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.
It’s back:Your guide to FYE do’s and dates.
Handily separated out by topic and timeframe, the InfoPacket provides processing details for assuring appropriate payment or accrual to FY 2014. New this year: expanded detail on what you should expect to see on your financial statements.
Description: When a personal expense is charged on a Procurement/Travel card, the charge should be allocated to account 013109, and the reimbursement should be deposited to the same ST and same account 013109, so the charge and deposit could offset to zero. However, in the real world, these are frequently not processed to the same ST/acct. As a result, many balances are sitting in account 013109 that need to be cleared. Many people are not aware of these, or don’t have the knowledge about how to clear them, so we made instructional videos to guide people in the departments through the process of clearing the personal charges sitting in account 013109.
Other members involved in making the videos were Rebekah Martino, and Chris Zetterholm.
Description: I have created a FileMaker database that collects data from currently unrelated campus databases – ISIS, HRMS, and OCG – to track applicant, student, and student financial / appointment information. Applicant information from ISIS/Cognos is uploaded to the database and exported to a Google Drive spreadsheet for faculty to review. Student ISIS/Cognos reports, like the enrolled student and degree reports, are uploaded to track student information each semester. Additional entries are made in the student’s database record to track critical milestones, paperwork, notes, and progress. Graduate student appointments (RA, TA, and GA) are tracked and scheduled to help PPLs monitor the appointments and changes to the appointment funding sources – from OCG data.
