UCR

Accounting



Users Group Meetings


Users Group Meetings

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)

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)

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

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)

January 11, 2017

Agenda

  • Welcome (Bobbi)
  • Accounts Payable Staffing Update (Bobbi)
  • Foreign Per Diem Meals & Incidentals (Bobbi)
  • New State Law Restricting Use of State Funds for Travel to Certain States (Bobbi)
  • International Travel Support Site (Dottie/Sandy)
  • Sponsorships (Aver)
  • Retention of Original Travel/ePay Receipts (Bobbi)
  • Service Now Vision/Plans (David)
  • Travel metrics (Bobbi)

August 24, 2016

Agenda

  • New Travel and ePay Feedback Tool (David Gracey and Amber Jones)
  • View Open items iTravel and ePay Demo (David Gracey)
  • Registration, memberships, & subscriptions (Vicki Gonzalez, Accounting-Financial Services Analyst-Accounts Payable)
  • ePay PO Backup requests (Vicki Gonzalez)
  • Smart & Final and Costco (Vicki Gonzalez)
  • Pre-paid expenses (Sandy Danford)
  • New Vendor Requests/Address Updates (Sandy Danford)
  • Receipt Requirements: Foreign Per Diem Meals & Incidentals (Bobbi McCracken)
  • Business & Financial Services Service Level Agreement FY2017 (Bobbi McCracken)
  • Accounts Payable Staffing Update (Bobbi McCracken)

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


More Information

General Campus Information

University of California, Riverside
900 University Ave.
Riverside, CA 92521
Tel: (951) 827-1012

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Accounting Office

Physical Address:
14350 Meridian Parkway, Riverside, CA 92518
Visitors to the IntelliCenter must be registered in advance

Mailing Address:
UC Riverside, Accounting Office-002
Riverside, CA 92521

Office Hours:
Mon-Fri (8:00 am - 5:00 pm)
Sat-Sun (Closed)

Tel: (951) 827-3303
Fax: (951) 827-3314
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