Stay Informed with the Known Issues Tracker
Review the Known Issues Tracker below for the most up-to-date information on current issues affecting financial processes and reports. If you encounter issues not listed, please submit a ticket. You can also submit a ticket for enhancement suggestions, which will be evaluated and prioritized for future updates.
Past Issues
Access past issues, including those that have been closed or resolved with additional guidance, here.
| Work Area(s) | Description | Created Date | PI Impact |
|---|---|---|---|
| Concur |
Departments initiating a change in their approvers for Concur Routing in EACS may not see previously assigned approvers being removed in Concur for users. Specifically, in the case of "Financial Previewer" approvers, some users may still see the old Financial Previewer approver vs. the new one. While an automated technical fix is being developed, manual action can be taken on a user-by-user basis. Departments can enter a ticket to have specific users' approvers corrected to what's in EACS Concur Routing. Since the fix is manual, and time-consuming, please limit requests only to those users most impacted by this bug, either due to the sensitivity of their approvals and/or the frequency of their expense reports. |
06/07/2024 | Low |
| Oracle Budget |
Please note that Period 13 is not currently loading from Oracle Financials into Oracle Budget for FY24. This is currently being evaluated and solved by the Oracle Team. It is expected to be resolved shortly. | 08/15/2024 | |
| Financial Reporting |
Difficulties reconciling the Financial Transaction Detail Report to the Purchase Order Encumbrance Balance Report due to reporting of project burden costs (IDC). We are currently reviewing and assessing options to modify reports as well as working on providing additional guidance on understanding the Oracle version of the reports. Learn more here Expected Resolution: TBD - Report enhancements will be evaluated after the fiscal close. |
1/25/2024 | |
| Non-Salary Cost Transfer (NCT) | Users are sometimes seeing an error message stating "another request(s) in the system" when they are trying to submit a request in the tool. This is commonly found when trying to submit a request that has previously been rejected by the approver. | 4/29/2024 | High - Can cause delays in moving costs to the correct COA |
| Non-Salary Cost Transfer (NCT) | Some users are reporting that when they add lines to a request in the tool, the line amounts are resetting erroneously. | 4/29/2024 | High - Can cause delays in moving costs to the correct COA |
| Non-Salary Cost Transfer (NCT) | In some cases, attachments do not appear visible to the Approver, even when saved and attached by the Transactor. | 4/29/2024 | Low - Workaround is available (please email the attachments outside the system). |
| Oracle Financials - Procurement | Several suppliers have reported that Purchase Orders emailed from UCR via Oracle are ending up in their spam folder. Additionally, some department buyers will receive an "Undeliverable" email in Outlook. We are currently working with Oracle and UCR ITS to troubleshoot the cause of this issue. We recommend that departments contact suppliers separately to ensure they have received our purchase orders. | 5/31/2024 | Medium - since it can cause a delay in POs being fulfilled. |
| Non-Salary Cost Transfer (NCT) | There have been a few cases where the NCT Tool is pulling duplicate lines into the request, which causes a duplicate transfer. BFS is working with ITS to identify the scope and correct the issue. | 7/8/2024 | |
| Oracle Financials - Accounts Payable | Accounts payable has reported an issue with processing invoices that is preventing some supplier payments from being issued. | 7/24/2024 | |
| Oracle Financials- PPM | Some users have reported that there are duplicate rows under "Committed Costs" in Oracle PPM. This will affect the Commitment Amounts in both the Project Overview tile, the detailed line amount, and the amount showing in the ITD Report and PI Summary Report. The issue is under review to determine scope and a solution. | 9/13/2024 | High -
Scope of issue will determine final impact, but can cause remaining uncommitted fund balance to be inaccurate |
| Non-Salary Cost Transfer (NCT) | Some users have reported that transaction rows in the NCT Tool can sometimes differ by a few cents from what is shown in Looker. This will potentially leave a few cents on the original COA after a transfer has been completed. | 9/13/2024 | Low – Differences currently reported are small, and may be under the reporting threshold for C&G |
| Oracle Financials- PPM | Some users have reported receiving the error message "Errors occurred during control budget import. Select the menu action View Control Budget Import Errors to see the detailed messages." when attempting to submit a project budget in Oracle PPM. The issue is under review with Oracle. | 9/13/2024 |
Low – Scope of issue will determine final impact, but reports are not widespread currently |
What is the Finance and Administration Support Portal?
The Finance and Administration Support portal is your starting point for submitting requests for Impact23-related support, spanning Business & Financial Services (BFS), Financial Planning & Analysis (FP&A), and Research and Economic Development (RED), with integration to ITS's ServiceLink for coordination.
Before you Request Help
-
New employees and those transitioning into financial roles must complete training to gain system access.
- Determine your financial system role(s) with your supervisor and complete the training path that is right for you. Learn more at Finance Administration & Practices Training Program.
- Once training is complete, your department's System Access Administrator (SAA) is responsible for assigning roles—BFS cannot do this. For details on your Department's SAA, see Controls & Access.
- If you cannot log into a financial system or access specific modules, most often, staff do not have the correlating system role(s). Please coordinate with your supervisor or SAA to resolve this.
- If you need help navigating or transacting, check with the Community of Practice, your Financial Manager, or review the Training Resources before submitting a ticket.
- When submitting a ticket for reports, include the following background information:
- Report Name, Any Report Parameters Used, Download of report in question, and Name of Browser
- For Looker tickets, attach the Oracle report used to validate the data.
- BFS will perform an initial review, but sometimes items will require technical changes.
- Enhancement suggestions are being tracked and will be reviewed and prioritized for future updates.
- Additional training can be found on the Looker Home Page.
How to Submit a Ticket
- Access the Finance and Administration Support (service-now.com)
- Click on "Request Help" to submit a ticket.
- The Universal Request form will display.
- *Red Asterisks indicate required fields.
- You will automatically appear as the "Requestor." If you're submitting the ticket for yourself, there's no need to make any changes. However, if you're submitting a request on behalf of someone else, please modify the "Requestor" field to reflect that individual.
- Select the appropriate "Service/Business Area" from the dropdown.
Note: To ensure that your request is promptly and correctly directed, it's essential to familiarize yourself with the general description of each service/business area before submitting. Each request follows a unique workflow, so reviewing these descriptions will help in routing your request efficiently.
| Service/ Business Area |
Requests or Inquiries Related-to |
|---|---|
| Budget | The tools and systems involved in our budgeting processes include the Oracle Budget application, the Oracle COA Management application used for Activity/Flex requests, and the established budgeting processes and policies at UC Riverside. |
| COA Guidance & Cost Transfer Support | Using the chart of accounts to meet the requirements for tracking revenue and expenses, make accurate analyses and decisions, and report to government agencies, sponsors, etc. |
| Contracts & Grants | Pre/Post Award inquiries related to processing proposals, setting up awards, and financial management reporting questions for contracts and grants in Oracle. |
| Financial Reporting | Running reports, access to pre-run reports, or reviewing financial data. Information on what report or dashboard to use based on your specific scenarios. |
| General Accounting & Web Recharge | Guidance on accounts and related codes used to classify and record financial transactions in the general ledger, banking activities, capital assets, intercampus transactions, sales and service activities. |
| General Inquiry/Other | Other finance/Impact23-related inquiries or feedback. |
| Payroll Coordination & Analysis | Guidance for areas related to time and attendance, payroll, and the downstream impacts on the general ledger. The unit is also responsible for supporting payroll and general ledger-impacting applications (one-time payment tool, position funding, etc.) |
| Procurement & Accounts Payable | Supplier management, purchasing goods and services, Procurement Card, supplier payments, and guidance on policy requirements. |
| Travel & Expense | Travel/Non-Travel expense reimbursements, Travel & Entertainment Card, non-employee payments (ePay), and guidance on policy requirements. |
| User Access | Access requests, role assignments |
Please provide a "Short Description" with sufficient details supporting your submission, request, issue, or inquiry. This may include PO or Invoice numbers, Project numbers, hyperlinks, and other relevant information.
- We highly encourage you to attach any relevant information or screenshots that can assist our agents in gaining a better understanding of the issue and effectively troubleshooting it.
- Click "Submit."
How to Check Request Status
- To keep track of your requests, click the "View My Tickets" link in the header and select a ticket.
- The workflow/request status is available in the upper right-hand corner.
Please refer to the following support sites for documentation relating to the various campus systems. Problems encountered while using each systems can be reported to the feedback emails noted below.
| System | Support Site | Feedback |
|---|---|---|
| AMS (Asset Management System) | Support Site | amsfeedback@ucr.edu |
| Concur Travel and Expense | Support Site | travelfeedback@ucr.edu |
| Connexxus Travel Program | Support Site | uctravel@ucop.edu |
| EACS / SAA (Enterprise Access Control System / System Access Administrator) | Support Site | saaupdate@ucr.edu |
| ePay | Support Site | epayfeedback@ucr.edu |
| iReport | Support Site | ireportfeedback@ucr.edu |
| LRSS (Ledger Reconciliation & Storage System) | Support Site | lrssfeedback@ucr.edu |
| Overdraft Control Tool | Support Site | |
| PAMIS (Proposal & Award Management Information Systems) | Support Site | |
| PIWRS (PI Web Reporting System) | Support Site | piwrsfeedback@ucr.edu |
| UCRFS (UCR Financial System) | ucrfsfeedback@ucr.edu |
As part of the Business & Administrative Services organization, the mission of the division of Business and Financial Services (BFS) is to support research, instruction, and public service by providing prompt, reliable business services, financial services, and related information while balancing compliance with applicable laws, regulations, and policies.