Publication & Printing Services’ documents are now available for viewing via Management Reports located under ‘Financial & Business Services’ in CIS.  Should you experience a ‘Document Not Found’ error message when using the spyglass to access a document, please wait for a day or two as the document may need to be scanned.  However, if you believe that sufficient time has elapsed for this to occur, contact the Publication & Printing Services department at 581-6171.

A new WEB Server now hosts the University Financial Applications (Management Reports, Chartfield Lookups, etc.). This change should be transparent to the End-User.

Please contact someone in Financial and Business Services immediately if you experience any problems. 

As a reminder, effective July 1, 2008, GL Business Unit 03 should not be used.  All general ledger transactions for the University Neuropsychiatric Institue (UNI) are now being directed to new Orgids in Business Unit 02.  If you need help to determine the correct chartfield to use for UNI related entries, please contact Cori Phillips at 587-3133.

Financial and Business Services is excited to announce the addition of the “Payment Card Acceptance/eCommerce” pages to its Web Presence.  You can view the new content at http://fbs.admin.utah.edu/index.php/payment_card.  This additional information will be helpful for departments across the University,  as they engage in business transactions using either Payment Cards or eCommerce.

We are pleased to announce the launch of two new queries in the Financial and Human Resources Information Library, under a new PROCURE/PAYMENT category:

• PO’s not Vouchered by Org - Lists Purchase Orders where no PO vouchers have been created.
• Unpaid PO Vouchers by Org - Lists Purchase Order vouchers that have not been paid.

These queries are available to users with Management Report Security at the OrgID level or above. You can access the Information Library from either the Financial Information Library or Human Resources Information Library link on the Campus Information System. Check out the query details from the “Description” tab.

Financial and Business Services is pleased to announce two training opportunities that were recently added to the roster.  Internal Controls workshop will be held on November 10, from 2:00 – 3:30 p.m.  This workshop is intended for business officers who are responsible for implementing internal controls in their areas and want to learn more about what contributes to an effective control environment.  Endowments 101 will be held on November 17, from 2:00 – 4:00 p.m.  This workshop is intended for business officers and development professionals who would like to know more about endowments, endowment accounting, and current issues related to endowments.  An optional mini-session will follow for those interested in learning more about how to project endowment distribution income.  For information and registration, please go to the following website: 

http://fbs.admin.utah.edu/index.php/training/

Also, for your information, mini-workshops (we’re calling them “roadshows”) on both topics (internal controls and endowments) are available on-demand and are geared toward academic administrators such as deans, chairs, and faculty.  These can be requested by contacting Theresa Ashman.

The ending quarter endowment pool unit market value for June 30, 2008, is $208.16 per unit.  This information is necessary for Method 2 of projecting endowment income and is provided quarterly through FBS News.  All other factors in the instructions remain the same through the calendar year.  For detailed instructions on how to project endowment income, please refer to an earlier posting at: http://fbs.admin.utah.edu/index.php/2008/02/12/endowment-projections/.

Two new FORMS pages have been added to the FBS web presence.  This will enable visitors to have access to all the FBS forms in one place.  The forms are sorted alphabetically and by department.  A FORMS link on the top row of the FBS website has been added.  This will make it easy to find the form you need especially if you are not sure which department to look in for that form.  This is similar to the FORMS pages in the FBS pagelet in CIS.  On September 15, 2008, the FORMS links on the FBS pagelet will be changed to direct users to the new FBS FORMS pages.

It has been discovered that when creating multiple Journal Entries, that the auto-numbering feature may not work correctly.  If a user is creating Journal Entries and clicks “Reset Form” after the first form is complete, the next form does have the correct number.  Hitting “Reset Form” after the second form is complete, may cause the auto-numbering feature to reuse the second number.  This duplicate problem may cause confusion when posting the Journal Entries to the General Ledger.    This is happening in Internet Explorer 7 and not in Firefox.

A setting in Internet Explorer 7 can cause “Auto-numbered” forms to reuse previously used numbers.  Please follow these instructions to ensure that Internet Explorer 7 has the proper settings when you use “Auto-numbered” forms.

You’re now just a click (or two) away from knowing who can initiate and approve ePAF’s in your department. A new query is available in the Financial & Human Resources Information Library that lists employees with access and their specific ePAF roles (dept head, proxy, alternate, initiator) per department. Payroll Reporters and others with HRIL Reporter or HRIL Manager security can access the HR ePAF role by DeptID report from the SECURITY folder, and are encouraged to run it periodically to review/monitor individuals’ ePAF security authorization.

To access the query, log on to the Campus Information System, go to the Employee tab, locate the Human Resources Management pagelet and select the Human Resources Information Library link. Expand the SECURITY folder and click on the HR ePAF role by DeptID query title. You may contact your Service Team if you have any questions.