Accounts Payable is pleased to announce that Heidi Slack has been selected to fill the Assistant Manager position in our office. Heidi brings fifteen years of diverse University experience, most recently as a PCard auditor. She will lead the team that handles questions regarding payment status, appropriate payment methods, University policy, or general questions. Please feel free to contact Heidi directly at firstname.lastname@example.org , or 581-7048.
With the suggestions and feedback that users have given us, we have developed some exciting new enhancements to the EDR. New features include:
The EDR can now be used for all out-of-quarter reallocations for non-PAR employees. This is generally those Exempt employees who are paid from Activities and/or BU 02 Orgs (i.e., not from a Project). Charging Projects will not be allowed for these out-of-quarter reallocations.
Added Chartfield lines are numbered, with the ability to add more than one Chartfield line at a time.
Improved Search Screen functionality:
The cursor automatically starts in the Name field—no need to click into the box first.
Tab through the Search Screen with ease (tabbing order fixed for quick data entry).
There is now an automatic default of the current Fiscal Year and Quarter in the drop-downs.
Check out the new improvements to the EDR here, or through the Effort Distribution Report (EDR) link in the FBS pagelet on the CIS homepage.
OfficeMax and Office Depot, two of our current state contracted office supply vendors, announced a merger agreement as business partners.
As with all important business decisions, we are confident that Office Depot (contract MA142) and OfficeMax (MA1595) will continue to work closely with the University to make the integration as smooth as possible. The merger of both companies will take place over the next year. In the meantime, University customers will continue to do business as usual and receive the same high quality service we have come to expect. University departments may continue to use either or both contracts. Current customer’s website logins and user names will also remain the same for the time being.
Two additional state contracts are available through Staples (MA1596) and Metro Office Solutions (MA2077). The four current state contracts for office supplies will be in place through January 4, 2015. The State will issue an RFP next year to establish new contracts for office supplies.
Office Depot and OfficeMax will continue to operate under their respective names until further notice. The merger of the companies will eventually operate under the name of Office Depot, Inc.
If you have any questions, please contact Sonia A. Sullivan, Senior Buyer for Purchasing, at email@example.com or 801-581-6859.
The ending quarter endowment pool unit market value for December 31, 2013, is $216.47 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.
If you have any questions or feedback just ask us!
Effective immediately, Accounts Payable and Payables Production will be managed jointly by Perry Hull, with each of these groups being led by its own Assistant Manager.
Accounts Payable remains your primary contact for questions regarding payment status, appropriate payment methods, application of University Policy, or general questions. Contact Perry Hull directly at if you have any additional questions about roles and responsibilities.
The Controller’s Office would like to invite you to the retirement celebration of John Downing
Join us: February 18, 2014 – 2:00 pm to 4:00 pm In the FBS Training Room 404 Park Building
John Downing has served the University for 25 years primarily in Payables, through the PeopleSoft implementation and many upgrades, $1 billion plus in annual payments and over 400,000 transactions per year, ensuring a smooth operation. John has decided to pursue the next phase of his life, announcing his well-deserved retirement, to begin February 19th.
This is the official invitation for all those who wish to celebrate with John and we do not want to miss anyone.
On October 9th 2013, there were two informational sessions held on campus to inform and educate the attendees on the upcoming Space Survey to be conducted as part of the University’s overall F&A Rate Study. An FBS News Post was sent out prior to the two sessions explaining why we are doing this Space Survey.
These sessions were filmed and are now available. Click here to view the video. Click here to review the slides from the video. More information regarding this survey will be included in the upcoming Momentum newsletter.
The Evidence of Review application was launched a year ago. Many on campus have used EOR to show “evidence” that they have reviewed their monthly financial statements. Several departments have given some excellent feedback. We reviewed your feedback and implemented some awesome enhancements to the EOR application. Thank you for your feedback; keep it coming!
The latest Enhancements to the Evidence of Review applications are:
Search by PI in addition to Account Executive for Projects.
Only see the excel icon for download if there has been at least one row selected. The icon is now more visible.
Account Executive, Org, Fund, and Activity/Project are now filterable (entry boxes under the columnar headings).
The PDF bundles for all selected Activities/Projects can either be sent in a single email (the way it currently works) or one email per Activity/Project.
There is a “Select Range” button that allows a block of rows to be selected. Just click the first and the last row, and then click the button!
The various buttons that are currently only at the bottom are now available via a context menu which will appear on a “right click” of the mouse.
See the image below for the menu that appears on a “right click” of the mouse.
Note: the “right click” of the mouse will only work once the report has been run.