Business & Financial Services

Dear Colleagues, Please join us for the first Impact23 User Group meeting, consolidating the former C&G, eBuy/AP, and UCRFS user group meetings. This user group will serve as a space for sharing detailed decisions regarding the future state financial system. This month’s topics include: Financial Reporting Concur Departmental Reports Now Available in iReport Oracle Reporting...

Dear Colleagues, The Accounting Office is pleased to announce a change in UCPath methodology that should better align leave to the Full Accounting Unit (FAU) in the general ledger for monthly paid employees. Beginning with the January ledgers, retroactive leave will be processed using the FAU distributions associated with the original earnings period, inclusive of...

Dear Campus Community, The process for accessing UC travel discounts for personal travel has changed. The “Find It” tool will no longer be supported after 11/30/2020. Office of the President is working on a replacement personal travel portal for future deployment. In the meantime, there are two options available to assist active UCR employees with...

Dear Colleagues, It recently came to my attention a new defect was introduced in late July related to UCPath general ledger data. This defect caused data discrepancies between the general ledger (GL) and SuperDOPE on two salary cost transfer journals, FDR0085291 and FDR0085326, by including data in SuperDOPE that is not reflected in the ledger...

Dear Colleagues, Following up on the campus announcement (below), in order to appropriately track leave taken due to the COVID-19 situation, the following new take codes have been implemented in Time and Attendance Reporting System (TARS) for both biweekly and monthly timesheets. Please ensure employees and supervisors in your area of responsibility are informed. New...

Dear Colleagues, Business & Financial Services and Information Technology Solutions are pleased to announce enhancements to the Procurement Card (PCard) Cost Transfer (PCT) process. Based on user feedback, the enhancements are intended to improve the user experience and facilitate the redistribution of PCard expenditures to appropriate Full Accounting Units (FAUs) while maintain essential business rules...

Dear Colleagues: With the campus closure and remote work being conducted by most campus units, modifications to certain processes are necessary to best support the campus during these unprecedented times. Although Business and Financial Services (BFS*) remains operational with the majority of our employees working remotely, the following guidance is provided based on inquiries from...

Thank you for all of your continued patience, partnership and feedback on the general ledger-UCPath related systems and processes. The information provided below contains important information in preparation for UCD’s transition to UCPath as well as other general ledger and pay related updates. UCD and DANR Transition to UCPath As you are aware, UC Davis...

In preparation for the new fiscal year, the UCPath Center will be performing their annual funding roll-over processing on 6/10/19. This exercise will have the following impacts on departmental users: The FAU Change Request Tool will be available, however, any changes approved on 6/10/19 will not feed into UCPath until the evening of 6/11/19. Note...

From: Bobbi A McCracken bobbi.mccracken@ucr.edu> Sent: Friday, January 4, 2019 5:48 PM To: msoadm@scotmail.ucr.edu Cc: Ellery L Triche ellery.triche@ucr.edu>; Gigi Tisdom edvige.tisdom@ucr.edu>; Aver R Smith aver.smith@ucr.edu>; procard@ucr.edu; TravelFeedback@ucr.edu Subject: ProCard Expanded Functionality Dear Colleagues, In order to provide departments with increased flexibility to meet operational procurement and travel needs, Procurement Services...

Thank you for all of your continued partnership and feedback on the general ledger-UCPath related systems and processes. The update below contains important information regarding the general ledger and September month-end closing. UCRP Supplemental Interest Assessment In order to repay STIP funds and external borrowings transferred to UC Retirement Plan (UCRP), all campus and medical...

Thank you for all of your continued partnership and feedback on the general ledger-UCPath related systems and processes. The information provided below contains important information in preparation for the UCLA/UCSB transition to UCPath as well as other general ledger related updates. UCLA/UCSB Transition to UCPath UCLA and UCSB will begin their conversion to UCPath in...

Thank you for all of your continued patience on the general ledger-UCPath related systems and processes. The information provided below contains important updates for fiscal closing. FAU Change Request The 7/1 roll forward funding (new process in UCPath) resulted in many positions reverting back to the default funding due to an erroneous date being entered...

Thank you for all of your continued partnership and feedback on the general ledger-UCPath related systems and processes. The information provided below contains important updates for fiscal closing. FAU Change Request In preparation for the 7/1 roll forward funding (new process in UCPath), the requests input into the FAU Change Request Tool will be temporarily...

Below are updates on Salary Cost Transfers (SCT) to ensure fiscal year-end deadlines are met: Simple SCTs should be approved and in your Shared Service Center’s queue today to ensure posting to the June Preliminary ledger (please note: your SSC may have communicated their own deadline to their clients). Please note SCTs should continue to...

Following up on the deployment of the ServiceLink Salary Cost Transfer Tool, below are a few important updates for the fiscal year-end closing process: All “simple” SCT requests, for both monthly and biweekly paid employees, must be approved and in the Shared Services queue by 6/22/18 (or the date communicated by your SSC) to be...

Good news! The Accounting Office and Information Technology Solutions is pleased to announce the deployment of the new ServiceLink Salary Cost Transfer (SCT) Request tool. As demonstrated on 5/30/18, the SCT Request Tool will provide department users with an efficient mechanism to request salary cost transfers, minimize key entry errors to avoid the need for...

Thank you for your continued patience as GL issues related to our UCPath pilot implementation are identified and resolved. The information provided below contains important updates on the resolution status of key issues and systems. ServiceLink Salary Cost Transfer (SCT) Request Tool The Salary Cost Transfer Request Tool will be deployed next week along with...

Due to a large number of PPS cost transfers processed in April and some resulting errors, the PPS Cost Transfer process has been extended for one final month. The cut-off date for entry is Friday, May 25th. Per UC policy, payroll costs more than 120 days old should only be transferred to an unrestricted fund...

Our next UCRFS Users Group Meeting will be held on Monday, May 21, 2018 from 10:30 a.m. - Noon at the Alumni Center. Below are the topics that will be presented: Welcome FY2018 Closing UC Path Mini Update Key Closing Dates Accruals and Deferrals UCRFS Ledger Report Overview Demo of the FAU Management Tool Demo...