Business & Financial Services

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...

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...

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...

Good news! As demonstrated at the 3/14/18 UCRFS User Group meeting, the new ServiceLink FAU Change Request tool is now available. The implementation of UCPath introduced a new way of managing the Full Accounting Units (FAU) associated with salary/benefit expense distributions. Salary FAU changes will be initiated through the FAU Change Request tool, which provides...

There will be a UCRFS Users Group meeting on Wednesday, March 14th from 1:30 p.m. - 3:00 p.m. at the Alumni & Visitors Center. The proposed agenda topics include: Accruals & Deferrals: Preparing for Fiscal Closing - Linda Casteel Composite Benefit Rate Overview - Matt Hull Expecting an Incoming Wire? What Accounting Needs to Know...

Good News! The UCPath December payroll journals for 1) the monthly paid employees and 2) biweekly pay period ending 12/30/17 posted on 1/18/18 and the December ledgers will be available early next week. In addition, a new version of SuperDOPE will be deployed on 1/19/19. All existing SuperDOPE users will access the new version via...

The UCPath payroll journals for December and release of the new SuperDOPE are still pending. Additional information will be distributed tomorrow. Thanks for your continued patience. ----------------------------------------- From: Bobbi McCracken, Associate Vice Chancellor - Business & Financial Services and Controller Sent: Tue, Jan 9, 2018 3:46 PM To: UCRFS and SuperDOPE Users Lists Subject: December...

There will be a UCRFS Users Group meeting on October 26th (Thursday) from 10:30 a.m. - Noon at the Alumni & Visitors Center. The proposed agenda topics include: Composite Benefit Rate Update - Matt Hull and Charles Greer Intercampus Order/Charge (IOC) and Interlocation Transfer of Funds (ITF) - Jerry Monahan Appropriate Use of GL Account...

There will be a UCRFS Users Group meeting on June 22nd (Thursday) from 10:30 a.m. – Noon in Highlander Union Building (HUB) in Room 302 North. With the volume of inquiries related to fiscal year-end closing, it was important to schedule a meeting. The proposed agenda topics include: Banner Reports (Asirra Suguitan) Banner Reconciliation (Asirra...

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...

Thank you to everyone attending the Special UCPath/FOM UCRFS Users Group meetings last week. To continue the dialog, the UCPath/FOM team has scheduled secondary, deeper-dive, knowledge transfer session as outlined below. I encourage everyone with financial management responsibilities to attend in order to gain a better understanding the impacts of UCPath/FOM on the general ledger...

The next UCRFS User Group meeting is devoted to a special discussion on UCPath* and the Future Operating Model (FOM). The FOM|UCPath team will present information on the campus FOM processes that will be implemented with UCPath. To accommodate schedules and maximize the dissemination of information, the same presentation will be provided on the following...

There will be a UCRFS Users Group meeting on January 12th (Thursday) from 9:00 a.m.- 10:30 a.m. in Highlander Union Building (HUB) in Room 302 South. The proposed agenda topics include: New Revenue Accounts Banner Reconciliation Tools: iReport, Totals, Cognos Banner Department Billing Overview Sales Tax Rate Changes Ledger Reconciliation Best Practices If you have...

An eBuy/Accounts Payable Users Group meeting will be held on January 9th (Monday) from 9:00 a.m.- 10:30 a.m. in the HUB Room 302. The proposed agenda topics include: Sales Tax Changes (Bobbi McCracken) Staffing Update (Bobbi McCracken) Service Now Vision/Plan and Demo (David Gracey) Freight on DAPOs/POs (Gae Purvis) Clarifying FAU Change Order Enhancement (Josh...

There will be a Travel and ePay Users Group meeting on January 11th (Wednesday) from 9:00 a.m.- 10:30 a.m. in Highlander Union Building (HUB) in Room 302 South. The proposed agenda topics include: Staffing Update New State Law Restricting Use of State Funds for Travel International Travel Support Site: http://ucgo.org Foreign Per Diem Service Now...

In an effort to improve transparency, Office of the President established new reporting standards that require modifications to UCRFS account code structure. These changes will be implemented throughout Fiscal Year 2017. The first set of changes involve the establishment of new revenue accounts in the student fee area. A listing of new revenue accounts is...

There will be a UCRFS Users Group meeting on August 22nd (Monday) from 9:00 a.m.- 10:30 a.m. in Highlander Union building in Room 302 South. The proposed agenda topics include: Banner/AR Update: Update Banner Student Information System implementation and changes impacting the GL (Asirra Suguitan) CASHNet: New Campus Gateway (Asirra) LRSS: PO Invoice Approval Threshold...

Business & Financial Services and Computing & Communications will be hosting a UCRFS Users Group meeting on June 8th (Wednesday) at 9:00 a.m. in the Materials Science & Engineering (MSE) Building, Room 104. The planned topics for discussion are: Banner to GL: Discussion of the Banner Student Information System implementation and changes impacting the GL...

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...

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...