Monday, December 14, 2015

New fee on Foundation demand funds

New fee on Foundation demand funds

Monday, October 5, 2015

Thursday, September 17, 2015

Change to annual ISO processes

Change to annual ISO processes

Thursday, August 20, 2015

New blog platform

Blogger is now being used for the Finance blog

Monday, June 22, 2015

Credit card payments at events

Central will loan a portable terminal to use at events.  

Friday, May 29, 2015


Budgets are due soon.

Friday, April 24, 2015

Relocation Expense Approvals

Covering relocation expenses for a new hire must be approved by the Dean's Office.

Tuesday, April 21, 2015

Chartfield requests and emergency approvers

A reminder, BPEL is no longer the tool to request new chartfields, and CSE now has emergency approvers.

Budget entry key points

The EFS budget module changed minimally, but there are some new things to consider.

Anyone budgeting in EFS, please review the attached document regarding budget entry that Cathy Burke prepared.  Thank you, DJP

PS  Budgets need to be submitted to the college in EFS by June 5th, and fees are due to the college by May 1.

HRMS upgrade summaries

Cathy Burke's upgrade summaries are attached.

The text of Cathy's 4/17 email is below with summaries attached.  Please see Beth Kluge's post-go-live emails to department payroll contacts for possible updates to the contents of these summaries.  DJP

Attached are the summaries of the changes to HRMS and our collegiate processes. PLEASE READ THEM CAREFULLY. Many items have changed since the last time you heard about these, and there have been many clarifications over the last two weeks. (For instance, Time & Labor and Absence Management will route for approval to 9-month faculty over the summer if the faculty record is on a short work break.) These summaries will also be posted to the CSE Finance blog as well.

As the systems go-live, please remember that they will be slow the first few days. It's best to clear your cache before you log in for the first time. If you have any questions or issues as we use the new system, please direct those to your contact in the payroll cluster before calling the helpline.

If you have any questions about the summaries, please let me or Beth know.


Friday, April 10, 2015

Fee Deadline

If you need something to do during the cutover period, fees are do soon. 

Wednesday, March 18, 2015

What we can do during the "cutover"

The period during which the PeopleSoft enterprise systems will be upgraded is the cutover period (roughly April 10-20).  What can we do during this time?

Tuesday, March 17, 2015

Budgeting changes

While the EFS budget module won't change with the upgrade, budgeting will.

Tuesday, March 10, 2015

Tuesday, March 3, 2015

Using CF1s with Foundation funds

It is important to use correct chartfield1s when spending Foundation funds.

Friday, February 13, 2015

Dean's Office Approvals

From this point forward, please send financial documents requiring Dean's Office approval to Cathy Burke.

Wednesday, February 4, 2015

Revised Travel Policy

The University significantly altered its travel policy.

Friday, January 23, 2015

One-up approval

A reminder on one-up approvals. 

Wednesday, January 14, 2015

College policy regarding compensation

In this morning's administrators meeting, we discussed a collegiate policy regarding compensation that has been formalized.

Holiday parties are not allowed on University funds

Central recently sent a memo regarding holiday parties.  
Please see the attached memo from the University's CFO and the Controller regarding holiday parties and take any necessary corrective actions.  To quote:

"The cost of holiday parties is never an allowable expense under University policy.  No expenses for holiday parties can be charged to, or reimbursed from, any type of University funds, public (such as O&M or sponsored) or private (gifts)."

This memo also is being shared with all Department Heads and Center Directors.