We continue to hear from staff and faculty regarding their PeopleSoft Finance System experiences – both good (a few of those) and bad (more of these – but that’s what we’re looking for).
Looking for some summer reading? The Office of University Controller (OUC) has a recommendation for you. Starting in August, you can browse through the redesigned OUC website in the new Content Management System (CMS) developed this year for CU System offices. The new site won’t be a mystery read – we classify it as useful non-fiction. We’ll describe new features in detail when we publish.
Congratulations and thanks to Mary Lou Kartis (UCCS) and Lori Bailey (UCB). They shared their experiences with the current finance system and talked about improvements they’d like to see in the new FIN 9.2 system. Their names were drawn in the first of five weekly drawings for Starbucks gift cards.
Have you ever followed cost-sharing guidelines in the past, using the Supporting Foundation Reimbursement procedures in the University Accounting Handbook and the MOA and Invoice Template forms on the OUC Forms page? Good news: You no longer need to submit agreements, budgets, and financial statements to the Office of University Controller (OUC). Instead, you now simply need to obtain the appropriate approval before preparing to cover development-related expenses that will be incurred by non-development staff. At each campus, the Vice Chancellor for Advancement or delegate will be responsible for reviewing the activity/event and providing that approval.
If you’re looking for finance or procurement training, note that the online courses have been reorganized in SkillSoft. The new approach relies on campus and department folders so employees can zero in on courses relevant to their specific location.
CU has embarked on a journey to upgrade its PeopleSoft Finance System … and we at the OUC want you to travel this road with us. In fact, we need you to help us build the road. Your suggestions and feedback will help make the new system and related business processes as useful, efficient, and pain-free as possible.
A record number of submissions made. A record number of submissions posted. And an exciting Expo where CUSP Finalists described their best practices to a host of interested colleagues.
The following topics are on the agenda for the June Controllers’ meeting: Campus updates; July 1 policies/procedures; NACUBO Innovation Award; Proposed signature threshold on contracts; Advancement changes
On the Finance System Calendars tab at www.cu.edu/controller/finance/, you’ll now find two options under the listing, “FY 2014 Year-End Calendar.” You can keep track of all the fiscal year-end deadlines by using the traditional Excel Year-End calendar. In addition, the popular Google Year-End Calendar format from last year has returned for FY 2014.
On Wed, April 23, the OUC was pleased to host an Appreciation Event for instructors in our Continuing Professional Education (CPE) Program. The program provides free CPE credit to the University’s certified public accountants (CPAs), as well as to those with certain other certifications (fraud examiner, etc.). It also offers no-cost professional development and training to employees who are not CPAs.

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