New Changes to e-Journal Entry

General Accounting has revamped the e-Journal application process to be more user-friendly and added new and improved reference materials for new and existing users.

New Changes include:

New users seeking access to e-Journals can click on the e-Journal Home page and select the New Preparers tile (see below).  To gain access to e-Journals, read through the Quick Reference guide and complete the quiz. After completing the quiz, a link will be provided to the access form that when completed, will be automatically sent to General Accounting for setup.

Individuals with current access to the e-Journal system can go directly to their e-Journal home page via the “e-Journal Entry” link on the CIS page. Please contact General Accounting with any questions regarding the e-Journal application.

Subscribe to the FBS News E-mail ListSubscribe to the FBS News E-mail List
Comments Off on New Changes to e-Journal Entry

View Paycheck & Check/Advice Roster

The Payroll Processing for the July 21st, 2017 paycheck is completed, and the paycheck information is available on Campus Information Services.

  1. Signon to the CIS and click the Employee tab (if it is not your default tab).
  2. Click Payroll, Taxes and Salary.
  3. Click View Paycheck and you will see your current check.
  4. Click W-4 Tax Information and you can view/update your W-4 Tax Information.
  5. Click Direct Deposit and you can view or edit your direct deposit accounts, or suppress the printing of your direct deposit advice.

Please remember if your net pay is being direct deposited, it will not be in your bank account until NOON on July 21, 2017. If you receive a check, the University will mail it to your home address on file.

Payroll Reports: For more information about how to view your Check and Advice Roster please see the FBS News Post – Check Advice Roster

Important Information

All Payroll self-service functions are turned off during payroll processing, which begins on the final day of the pay period at 5:00 PM and ends on payday.

If you have further questions please call Payroll at 581-7873.

Subscribe to the FBS News E-mail ListSubscribe to the FBS News E-mail List
Comments Off on View Paycheck & Check/Advice Roster

June 2017 Accounting Month Closed-You may now review your Management Reports in EOR

The most recent accounting month is now closed. Your Management Reports are complete and ready for your review. For most departments/units, review and approval should follow the steps outlined in this memo. Some departments/units have alternate procedures in place to accomplish review and approval. Check with your unit’s accountant and/or the liaison listed at the bottom of your Management Report if you have questions about review and approval.

A new Guideline has been published to offer clarification to Policy 3-003: Authorizations and Approvals Required for Financial Transactions.

This Guideline is meant to improve internal controls across campus as it outlines:

  1. Account Executives (AEs) and PIs remain primarily responsible for monthly review of their Management Report and submission of EOR (Evidence of Review) – even if they have chosen to delegate this authority.
  2. This responsibility cannot be delegated to an individual who also has the authority to initiate financial transactions.
  3. GFA (Granting Financial Authority) is an application found on CIS that has been recently enhanced to allow AEs and PIs to make separate delegations for financial transaction approval and Management Report Review. (Follow these instructions to delegate authority)

To proceed, please check both your PROJECTS and ACTIVITIES by clicking here.

TO MAKE CHANGES, correct errors, etc.: Contact your departmental administrator as soon as possible (e.g. to prevent delay in posting your changes, please do not wait for the PAR forms).

MARK the Projects/Activities you have reviewed. (This does not necessarily indicate the transactions are correct, only that you reviewed them). There are only two approved methods to indicate Evidence of Review, and both are completed using the EOR web application

  1. Select reviewed activities/projects, and click button “Mark Reviewed,”
  2. Sselect reviewed activities/projects, and click button “Indicate Review PDF.”

Either action leaves a data indicator that review is complete. Signed review PDFs should be retained in your files for as long as you retain other Management Report documentation. Click here for a quick online EOR tutorial.

Review and approval of these monthly reports is a key element in the University’s system of internal controls, and is further explained in University Policy 3-003, Authorizations and Approvals Required for Financial Transactions. – See Section III.F.

Please help us by providing feedback by clicking here.

Ask UsPlease ASK US if you have any questions.

Subscribe to the FBS News E-mail ListSubscribe to the FBS News E-mail List
Comments Off on June 2017 Accounting Month Closed-You may now review your Management Reports in EOR

Invoice Approvals & Fiscal Year Cut-Off

As we approach the deadline for invoice processing, please be aware that invoices exceeding $50,000 require approval by the account executive or approved alternate as defined by GFA. Invoices that are approved after the deadline will be processed and accounted for in the new year. Whether you have an invoice over $50,000 or one that you flagged as requiring approval, please review and approve those for FY2017 as soon as possible. The deadline for FY2017 invoice approvals is Tuesday, July 11th.

Ask UsPlease ASK US if you have any questions.

Subscribe to the FBS News E-mail ListSubscribe to the FBS News E-mail List
Comments Off on Invoice Approvals & Fiscal Year Cut-Off

Capital Equipment Inventories – Return by July 18

Any orgs that have not returned their completed FY17 Capital Equipment Inventories (over $5,000) to Property Accounting will need to do so by the year-end closing date of July 18. In order to avoid backup and promote efficiency, please return them as soon as possible. 

 

Subscribe to the FBS News E-mail ListSubscribe to the FBS News E-mail List
Comments Off on Capital Equipment Inventories – Return by July 18

***UPDATE***Management Reports Documents Now Available

Maintenance is now complete and documents are now available to view in Management Reports. 

When clicking on the spyglass icon in Management Reports, users receive this error: “Fatal error: Uncaught exception ‘com_exception’ with message……”.  The server that stores the documents is having unplanned necessary maintenance.  The server should be back online Monday.     

Subscribe to the FBS News E-mail ListSubscribe to the FBS News E-mail List
Comments Off on ***UPDATE***Management Reports Documents Now Available

Notice to Potential Work-Study Employers

As students begin arriving on campus in June for New Student Orientation, June is an ideal time to post your work-study job with Human Resources. Students may begin earning their Fall 2017 work-study award as early as July 1st, 2017. For more information please refer to the Hiring Process section of the Employer Work-Study Handbook or email faws@sa.utah.edu.

Subscribe to the FBS News E-mail ListSubscribe to the FBS News E-mail List
Comments Off on Notice to Potential Work-Study Employers

Q3 FY 2017 UMV for Endowment Projections

The ending quarter endowment pool unit market value (UMV) for March 31, 2017, is $220.61 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 fiscal year. For detailed instructions on how to project endowment income, please click here. The instructions are available there now for fiscal year 2017-2018.

If you have any questions or feedback just ask us!

Subscribe to the FBS News E-mail ListSubscribe to the FBS News E-mail List
Comments Off on Q3 FY 2017 UMV for Endowment Projections

May 2017 BPAG Minutes Available

The BPAG minutes from the May 12, 2017 BPAG meeting are now available on the Business Analysis & Support Services website.

What is BPAG?

BPAG stands for Business Process Advisory Group.  Business officers from across campus meet monthly with central administration to address problems and issues along with suggestions to solve them.  Over the past several years, BPAG has helped to facilitate many important changes implemented by central administration. BPAG is not a policy making group, a priority setting group nor is it intended to be the primary means of communicating to all the departments.

To learn more about BPAG, click here.

Subscribe to the BPAG mailing listSubscribe to the BPAG mailing list

Ask UsPlease ASK US if you have any questions.

Subscribe to the FBS News E-mail ListSubscribe to the FBS News E-mail List
Comments Off on May 2017 BPAG Minutes Available

Audit News – State Auditors’ Fieldwork

The State auditors will begin their interim fieldwork testing this month.

This year’s State audit team will include Jason Allen, Audit Manager and his staff; Bertha Lui, Audit Manager and Pam Willis, Audit Staff.

Ask UsPlease ASK US if you have any questions.

Subscribe to the FBS News E-mail ListSubscribe to the FBS News E-mail List
Comments Off on Audit News – State Auditors’ Fieldwork