Business & Financial Services

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...

Dear Colleagues, As we wrap up the first year with UC Riverside's new chart of accounts and financial systems, the Impact23 Program Team seeks your feedback to drive improvements. Your insights are invaluable in refining our financial systems and ensuring they align with the needs of our campus community. Survey Details: The survey aims to...

Dear Colleagues, July and August 2024 month end ledgers are now officially closed. The related Financial Transaction Detail Reports (FTDR) and Prime PI Summary reports for 2024-07 and 2024-08 have been published and are available in R’Space under the Tools section “ Financial Web Reports”. Some notes and reminders about the July and August reports...

Dear Colleagues, Thank you for your patience as we worked through the first fiscal closing on Oracle. The June 2024 Period 13 (formerly 998) fiscal year end ledgers are now officially closed. The related Financial Transaction Detail Reports (FTDR) and Prime PI Summary reports for 2024-06_Period 13 Final have been published and are available in...

Dear Colleagues, We are pleased to invite you to the next Impact23 User Group meeting, which is scheduled for Tuesday, October 15, at 11:00 a.m. The meeting will be hosted online via Zoom, and you can join us at the following link: https://ucr.zoom.us/j/95258965548. Meeting Topics: Functional/Financial System Updates (e.g., Contracts & Grants, Financial Planning &...

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 – September 2024 edition and share it with your departmental teams as appropriate. Sincerely, Asirra Suguitan Associate Vice Chancellor and Campus Controller Business & Financial Services...

Dear Colleagues, Please share with your respective staff. The SOM (School of Medicine) building will undergo a planned power outage on Monday, September 23, from 7:00 PM until 1:00 AM the following morning for a generator test. Due to this outage, ITS will shut down the data center in the SOM building, impacting EACS and...

Dear Colleagues, The updates to Oracle Financials - Procurement notifications have been successfully implemented. Internal notifications, such as requisition approvals, FYI notifications, and PO delivery, are now sent from noreply@financials.ucr.edu. Supplier registration emails have also transitioned to this address. All prospective suppliers will receive registration requests from noreply@financials.ucr.edu with the subject "FYI: Supplier Contact User...

Dear Colleagues, I am pleased to inform you that the updates to Looker - Finance data have been successfully implemented. Please share the following key changes with your teams as needed: Removal of Ledger Effective Date replaced with Accounting Date (per feedback provided by campus departments) Addition of Account Sequence Number Conversion of Dimensions to...

Attention Colleagues, The Prospective Supplier/Payee Status Report (Dept) has been updated! This report can be used to identify supplier login information and check on the status of a supplier. The new updates to the report increase its clarity and usability. The Action Reason column: Displays comments from change requests, even if the profile change request...

Dear Colleagues, We are excited to announce that the "Concur Approved Cards" report has been enhanced! The updated report will be posted (iReport > General Operating Reports > Concur Departmental Reports) for users on Monday, 8/5. Summary of Updates: Displays legacy PCard holders! Eliminates repetitive data. Shows the last four card numbers, the Name on...

Dear CFAOs, Please share with your teams as appropriate. Action Item: Report FY2024 Cost Share on Manual form for Costs Not Recorded in Project Portfolio Management (PPM), Project -099 Due by August 30, 2024 We apologize for providing the Cost Sharing Guidance late in FY2024. Therefore, a manual workaround has been created to track these...

Dear Colleagues, A new UCR domain will be implemented in the coming days, impacting all email notifications from Oracle Financials - Procurement. This change is necessary to improve email deliverability and address issues experienced by some campus users. What to Expect: New Email Address: All requisition approvals, FYI notifications, and PO delivery notifications will now...

Dear Colleagues, The Impact23 team is pleased to announce the deployment of the Non-Payroll Cost Transfer application. The Non-Payroll Cost Transfer is the new method to move non-payroll costs. The application will ensure the transfers: Conform to pre-established business rules Provide an audit trail of transferred costs Contain supporting documentation such as approvals, comments, and...