Business & Financial Services

Dear Colleagues, Automated notifications from Concur will soon be activated to improve compliance with UCR policy and reduce the number of unreconciled Procurement Card (PCard) transactions. These system-generated reminders will help with timely reconciliation and support accurate department financial reporting. PCard transactions older than 7 days should be reconciled in Concur. Weekly Concur statement reports...

Dear Colleagues, Business & Financial Services recently identified that the Card Aging report was missing some card transactions due to incomplete records in the “Assigned Details” sheet. As a result, the report has been updated, and a new version is now available in iReport as of Friday, 3/14/2025 . Key Updates: "Type of Report" (Column...

Dear Colleagues, The Business & Financial Services (BFS) Insider News delivers key updates and activities related to financial systems, reports, and business processes that support your work. Please take a few minutes to review the latest edition and share it with your departmental teams as needed. Sincerely, Asirra Suguitan Associate Vice Chancellor and Campus Controller...

Dear Colleagues, Please share this message with your staff as appropriate. Effective immediately, new forms and an updated submission process for Manual Salary Cost Transfer (MSCTs) Exception Requests are in place to improve tracking and streamline processing. MSCT Request Requirements To access the new required forms and detailed submission instructions, visit the Manual SCT Exception...

Dear Colleagues, Please share this announcement with your staff as appropriate. Business & Financial Services (BFS) is pleased to announce the latest enhancements to Web Recharge, a platform designed to streamline service requests and billing for over 120 Service Providers across campus. These enhancements improve how departments submit service requests, allow Service Providers to define...

Dear Colleagues, Please share with respective staff: The UCPath SCT process had encountered some defects when SCT transactions were processed through the GL processes: Vacation Leave Assessment (VLA) was applied to restatements of transactions that had originally zero VLA amount. Grad Tuition Remissions were erroneously applied to a few transactions Payroll Coordination & Analysis (PCA)...

Dear Colleagues, We want to inform you of recent Finance and Administration Support portal updates, specifically to the Universal Request form's Service/Business Area dropdown selections. These updates have been made to improve clarity and ensure requests are routed efficiently. Updates to Service/Business Area Selections: "COA Guidance & Cost Transfer Support" has been updated to "COA...

Dear Colleagues, The Business & Financial Services (BFS) Insider News delivers key updates and activities related to financial systems, reports, and business processes that support your work. Please take a few minutes to review the BFS Insider News – January 2025 edition and share it with your departmental teams as needed. Sincerely, Asirra Suguitan Associate...

Dear Colleagues, The UC Office of the President (UCOP) has announced an update to UC Policy G-28: Travel Regulations, reflecting an increase in the mileage reimbursement rate for personal vehicles used for business travel or relocation, in accordance with IRS Notice 2025-5. The new mileage reimbursement rates are effective January 1, 2025. The revised policy...

Dear Financial Systems Users, For your awareness, Information Technology Solutions (ITS) will perform a scheduled data center maintenance event this weekend, from 6 AM on Saturday, January 25, through 6 PM on Sunday, January 26, 2025. During this maintenance window: ITS-managed services will be unavailable due to the physical relocation of equipment. Single Sign-On (SSO)...

Dear Colleagues, Effective January 1st 2025, all Manual Non-Payroll Cost Transfer (NCT) requests must be submitted through the Finance and Administration Support portal under the Service/Business Area “General Accounting & Web Recharge.” This change ensures greater transparency, improved tracking, and processing efficiency. Email requests will no longer be reviewed or monitored. NCTs submitted by email...

Dear Colleagues, Business & Financial Services is excited to announce the upcoming deployment of the revamped annual payroll certification process, supported by a new system set to go live within the next 1–2 weeks. This updated system ensures compliance with federal regulations for verifying salary charges on federally funded projects and replaces the PI Web...

Dear Colleagues, The Impact23 Insider News provides essential updates and activities related to the financial system replacement program. Please take a few minutes to read the Impact23 Insider News – December 2024 edition and share it with your departmental teams as appropriate. Sincerely, Asirra Suguitan Associate Vice Chancellor and Campus Controller Business & Financial Services...

Dear PCard Holder, If you log in to Concur and review the expense section, you will see that we have transitioned to weekly expense reports! For all users who had PCard transactions after 10/25, you will see that many of the new transactions have been posted to “Available Expenses” instead of being assigned to a...

Dear Colleagues, This is a reminder that all PAST DUE monthly PCard reports MUST be approved by Friday, November 15, ahead of the transition to weekly statements. Approval Deadline Financial Approvers must approve the 9/26-10/25 monthly PCard statement and all PAST DUE monthly statements by this Friday. Failure to approve pending expense reports by this...

Dear Colleagues, The Impact23 Insider News provides essential updates and activities related to the financial system replacement program. Please take a few minutes to read the Impact23 Insider News – November 2024 edition and share it with your departmental teams as appropriate. Sincerely, Asirra Suguitan Associate Vice Chancellor and Campus Controller Business & Financial Services...

Dear Oracle Financials Users, Please be advised that Oracle Financials will be unavailable from Friday, November 15, 2024 at 10:00 PM PST until Saturday, November 16, 2024 at 10:00 AM PST. The disruption period is designated for an Oracle Quarterly Release provided by the supplier to update the application, which requires a temporary interruption of...

Dear Colleagues, We apologize for any disruption caused by the transition to weekly PCard statements. Despite testing, some unforeseen issues have arisen. To address these challenges and ensure a smoother process, we have temporarily reverted users back to monthly statements and paused the automated posting of new PCard transactions into Concur. PCard monthly statements for...

Dear Colleagues, Business and Financial Services is pleased to announce enhancements to the UCR Department Report for AP Invoices report. Department users will receive direct email notifications related to specific Invoice Holds as part of the report update. This enhancement aims to streamline communication and provide a comprehensive listing of invoices requiring user action to...

Dear Colleagues, As part of Phase 1 financial system improvements, there is a commitment to enhancing processes to serve the campus community better. A key focus is optimizing the Concur Travel and Expense system, specifically the PCard Expense Report process, for greater efficiency by year-end. Transition to Weekly PCard Expense Reports October monthly statements should...