Business & Financial Services

TO ALL DEPARTMENTS CURRENTLY BILLING ONLINE THROUGH BANNER: Effective August 16, 2018, the term on Banner will change to 201840 (Fall 2018). Please be sure to post any charges and/or cancellations/reversals on or after August 16, 2018 in the appropriate term, 201840 (Fall 2018).

As you may be aware, June was the first pay period under UCPath where there were significant Summer Salary transactions (i.e. academic appointees summer research, summer administrative service, and/or summer session teaching). These transactions revealed the follow general ledger related issues: 1) charges to incorrect FAUs, and 2) the incorrect application of the Composite Benefit...

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...

On June 1, 2018, Oklahoma was added to the list of prohibited states for state-funded and state-sponsored travel (California AB 1887) by the California Attorney General (CAG). As you may recall, certain states (Alabama, Kansas, Kentucky, Mississippi, North Carolina, South Dakota, Tennessee, Texas, and now Oklahoma) have laws that discriminate against LGBTQ people. For more...

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...

Effective July 1, 2018, Student Business Services (SBS) Late Fee will increase from $12.50 to $25.00 per month on miscellaneous (Parking, Library Fines, Emergency Loan installments, Financial Aid/Stipend Invoice charges, etc.) delinquent account charges (does not apply to tuition/fees late payments or housing charges). This fee has not increased since the late 1990’s.

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...

The Accounting Office and Information Technology Solutions are pleased announce the availability of a new locally generated report titled Position Current and Future Funding. The report is intended to assist departments with their financial management responsibilities by easily providing users with the ability to verify current FAU used to fund positions and view the effective...

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...

TO ALL DEPARTMENTS CURRENTLY BILLING ONLINE THROUGH BANNER: Effective May 16, 2018, the term on Banner will change to 201830 (Summer 2018). Please be sure to post any charges and/or cancellations/reversals on or after May 16, 2018 in the appropriate term, 201830 (Summer 2018).

Spring 2018 graduating seniors and students not enrolled and/or falling below half time status for Spring 2018 must complete their exit requirement. Federal law requires exit counseling be completed by all student loan/scholarship recipients. To complete exit counseling, please visit our website here.

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...

Based on feedback from users, the accelerated schedule for PIWRS reports and Payroll Certifications has been revised. The revised schedule will allow PIWRS Coordinators additional time to review the information before the reports and certifications are distributed to PIs. The updated schedule provided below identified the revised dates in red. Please note projections are not...

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...

The UC Policy Office has issued revisions to the Moving Policy (BFB G-13) and Employee Noncash Awards (BFB G-41). Please see the attached memo from Office of the President including the revised policies. The revised policies are also available via the following links: Moving: https://policy.ucop.edu/doc/3420347/BFB-G-13 Employee Noncash Award: https://policy.ucop.edu/doc/3420353/BFB-G-41 Please direct questions to epayfeedback@ucr.edu. Attachments...