**Updated-Resolved**Several Reports in the Financial Information Library Returning No Results

This has been resolved. All reports should be working now. Please contact us with any issues with the Financial Information Library.

Several reports in the Financial Information Library are returning no results.  This is connected with the system upgrade that happened over the weekend.  We do not have an estimated time on when this will be resolved.

Example

FIL-No Results

Some of the reports that are not working are the EBT reports in the Payroll folder.  However, the EBT reports in Management Reports returns results.

FBS Web Applications StatusThis has been posted on our FBS Web Applications Status page. Please visit this page for status updates.
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New Associate Director General Accounting

Financial and Business Services is pleased to announce that Todd Kapos has been promoted to Associate Director, General Accounting effective January 1, 2015, replacing Steve Allen.

Todd Kapos joined the General Accounting department in October 2008 as Manager of Financial Reporting. Todd is a University of Utah alumnus, has a Master of Business Administration from the University of Oregon and is a Certified Public Accountant. Previously, Todd worked at Merrick Bank, Select Portfolio Servicing, GE Capital Financial and American Stores, rising through the ranks to assistant controller at Merrick Bank.

Todd was born and raised in Salt Lake City and has been a Ute fan his entire life. Please join us in welcoming Todd.

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Steve Allen Retirement Announcement

The Controller’s Office
would like to invite you to the retirement celebration of
STEVE ALLEN

Please Join Us:
January 9, 2015 – 2:00 pm to 4:00 pm
In the FBS Training Room
404 Park Building

Steve Allen has served the University for 34 years and has been the Associate Director of General Accounting since 2008. Steve has decided to pursue the next phase of his life, announcing his well-deserved retirement, to begin January 1st.

Click here for the official invitation for all those who wish to
celebrate with Steve and we do not want to miss anyone

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New Manager of Tax Services and Payroll Accounting

Financial and Business Services is pleased to announce that Kelly Peterson will be joining the department as the new Manager of Tax Services and Payroll Accounting beginning December 1, 2014.

Kelly is a graduate of Utah State University, accounting major. She is a Certified Public Accountant with 30 years of experience in the tax arena.

Kelly previously worked for H&R Block Corporate. She has experience in public accounting, Deloitte and Touche, and Fortune 500 Companies.

Kelly’s experience includes the understanding of exceeding customer expectations. She looks forward to serving the needs of the University and its customers.

Please join us in welcoming Kelly. She can be reached at 801-581-6699 or .

Ask UsPlease ASK US if you have any questions.

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GFA/P2P – New Reports in the Financial Information Library

GFA/P2P New FILGranting Financial Authority (GFA) has exposed terminated faculty and staff that are still Account Executives, PIs, or liaisons on active Activities or Projects. In an effort to help make the necessary corrections, we have created some new reports for departments to identify them in the ACTIVITY REPTS and GRANTS/CONTRACT folders within the Financial Information Library.

Activities:

  • Termed Acct Execs by Org rollup—lists all of the terminated Account Executives with a count of their active Activities.
    • Termed Acct Exec Actvty Detail—companion detail report that shows a list of all of a terminated Account Executive’s active Activities.
  • Termed Liaisons by Org rollup—lists all of the terminated Liaisons with a count of their active Activities.
    • Termed Liaison Activity Detail—companion detail report that shows a list of all of a terminated Liaison’s active Activities.

Projects:

  • Termed PI, AE by Org rollup—lists all of the terminated PIs and/or Account Executives with a count of their active Projects.
    • Termed PI, AE Project Detail—companion detail report that shows a list of all of a terminated PI’s or Account Executive’s active Projects.
  • Termed Liaisons by Org rollup—lists all of the terminated Liaisons with a count of their active Projects.
    • Termed Liaison Project Detail—companion detail report that shows a list of all of a terminated Liaison’s active Projects.
Please try them out and let us know how they work for you!
Modernizing P2PGFA is part of our efforts to Modernize P2P

Ask UsPlease ASK US if you have any questions.

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Q1 FY 2015 Unit Market Value for Endowment Projections

The ending quarter endowment pool unit market value for September 30, 2014, is $220.81 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 2014-2015.

Ask Us a Question If you have any questions or feedback just ask us!

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Account Executive approvals are now EASIER in GFA

Ask Us or Share Your IdeasWe are pleased to announce that Account Executives can now “Approve All” Alternates instead of one at a time. Check it out!


Please continue to give us feedback through the Ask Us link below. Your feedback is valuable to us. These enhancements came about because you spoke up.


Need to know more? Check out the GFA page and instructional videos!

Modernizing P2PGFA is part of our efforts to Modernize P2P

Ask UsPlease ASK US if you have any questions.

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New FIL Reports To Track Status of Alternate Requests in GFA

Ask Us or Share Your IdeasAs campus is using the new GFA application, another question to Financial & Business Services is: How can I track the Status of the Requests made in the Granting Financial Authority (GFA) application?”

Two new reports have been added to the Financial Information Library (FIL)

GFA-FIL
These reports can help determine which approvals are needed.

GFA Pending Approvals by AE

This report gives all the pending Account Executive Approvals in an Org (Rollup included).
If the signature is missing, this is also noted.

GFA View Alternate Designation

This report can be used to determine what Projects or Activities an individual has been granted authority on.

  • Status of Pending or Approved is provided for each Project or Activity.
  • If the signature is missing, this is also noted.

Please continue to give us feedback through the Ask Us link below. Your feedback is valuable to us. These enhancements came about because you spoke up.


Need to know more? Check out the GFA page and instructional videos!

Modernizing P2PGFA is part of our efforts to Modernize P2P

Ask UsPlease ASK US if you have any questions.

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Who Has Captured Their Signature in GFA?

Ask Us or Share Your IdeasA very common question to Financial & Business Services during the rollout of Granting Financial Authority (GFA) is “How can a find out who still needs to capture their signature?”

Great News!

Two ways have been created to find out who has/has not captured their signatures.

Method 1

When a name is displayed in different pages of the GFA application, if there is a little red x displayed, the person needs to capture their signature. If you hover over the little red x, a message will be displayed indicating no signature on file. If you click on the message, a preformatted email will open up in your email client encouraging the person to capture their signature. All you need to do is send the email.

Capture Signature


Method 2

Three new reports have been created in the Financial Information Library (FIL) to help determine who has/has not captured their signature in GFA. These three reports are located in the GFA folder.

GFA - Financial Information Library

FIL Report 1

The first report in FIL is GFA Alt Signatures by Org. This report can be run by Org. (Rollup is included). This will display the signature status of all Alternates that have been added to GFA.You can elect to hide missing or captured signatures.

  • If the signature has been captured, the signature date will be displayed.
  • If the signature has not been captured, *Missing* will be displayed.

FIL Report 2

The second report in FIL is GFA Signature by Person. This report is run by Employee ID. This will display the signature status of the employee that is input. Remember to use “00″ and not “u0″ when inputting the employee ID.

  • If the signature has been captured, the signature date will be displayed and the Signature Captured column will display “Yes”.
  • If the signature has not been captured, the date column will be blank and the Signature Captured column will display “No”.

FIL Report 3

The third report in FIL is GFA Signatures by Org. This report can be run by Org. (Rollup is included). This will display the signature status of all:

  • Org Heads
  • Account Executives
  • Principal Investigators

You can elect to hide missing or captured signatures.

  • If the signature has been captured, the signature date will be displayed.
  • If the signature has not been captured, *Missing* will be displayed.

Please continue to give us feedback through the Ask Us link below. Your feedback is valuable to us. These enhancements came about because you spoke up.


Need to know more? Check out the GFA page and instructional videos!

Modernizing P2PGFA is part of our efforts to Modernize P2P

Ask UsPlease ASK US if you have any questions.

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Momentum Newsletter – Fall 2014

The Fall 2014 edition of the Momentum Newsletter is now available.

Click Here

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