UCR

Accounting



Users Group Meetings


Users Group Meetings

Future C&G UG Meetings

  • Date: Monday, Sept. 24, 2018
  • Time: 9:00 - 10:30am
  • Location: Alumni & Visitors Center

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)

July 18, 2018

Agenda

  • Staff Updates
  • Accounts Payable
    • New Invoice Processing Platform
  • eBuy/Procurement Services
    • LVPA Increases
    • 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)

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)

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

August 6, 2018

Agenda

  • Staffing Update (Aver Smith)
  • AB 1887 Prohibited States (Aver Smith)
  • Vendor Specific Agreements (Aver Smith)
  • Group Travel (Dorthea Ford)
  • Credits vs. Refunds (Dorthea Ford)
  • Connexxus Service Fees (Sandra Danford)
  • CTS Card Booking Issues (Sandra Danford)
  • US Bank PO’s (Sandra Danford)

March 22, 2018

Agenda

  • Staffing Update (Aver Smith)
  • Tax Documents Revisited (Aver Smith)
  • Policy Update (Dorthea Ford)
    • Gift Card
    • Moving Relocation
  • Mileage Rate Increase (Dorthea Ford)
  • Hotel Caps (Dorthea Ford)
  • Payments that Require Prior Approval (Sandra Danford)
  • Comparison at the Time of Booking (Sandra Danford)
  • Survey Response Feedback (Sandra Danford)

December 7, 2017

Agenda

  • Staffing Update (Aver Smith)
  • Travel Policy Changes (Aver Smith)
  • Local Policy Update (Aver Smith)
  • Indirect/Interrupted Itineraries (Sandra Danford)
  • ePay PO Backup (Sandra Danford)
  • Vendor Requests (Dorthea Ford)
  • Tax Forms (Dorthea Ford)
  • AP Email Address (Aver Smith)
  • Accounts Payable Contacts (Aver Smith)
  • Survey Results (July ‘17 Meeting) (Ellery Triche)

July 18, 2017

Agenda

  • ePay Categories (Sandy Danford)
  • ePay PO Backup and Smart & Final (Sandy Danford)
  • Traveler Insurance (Dottie Ford)
  • Higher Cost Fees (Dottie Ford)
  • Pre-Paid Items (Dottie Ford & Sandra Danford)
  • AB 1887 Prohibited States (Aver Smith)
  • Vendor Addresses (Aver Smith)
  • Returned Checks (Aver Smith)
  • AP Email Address (Aver Smith)
  • UCR Policy & Procedure Updates (Aver Smith)

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)

December 18, 2015

Future UCRFS Users Group Meetings

  • Date: Friday, December 14, 2018
  • Time: 9:00 - 10:30am
  • Location: Alumni & Visitors Center

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


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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
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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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