16 MO payroll.
- 11/29 and 11/30: Add new BW appointment/distribution effective 11/20/2016 and change FLSA code to non-exempt. This action will add affected employees to the time roster and issue biweekly TARS timesheets for BW reporting period 11/20-12/3.
- 28 employees who will convert to non-exempt and also require transition from monthly to bi-weekly pay cycle
- 16 employees who will convert to non-exempt but are already paid hourly and on the bi-weekly pay cycle
- 11/29 and 11/30: End existing apt/dist on 11/19/16. Add new BW apt/dist effective 11/20/2016 and change FLSA code to non-exempt.
- 19 employees who will remain exempt, but require increases to achieve the $47,476 salary basis
- 11/14 and 11/15: Add new distribution effective date of 12/1/2016 with new dist. pay rate and new apt. annual rate. Scott Biggerstaff confirmed that the effective date of the rate increase is 12/1/16 (paid 1/3/17).
- Academics Transitioning into TARS - UCPath Lead AP SME - Sherice Underwood
- New FLSA Guidelines - Exempt Employees Transferring to Non-Exempt - UCPath Lead AP SME - Sherice Underwood
- UCPath Data Conversion – Payroll Director, Gabe Nwandu
August 23, 2016
- HR Compensation Update Scott Biggerstaff (Principal Compensation/Classification Analyst)
- Lactation Accommodation Program Alisha French (Senior HR Program Analyst)
- Payroll Certification Audit Update Bobbi McCracken (Assoc. Vice Chancellor - Business & Financial Services)
- UCPath Data Conversion – Cleanup Strategies Gabe Nwandu (Payroll Director)
SAA User Group Meetings
No Upcoming Meetings
October 7, 2016
- SAA Users Group Presentation
- Service Now Presentation (Pending)
- Banner Departmental Billing Presentation
- Banner Dept. Billing - SAA User Guide
- Participant Survey: (now closed)
Agenda
- Application Access Overview by SAA type (Bobbi McCracken)
- Time & Attendance Reporting System (TARS) Student Employee PPS SSN & SIS SSN Considerations (Amber Jones)
- Service Now Demo (Amber Jones)
- New Banner Department Billing Role (Asirra Suguitan)
- Ledger Reconciliation & Storage System (LRSS) User/Matrix Setup and Updates (Bobbi McCracken)
- Travel Routing Best Practice (Bobbi McCracken)
- Removing EACS Roles Considerations (Bobbi McCracken)
- New eBuy Invoice Approver Role (Bobbi McCracken)
- eBuy Invoice Approval Demo (Josh Hoerger)
SuperDOPE User Group Meetings
No Upcoming Meetings
Jan-Feb, 2018
- PowerPoint Presentation File: New SuperDOPE Orientation Session
- Presentation Videos
- EARN Codes Complete List
- SuperDopev2 Key Data Dictionary
- Participant Survey (closed 3/5/2018)
Agenda
- SuperDOPE Version Comparison - Bobbi McCracken - BFS
- New User Interface - Elizabeth Carr - BFS
- Application Updates - Alfred Karam - BFS
- Building Queries Demos
- Elizabeth Carr - BFS
- Bobbi McCracken - BFS
- Deb Terao - CNAS
- Communications and Updates - Alfred Karam - BFS
UCRFS User Group Meetings
Upcoming Meetings
- Date:
- Time:
- Location:
May 12, 2022 - Virtual
- Presentation File: UCRFS Users Group Presentation
- Meeting Recording
Agenda
- Impact23 Program
- Stakeholder Analysis Survey
- System Design Updates
- Fiscal Closing
March 6, 2020
- Presentation File: UCRFS Users Group Presentation
Agenda
- Inventorial Equipment Update
- Review BFB‐BUS‐38 Disposition of Excess Property and Transfer of University – Owned Property
- CCRRS and Credit Card Reconciliation
- Modification to PCT Tool
- UCPath Positions – Understanding and Using Current & Future Funding Report
- UCPath General Ledger Update
December 6, 2019
- Presentation File: UCRFS Users Group Presentation
Agenda
- Treasury Update
- Foreign Transactions
- Update on Outstanding EIMRs
- Campus PCI Validation 2020
- Banner Billing Chargebacks
- UCPath General Ledger Update
- Questions
September 10, 2019
- Presentation File: UCRFS Users Group Presentation
Agenda
- Welcome – Pauline Librenjak
- Campus Business Services Update – Mike Clemons
- Asset Management System/Equipment Inventory Modification Request (EIMR)-Refresher and Update --Jerry Monahan and Charmane Custodio
- UCPath/UCRFS/SuperDOPE Question and Answer Period – Bobbi McCracken
- Alcohol Purchases and Unrestricted Funds – Pauline Librenjak
- Paymode-X – Pauline Librenjak
- Questions
June 14, 2019
- Presentation File: UCRFS Users Group Presentation
- Accrual and Deferral Q&A
Agenda
- Welcome – Pauline Librenjak
- UCPath/UCRFS/SuperDOPE Update – Bobbi McCracken
- CCRRS and Credit Card Reconciliations – Asirra Suguitan
- General Accounting Introductions – Jerry Monahan
- Asset Management System (AMS) Update – Jerry Monahan
- Cost Center and Project Code Updates – Jerry Monahan
- Encumbrance Update – Jerry Monahan
- Journal Documentation System – Pauline Librenjak
- Fiscal Year Closing – Pauline Librenjak
- Accrual and Deferral Refresher – Linda Casteel
March 4, 2019
- Presentation File: UCRFS Users Group Presentation
Agenda
- Welcome – Pauline Librenjak
- ScotSupply Update – Mike Clemons and Team
- Systems Access Administrator (SAA) Updates – Jerry Monahanr
- Correction Decisions – Linda Casteel
- Equipment Inventory Modification Request (EIMR) – Michael Mochache
- SuperDope Demo and Tips – Elizabeth Carr
- ProCard Transfer (PCT) Best Practices – Pauline Librenjak
December 14, 2018
- Presentation File: UCRFS Users Group Presentation
- Participant Survey (Closed)
Agenda
- Welcome – Pauline Librenjak
- Anticipating an Incoming Wire/ACH? – Jerry Monahan
- FAU and SCT Update and Demo – Elizabeth Carr
- UCRFS TOTALS Update and Demo – Brian Griffin
- New Process for Chargebacks and Returned Checks – Asirra Suguitan
- PCI Update – Asirra Suguitan
- LRSS Certifications – Bobbi McCracken
- General Ledger Update – Bobbi McCracken
September 11, 2018
- Presentation File: UCRFS Users Group Presentation
- Participant Survey (Closed 10/2)
Agenda
- Event/Conference Registration System - Asirra Suguitan
- CashNet eMarkets/Payment Portal - Asirra Suguitan
- PCI Update - Asirra Suguitan
- Banner Dept. Billing/Banner9 Update - Asirra Suguitan
- Tour of Accounting’s Website - Linda Casteel
- General Ledger: UC Path Update - Bobbi McCracken
May 30, 2018 - Salary Cost Transfer (SCT) Demo
- Presentation File: GL-UCPath SCT Demo - Users Group Presentation
- Participant Survey (Closed 6/15)
Agenda
- General Information
- UC Policy on Cost Transfers
- EACS Roles
- SCT Request Tool Process Flow
- Pending Functionality
May 21, 2018
- Presentation File: UCRFS Users Group Presentation
- Participant Survey (Closed 6/11)
Agenda
- FAU Management Tool Demo - Elizabeth Carr
- PIWRS Demo - Brian Griffin
- Guidance on Requesting UCR's W-9 - Aver Smith
- Credit Card Reconciliations - Suzanne Bailey and Carolyn Watson
- Best Practices on NCTs (Non-Payroll Cost Transfers) - Jerry Monahan
- Best Practices on Project Codes and Cost Centers - Jerry Monahan
- Sales & Service FYE Budget Entries - Jerry Monahan
- UCRFS Ledger Report Overview - Linda Casteel and Deb Terao
- FY2018 Closing
- Key Closing Dates - Pauline Librenjak
- Accruals and Deferrals - Linda Casteel
April 25, 2018 - Special UCPath Related Updates
- Presentation File: GL-UCPath Updates - Users Group Presentation
- Participant Survey (now closed)
Agenda
- Tools and Applications Update
- Known Issues
- Ledger Reconciliation Processes
- Q & A
March 14, 2018
- Presentation File: UCRFS Users Group Presentation
- Accruals and Deferrals - Material Transaction Log
- Participant Survey (now ended)
Agenda
- Composite Benefit Rate Update
- Accruals and Deferrals – Preparing for Fiscal Closing
- Anticipating an Incoming Wire/ACH?
- UCPath GL Related Updates
- Salary Cost Transfer
- GL Data Issues
- PIWRS/PRC
- SuperDOPE
- UCPath FAU Change Request Tool & Demo
October 26, 2017
- Presentation File: UCRFS User Group Presentation
- Sample IOC and ITF Files from Presentation
- Participant Survey (now ended)
Agenda
- Composite Employee Benefits - Matt Hull
- UCPath Default Department FAUs - Bobbi McCracken
- Intercampus Order/Charge (IOC) - Jerry Monahan
- Interlocation Transfer of Funds (ITF) - Jerry Monahan
- Using the Appropriate GL Account Numbers for Inventorial Equipment vs. Non-Inventorial Equipment - Jerry Monahan
- CASHNet eMarkets - Asirra Suguitan
- Banner Reports - Asirra Suguitan
- UCRFS Totals and SIS Drilldown - Rhonda High
June 22, 2017
- Presentation File: UCRFS User Group Presentation
- Participant Survey: (now closed)
Agenda
- Banner Reports - Asirra Suguitan
- Banner Reconciliation - Asirra Suguitan
- Credit Card Merchant Info - Asirra Suguitan
- Importance of Making Deposits by Noon on June 28th and Clearing CCRRS - Asirra Suguitan
- Critical due dates for Fiscal Year Close - Pauline Librenjak
- Accruals & Deferrals - Linda Casteel
- Review Fiscal Year Templates - Jerry Monahan
- Encumbrance Overview - Jerry Monahan
- Accounts Payable Payment Inquiries - Aver Smith
- Asset Management System - Steve Staples
March 27 & 30, 2017
Special UCRFS UG Meeting - UCPath and the Future Operating Model (FOM)
- The announcement for this meeting can be seen at http://bfs.ucr.edu/news/2017/03/13/special-ucrfs-user-group-meetings-ucpath-presentation.
- Materials presented can be found at http://fomucpath.ucr.edu/communication.html.
January 12, 2017
- Presentation File: UCRFS User Group Presentation
- Participant Survey (now closed)
Agenda
- Welcome (Bobbi McCracken)
- New Revenue Accounts (Bobbi)
- Banner Reconciliation Tools: iReport, Cognos, Totals (Asirra Suguitan)
- Banner Department Billing Overview (Josh Hoerger)
- Ledger Reconciliation Best Practices (Bobbi)
- Sales and Use Tax Rate Changes (Bobbi)
- ServiceNow Vision/Plan (Bobbi)
- ProCard Utilization (Bobbi)
- Questions
August 22, 2016
- Banner/AR Update: Training and Deployment (Asirra Suguitan)
- CASHNet eMarkets: New Campus Gateway & On-Demand Web Storefronts (Asirra Suguitan)
- LRSS: PO Invoice Approval Threshold and Considerations for Ledger Reconciliation (Bobbi McCracken)
- Fiscal Year End Closing Recap (Discussion by Pauline Librenjak)
- UCRFS Feedback: Feedback New Tool (Live Demo by David Gracey)
- Review of Various Reporting websites and portal tools (Bobbi McCracken and David Gracey)
- UCRFS Totals: Additional Demonstrations of System features and uses (Amber Jones, Jerry Monahan, and Bobbi McCracken)