On June 23, 2017, the California Attorney General (CAG) office added the following four states to the AB 1887 travel prohibition: Alabama Kentucky South Dakota Texas As an effective date was not explicitly identified by CAG, Office of the President has instructed the campus to use an effective date of 6/23/17 for the purposes of...
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...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | UCRFS Users List
As part of campus Organizational Excellence and Lean thinking processes, Business & Financial Services and Computing & Communications are pleased to announce the deployment of a new web-based Asset Management System (AMS) to replace the aging IBM mainframe Equipment Management System (EMS). The goal of AMS is to provide equipment custodians with a user-friendly and...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) and David Gracey (Deputy CIO, Enterprise Solutions) | | MSO Admins, SAA Announce Users List
In support of UCR's ongoing Operational Excellence and Lean Thinking initiatives, the Accounting Office and Computing & Communications (C&C) are pleased to announce the availability of a Contracts and Grants Accounts Receivable Report. The goals of the report are to provide transparency on billing of sponsored contract and grant agreements, provide the status of outstanding...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) and David Gracey (Enterprise Solutions, Computing & Communications) | | MSO Admins, PIWRS Users List, SAA Announce Users List
A C&G Users Group meeting will be held on Tuesday, May 16th from 9:00 a.m. - 10:30 a.m. in UCR's Alumni & Visitors Center. The proposed agenda topics include: Demo for New Salary Drilldown Functionality in Certification and PIWRS - Salary Drilldown (David Gracey) Payroll Certification Cost Notes - Best Practices (Pauline Librenjak) Demo of...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | PIWRS Users List
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
TO ALL DEPARTMENTS CURRENTLY BILLING ONLINE THROUGH BANNER: Effective February 15, 2017, the term on Banner will change to 201720 (Spring 2017). Please be sure to post any charges and/or cancellations/reversals on or after February 15, 2017 in the appropriate term, 201720 (Spring 2017).
TO ALL DEPARTMENTS CURRENTLY BILLING ONLINE THROUGH BANNER: Effective May 15, 2017, the term on Banner will change to 201730 (17U). Please be sure to post any charges and/or cancellations/reversals on or after May 15, 2017 in the appropriate term, 201730 (17U).
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...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | MSO Admins, UCRFS Users List
Computing & Communication and Business & Financial Services are pleased to announce the following ePay enhancements were deployed today, March 27th. To ensure consistency with campus guidelines, attachments are no longer be required for ePay requests involving meals when the total ePay request is less than $75. ePay Transactors have the ability to “recall” ePay...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) and David Gracey (Enterprise Solutions, Computing & Communications) | | MSO Admins, ePay Transactors Users List
With the approval of the City of Riverside's Measure Z in November 2016, new sales tax rates go into effect on April 1, 2017. The new tax rates will impact department procurement transactions and department sale of goods/merchandise. On April 1, 2017, sales tax rate in the City of Riverside will increase by 1% from...
In preparation for UCPath, there will be a series of changes made to the TARS environment over the coming months. The Accounting Office and Computing & Communications are pleased to announce the following enhancements to help facilitate the DTAAs' review of timesheets. DTAA Summary Grid Changes Grid has been expanded to display hours worked and...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) and David Gracey (Enterprise Solutions, Computing & Communications) | | MSO Admins, TARS Users List
Please review the following message from the UC Central Travel Office regarding a platform change that will impact some booking dates in May. --------------- Connexxus Travel Program Update --------------- Southwest Airlines is in the process of updating their booking platform and the change will take effect on May 8th. Unfortunately, this means that any Southwest...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | Travel Coordinators User List
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...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | MSO Admins, UCRFS Users List
The Accounting Office is pleased to announce training for new travel coordinators on March 7, 2017 from 8:30 am to 3:00 pm at the UC Intellicenter. The training will cover UC Business & Finance Bulletin G-28 Travel Policy, UCR Policy & Procedure 900-20, the UC Connexxus booking tool, and iTravel (web-based travel reimbursement system). Participants...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | Travel Coordinators User List
Please see the list of upcoming Travel Webinars providing by UC's Central Travel Management team. --------------- UPCOMING WEBINARS --------------- February 16th 1130AM: Introduction to Connexxus - New to UC? New to Connexxus? Join us and explore the benefits of UC's managed travel program and how to get the most out of the Connexxus portal. Noon...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | Travel Coordinators User List
Electronic copies of the 2016 form 1095-C, to document health care coverage for tax purposes, are now available to all employees on AYSO (At Your Service Online). For individuals electing to receive paper forms, the IRS provided an extension for mailing paper copies to March 2, 2017. Below are links to additional information: Notice Regarding...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | Faculty, Staff, Students
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...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | UCRFS Users List
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...
By Bobbi McCracken (Associate Vice Chancellor for Business & Financial Services and Controller) | | UCRFS Users List
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...
