Urgent Update: July 2020 Ledgers and SuperDOPE Discrepancies

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...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | MSO Admins, UCRFS Users List, PIWRS Users List, UCRFS Feedback List, LRSS Users List

Admin Leave Codes in TARS

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...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | MSO Admins, UCRFS Users List

Procurement Card Cost Transfer Enhancements

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...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | MSO Admins, UCRFS Users List, UCRFS Feedback List, PCard List

BFS Operations during Campus Closure

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...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | MSO Admins, eBuy Transactors User List, Travel Coordinators User List, UCRFS Users List

UCPath-GL Update September 2019

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...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | UCRFS Users List

UCPath Year-End Funding Freeze and Roll Over Process

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...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | UCRFS Users List

ProCard Expanded Functionality

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 and the Accounting Office...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | Travel Coordinators User List, ePay Transactors Users List, eBuy Transactors User List, UCRFS Users List

UCPath-GL Update

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...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | MSO Admins, UCRFS Users List, Service Link FAU User List, Service Link SCT Users List, SuperDOPE Users List, LRSS Users List

GL-UCPath Updates

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...

GL-UCPath Updates

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...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | MSO Admins, UCRFS Users List, LRSS Users List, SuperDOPE Users List

GL-UCPath Updates

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...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | MSO Admins, UCRFS Users List, LRSS Users List, SuperDOPE Users List

Update on Salary Cost Transfer Request for Fiscal Year-End (06/22/18)

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...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | MSO Admins, UCRFS Users List

Update on Salary Cost Transfer Request for Fiscal Year-End

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...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | MSO Admins, UCRFS Users List

Deployment of Service Link Salary Cost Transfer Request Tool

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...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | MSO Admins, UCRFS Users List, SAA Announce Users List

GL-UCPath Updates

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...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | MSO Admins, LRSS Users List, SuperDOPE Users List, UCRFS Users List

RE: PPS Expense Transfers-Extension to 5/25/18

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...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | MSO Admins, PPS News, UCRFS Users List

UCRFS Users Group Meeting on Monday, May 21, 2018

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...
By Pauline Librenjack (Assistant Controller) | | UCRFS Users List

Fiscal Closing Letter - FY2018

As another fiscal year comes to a conclusion, the campus closing schedule for this year-end has been finalized. In order to meet the UC reporting requirements and prepare for our annual financial audit, the departmental tasks described must be completed as outlined in the attached document. The fiscal year-end closing process will follow the same...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | MSO Admins, UCRFS Users List

UCPath GL Related Updates-User Group Meeting 4/25/18

In preparation for fiscal year-end closing activities, Business & Financial Services is hosting two user group sessions to provide updates on UCPath general ledger related topics and answer related questions. The meeting topics will include: 1) SuperDOPE; 2) the FAU Change Request Tool; 3) the Salary Cost Transfer tool and the interim manual request process...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | UCRFS Users List, LRSS Users List

PPS Expense Transfers-Final Day to Process 4/26/18

An update has been posted regarding this announcement: RE: PPS Expense Transfers - Extension to 5/25/18 With the implementation of UCPath, the final PPS payroll compute occurred in December 2017. As previously communicated, the payroll cost transfer function in PPS would be available for four months after the UCPath transition. This notice is a friendly...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | MSO Admins, PPS News, UCRFS Users List