Business & Financial Services

User Group Meetings

This website provides a listing of all upcoming and prior user group meetings presented by the Business & Financial Services division and is organized by individual user group meeting topics. Updates will be made to this website periodically as new user group meetings are announced and as presentation files are made available following each meeting.

C&G User Group Meetings

No Upcoming Meetings

August 06, 2020

Agenda

  • Foreign Influence Update
  • F&A and CBR Update
  • COVID Salary Flexibility (idle time) Under OMB 20‐26
  • C&G COVID Website
  • NCURA Training – Life Cycle of an Award Series
  • NCURA “YouTube Tuesdays”
  • Unallowable Costs
  • PIWRS and Annual Payroll Certification Schedule
  • Q&A

 

December 13, 2019

Agenda

  • Federal Disclosures
  • Research Development
  • Fellowship and Training Awards
  • Unauthorized Purchases
  • UCPath GL Update

 

September 17, 2019

Agenda

  • Welcome – Pauline Librenjak
  • Reports and Tools Available to Analyze C&G Data – Pauline Librenjak and Patrice Delgado
  • SPA Announcements – Charles Greer
  • C&G Management (Interactive Segment) – Pauline Librenjak
  • Principal Investigator Web Reporting System (PIWRS) and Annual Payroll Certification (PRC) Timeline and Update  –  Pauline Librenjak
  • UCPath/UCRFS/SuperDOPE Questions and Answer Period –  Bobbi McCracken

June 21, 2019

Agenda

  • Welcome – Pauline Librenjak
  • Contract & Grant BEAs/Re‐budgeting/Award Close‐out – Lauren Gonzalez  and Montrice James
  • Cost Share Reporting Best Practices – Kimberly Gala  and Pauline Librenjak
  • PreAwards/Salary Cost Transfers– Bobbi McCracken
  • Fiscal Year End Closing Notes – Linda Casteel

March 18, 2019

Agenda

  • Welcome – Pauline Librenjak
  • Contract ∓ Grant Common Questions – Lauren Gonzalez, Montrice James, and Kimberly Gala
  • SPA Announcements – Cynthia Wells
  • Journal Documentation System – Pauline Librenjak
  • PIWRS and PRC Timeline Changes – Pauline Librenjak
  • GL and SuperDope Sync Update – Bobbi McCracken

December 17, 2018

Agenda

  • Welcome – Pauline Librenjak
  • Intramural Multi‐Campus Awards – Linda Casteel
  • Overview of SCT and Other C&G Cost Transfers – Fred de Vera
  • PIWRS Update and Projections Demo - Bobbi McCracken and Brian Griffin
  • SPA Announcements – Cynthia Wells

September 24, 2018

Agenda

  • Welcome - Cynthia Wells
  • SPA Announcements and Lessons Learned
    • Notice of Award
    • Citizenship Restrictions
  • Subawards / Multi-Campus Awards - Linda Casteel and Charles Greer
  • PIWRS Update and Projections Demo - Bobbi McCracken and Brian Griffin
  • UC Path - Elizabeth Carr
    • Update and Overview of the FAU Mgmt Tool
    • pdate and Overview of the SCT Tool

May 8, 2018

Agenda

  • Welcome - Pauline Librenjak
  • EMF Introductions - Pauline Librenjak
  • RED Introductions - Allison Ramos
  • Fabrications - Steven Staples
  • Demo of FAU Management Tool - Elizabeth Carr
  • Update on SCT Management Tool - Bobbi McCracken
  • Demo of PIWRS - Brian Griffin
  • Fiscal Closing
    • Key FY Closing Dates - Pauline Librenjak
    • Fund Overdrafts - Fred de Vera
    • Accruals and Deferrals; PAMIS BEAs - Linda Casteel

March 12, 2018 - Special PIWRS Demo

Agenda

  • Background
  • Report Types
  • EACS Roles
  • PIWRS Coordinator Functionality
    • Temp Ledger FAU Grid
    • Department Defined Grid
  • Projections
  • Distribution Timeline
  • Q&A

November 14, 2017

Agenda

  • Overview of Temporary Intercampus or Multi-campus Appointments: UPay 560T Form - Charles Greer and Pauline Librenjak
  • UC Research Initiatives - Linda Casteel
  • Payroll Certification OIG Audit Update - Bobbi McCracken
  • Composite Benefit Rate - Matt Hull
  • Subaward Workflow Through Accounting - Fred de Vera
  • Know and Understand the Terms & Conditions of Awards - Fred de Vera
  • EMF Campus Department Outreach - Fred de Vera and Rose Alonzo-Le
  • Payroll Cost Transfers After UC Path Implementation - Bobbi McCracken
  • Sponsored Programs Administration Announcements - Cynthia Wells

May 16, 2017

Agenda

  • Demo of New Salary Drilldown Functionality PR Certification and PIWRS (David Gracey/Bobbi McCracken)
  • Cost Notes – Best Practices (Pauline Librenjak)
  • Demo of ABS Aged Accounts Receivable Report (Pauline Librenjak)
  • PAMIS New Award Processing (Linda Casteel)
  • Fiscal Year Close – Accruals/Deferrals (Linda Casteel)
  • Fund Overdrafts (Fred de Vera)
  • Exceptional Cost Transfers (Pauline Librenjak)
  • Update on PRC Audit (Bobbi McCracken)
  • Asset Management System – Announcement and Implementation Schedule (Steve Staples)

September 12, 2016

Agenda

  • Payroll Certification Audit Update (Bobbi McCracken)
  • Tools to Monitor C&G Balances (Bobbi McCracken)
  • C&G Related Cost Transfers (Pauline Librenjak)
  • Student Payments (Pauline Librenjak)
  • New C&G Training - Preaward Administration (Charles Greer)
  • BFS-EMF Service Level Agreement FY2017 (Bobbi McCracken)
  • PIWRS Enhancement Update (Bobbi McCracken)
  • C&G Lean Book Club Interest (Bobbi McCracken)

eBuy/AP User Group Meetings

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No Upcoming Meetings

November 20, 2019

Agenda

  • Transcepta Update
  • Gift Giving Guidelines
  • Matching Rules
  • Invoice Payment Processing
  • PR Pre-Approval Process
  • Foreign Transactions
  • eBuy Standard Formats & Codes
  • Shuttle Service Update

August 5, 2019

Agenda

  • Staff Updates
  • Vendor Maintenance
  • Transcepta Overview
  • Transcepta & eBuy Standards
  • Ebuy|Standard Format Examples
  • User Group Meeting Dates Update

March 28, 2019

Agenda

  • Staff Updates
  • Independent Contractor Agreements
  • Furniture Purchasing
  • Hybrid Pro-Card FAQ's

January 11, 2019

Agenda

  • Staff Updates
  • Independent Contractor Agreements
  • Obtaining Campus Building Permits
  • ProCard Expanded Use: Air and Hotel

July 18, 2018

Agenda

  • Staff Updates
  • Accounts Payable
    • New Invoice Processing Platform
  • eBuy/Procurement Services
    • LVPA Increase
    • Unauthorized Purchases
    • eCatalog Content Management
  • Uniform Guidance Requirements
  • Q&A

March 20, 2018

Agenda

  • Staff Updates
  • Feedback Results (December 2017 Meeting)
  • UCR Procure-to-Pay (P2P) Process

December 14, 2017

Agenda

  • July ‘17 Users Group Survey Results
  • Staffing Update
  • Pro-Card Optimization Update
  • UC Policy Changes (BUS 43)
  • Vendor Requests
  • AP Email Address
  • Accounts Payable Contacts
  • Q&A

July 12, 2017

Agenda

  • Staffing Updates
  • eBuy & Procurement Services
  • UCR Policies & Procedures
  • Future Campus Training Opportunities
  • Q&A

January 9, 2017

Agenda

  • Welcome and Agenda (Bobbi)
  • Staffing Update (Bobbi)
  • Sales Tax Rate Changes (Bobbi)
  • Service Now Vision/Plan and Demo (David)
  • Freight on DAPOs/POs (Gae)
  • FAU Change Order Enhancement (Josh)
  • apinvoice@ucr.edu Utilization Guidance (Aver Smith)
  • Invoice Approval Tool Status (Aver Smith)
  • Sponsorships (Aver Smith)
  • ProCard Utilization Feedback (roundtable discussion)
    • Feedback (Bobbi)
    • VCSA Analysis (Susana)
  • Questions
  • Blanket POs/DAPOs (Gae Purvis)**If time permits**

October 3, 2016

Agenda

  • Staffing Update (Bobbi McCracken)
  • Service Level Agreement (Bobbi McCracken)
  • Procurement to Payment Best Practices (Bobbi McCracken)
  • Vendor Invoices (Aver Smith)
  • Fair Wage/Fair Work (Gae Purvis)
  • Prevailing Wage (Gae Purvis)
  • New eBuy Business Rules: Invoice approval threshold, FAU change orders, vendor change orders (Bobbi McCracken)
  • New eBuy Invoice Approver Role Demo (Aver Smith and Josh Hoerger)

PPS User Group Meetings

No Upcoming Meetings

October 27, 2016

Presentation Files

Agenda

  • 2017 Open Enrollment - Benefits Lead – Tina Rodriguez
  • Compensation Updates – Principle Compensation/Classification Analyst – Scott Biggerstaff
  • Department of Labor – New Overtime Rules Salary Limits and Reclassifications - Principle Compensation/Classification Analyst – Scott Biggerstaff 
  • PPS Changes - Payroll Director, Gabe Nwandu
    • 28 employees who will convert to non-exempt and also require transition from monthly to bi-weekly pay cycle
      • 11/14 and 11/15: End existing MO appointment and distributions for all employees transitioning from MO to BW as of 11/19/2016.  This will enable time roster created on 11/16/16 to pro-rate November MO earnings from 11/1 to 11/19.
      • 11/16 thru 11/23: Process vacation cash out applications and schedule payments for 12/1/16 MO payroll.
      • 11/29 and 11/30: Add new BW appointment/distribution effective 11/20/2016 and change FLSA code to non-exempt.  This action will add affected employees to the time roster and issue biweekly TARS timesheets for BW reporting period 11/20-12/3.
  • 16 employees who will convert to non-exempt but are already paid hourly and on the bi-weekly pay cycle
    • 11/29 and 11/30: End existing apt/dist on 11/19/16.  Add new BW apt/dist effective 11/20/2016 and change FLSA code to non-exempt.
    • 19 employees who will remain exempt, but require increases to achieve the $47,476 salary basis
      • 11/14 and 11/15: Add new distribution effective date of 12/1/2016 with new dist. pay rate and new apt. annual rate.  Scott Biggerstaff confirmed that the effective date of the rate increase is 12/1/16 (paid 1/3/17).
  • Academics Transitioning into TARS - UCPath Lead AP SME - Sherice Underwood
  • New FLSA Guidelines - Exempt Employees Transferring to Non-Exempt - UCPath Lead AP SME - Sherice Underwood
  • UCPath Data Conversion – Payroll Director, Gabe Nwandu

August 23, 2016

SAA User Group Meetings

No Upcoming Meetings

October 7, 2016

Agenda

  • Application Access Overview by SAA type (Bobbi McCracken)
  • Time & Attendance Reporting System (TARS) Student Employee PPS SSN & SIS SSN Considerations (Amber Jones)
  • Service Now Demo (Amber Jones)
  • New Banner Department Billing Role (Asirra Suguitan)
  • Ledger Reconciliation & Storage System (LRSS) User/Matrix Setup and Updates (Bobbi McCracken) 
  • Travel Routing Best Practice (Bobbi McCracken)
  • Removing EACS Roles Considerations (Bobbi McCracken)
  • New eBuy Invoice Approver Role (Bobbi McCracken)
  • eBuy Invoice Approval Demo (Josh Hoerger)

SuperDOPE User Group Meetings

No Upcoming Meetings

Jan-Feb, 2018

Agenda

  • SuperDOPE Version Comparison - Bobbi McCracken - BFS
  • New User Interface - Elizabeth Carr - BFS
  • Application Updates - Alfred Karam - BFS
  • Building Queries Demos
    • Elizabeth Carr - BFS
    • Bobbi McCracken - BFS
    • Deb Terao - CNAS
  • Communications and Updates - Alfred Karam - BFS

UCRFS User Group Meetings

Upcoming Meetings

  • Date: 
  • Time:
  • Location: 

May 12, 2022 - Virtual

Agenda

  • Impact23 Program
  • Stakeholder Analysis Survey​
  • System Design Updates​
  • Fiscal Closing ​

March 6, 2020

Agenda

  • Inventorial Equipment Update
  • Review BFB‐BUS‐38 Disposition of Excess Property and Transfer of University – Owned Property
  • CCRRS and Credit Card Reconciliation
  • Modification to PCT Tool
  • UCPath Positions – Understanding and Using Current & Future Funding Report
  • UCPath General Ledger Update

December 6, 2019

Agenda

  • Treasury Update
  • Foreign Transactions
  • Update on Outstanding EIMRs
  • Campus PCI Validation 2020
  • Banner Billing Chargebacks
  • UCPath General Ledger Update
  • Questions

September 10, 2019

Agenda

  • Welcome – Pauline Librenjak
  • Campus Business Services Update – Mike Clemons
  • Asset Management System/Equipment Inventory Modification Request (EIMR)-Refresher and Update --Jerry Monahan and Charmane Custodio
  • UCPath/UCRFS/SuperDOPE Question and Answer Period – Bobbi McCracken
  • Alcohol Purchases and Unrestricted Funds – Pauline Librenjak
  • Paymode-X – Pauline Librenjak
  • Questions

June 14, 2019

Agenda

  • Welcome – Pauline Librenjak
  • UCPath/UCRFS/SuperDOPE Update – Bobbi McCracken
  • CCRRS and Credit Card Reconciliations – Asirra Suguitan
  • General Accounting Introductions – Jerry Monahan
  • Asset Management System (AMS) Update – Jerry Monahan
  • Cost Center and Project Code Updates – Jerry Monahan
  • Encumbrance Update – Jerry Monahan
  • Journal Documentation System – Pauline Librenjak
  • Fiscal Year Closing – Pauline Librenjak
  • Accrual and Deferral Refresher – Linda Casteel

March 4, 2019

Agenda

  • Welcome – Pauline Librenjak
  • ScotSupply Update – Mike Clemons and Team
  • Systems Access Administrator (SAA) Updates – Jerry Monahanr
  • Correction Decisions – Linda Casteel
  • Equipment Inventory Modification Request (EIMR) – Michael Mochache
  • SuperDope Demo and Tips – Elizabeth Carr
  • ProCard Transfer (PCT) Best Practices – Pauline Librenjak

December 14, 2018

Agenda

  • Welcome – Pauline Librenjak
  • Anticipating an Incoming Wire/ACH? – Jerry Monahan
  • FAU and SCT Update and Demo – Elizabeth Carr
  • UCRFS TOTALS Update and Demo – Brian Griffin
  • New Process for Chargebacks and Returned Checks – Asirra Suguitan
  • PCI Update – Asirra Suguitan
  • LRSS Certifications – Bobbi McCracken
  • General Ledger Update – Bobbi McCracken

September 11, 2018

Agenda

  • Event/Conference Registration System - Asirra Suguitan
  • CashNet eMarkets/Payment Portal - Asirra Suguitan
  • PCI Update - Asirra Suguitan
  • Banner Dept. Billing/Banner9 Update - Asirra Suguitan
  • Tour of Accounting’s Website - Linda Casteel
  • General Ledger: UC Path Update - Bobbi McCracken

May 30, 2018 - Salary Cost Transfer (SCT) Demo

Agenda

  • General Information
  • UC Policy on Cost Transfers
  • EACS Roles
  • SCT Request Tool Process Flow
  • Pending Functionality

May 21, 2018

Agenda

  • FAU Management Tool Demo - Elizabeth Carr
  • PIWRS Demo - Brian Griffin
  • Guidance on Requesting UCR's W-9 - Aver Smith
  • Credit Card Reconciliations - Suzanne Bailey and Carolyn Watson
  • Best Practices on NCTs (Non-Payroll Cost Transfers) - Jerry Monahan
  • Best Practices on Project Codes and Cost Centers - Jerry Monahan
  • Sales & Service FYE Budget Entries - Jerry Monahan
  • UCRFS Ledger Report Overview  - Linda Casteel and Deb Terao
  • FY2018 Closing
    • Key Closing Dates - Pauline Librenjak
    • Accruals and Deferrals - Linda Casteel

April 25, 2018 - Special UCPath Related Updates

Agenda

  • Tools and Applications Update
  • Known Issues
  • Ledger Reconciliation Processes
  • Q & A

March 14, 2018

Agenda

  • Composite Benefit Rate Update
  • Accruals and Deferrals – Preparing for Fiscal Closing
  • Anticipating an Incoming Wire/ACH?
  • UCPath GL Related Updates
    • Salary Cost Transfer
    • GL Data Issues
    • PIWRS/PRC
    • SuperDOPE
  • UCPath FAU Change Request Tool & Demo

October 26, 2017

Agenda

  • Composite Employee Benefits - Matt Hull
  • UCPath Default Department FAUs - Bobbi McCracken
  • Intercampus Order/Charge (IOC) - Jerry Monahan
  • Interlocation Transfer of Funds (ITF) - Jerry Monahan
  • Using the Appropriate GL Account Numbers for Inventorial Equipment vs. Non-Inventorial Equipment - Jerry Monahan
  • CASHNet eMarkets - Asirra Suguitan
  • Banner Reports - Asirra Suguitan
  • UCRFS Totals and SIS Drilldown - Rhonda High

June 22, 2017

Agenda

  • Banner Reports - Asirra Suguitan
  • Banner Reconciliation - Asirra Suguitan
  • Credit Card Merchant Info - Asirra Suguitan
  • Importance of Making Deposits by Noon on June 28th and Clearing CCRRS - Asirra Suguitan
  • Critical due dates for Fiscal Year Close - Pauline Librenjak
  • Accruals & Deferrals - Linda Casteel
  • Review Fiscal Year Templates - Jerry Monahan
  • Encumbrance Overview - Jerry Monahan
  • Accounts Payable Payment Inquiries - Aver Smith
  • Asset Management System - Steve Staples 

March 27 & 30, 2017

Special UCRFS UG Meeting - UCPath and the Future Operating Model (FOM) 

January 12, 2017

Agenda

  • Welcome (Bobbi McCracken)
  • New Revenue Accounts (Bobbi)
  • Banner Reconciliation Tools:  iReport, Cognos, Totals (Asirra Suguitan)
  • Banner Department Billing Overview (Josh Hoerger)
  • Ledger Reconciliation Best Practices (Bobbi)
  • Sales and Use Tax Rate Changes (Bobbi)
  • ServiceNow Vision/Plan (Bobbi)
  • ProCard Utilization (Bobbi)
  • Questions

August 22, 2016

June 8, 2016