The PCard Office has moved

Pcard Office has moved
The Purchasing Card Program has moved! The offices are now located in the space previously occupied by the University Credit Union in room 1125, Annex Building Wing B.

Although our location has changed:

  1. Forms will be received at the same email address: pcard@purchasing.utah.edu and Fax: 801-581-8609.
  2. In-person Cardholder and Reallocator Training will be in the same room as in the past unless otherwise noted by invitation: Purchasing Conference Room, 151 Annex.
  3. Our contact information is the same:
          Front Desk—(801) 581-7241
          Jane Scott, Manager—(801) 581-6622,
          Chris Russell, Auditor—(801) 587-7859,
          Erika Speckart, Auditor—(801) 581-7945,
          Ashley Hsia, Program Coordinator—(801) 581-5602,
          Hamer Reiser, Project Coordinator—(801) 581-8158,

Card pickup for new cardholders will be in the new location, Annex 1125.

Pcard Office New Location

If you have any questions, Ask Us! Ask Us

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**UPDATE-RESOLVED** Payroll Benefit Encumbrances at Zero in Management Reports

**UPDATE-RESOLVED** This issue has been resolved. The correct benefit rates and amounts are updated in the detail reports now, and will be reflected in the summary reports beginning tomorrow, March 7, 2015.

Thank you for your patience!

On March 3, 2015, the process that calculates the benefit rate for employees malfunctioned. The benefit encumbrances have been showing zero in the Management Reports because of this issue. We are looking into the problem, and will send an update as soon as this is resolved.

Ask UsPlease ASK US if you have any questions.

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Deb Larson Retirement

Financial and Business Services announces the retirement of Deb Larson. Deb has served the University of Utah for nearly 20 years and has been the Manager of Cost Accounting and Analysis since 2010. Deb has been integral in the preparation of the university’s current Facilities and Administration (“F & A”) Rate proposal (impacting all of our sponsored research projects).

Deb’s retirement is effective March 31, 2015. There will not be a retirement celebration gathering, so please begin now to extend your appreciation, well wishes, and compliments as you associate with her. Deb initially worked in Auxiliary Services, then in Housing and Residential Education. She left the university to work at Rocky Mountain Power in Portland, OR and in Salt Lake City, UT. Deb returned to the university as the Manager of Property Accounting in 2007, and became the Manager of Cost Accounting and Analysis in 2010.

Please join us in thanking Deb for her significant contributions to the University of Utah and in extending best wishes for a happy and healthy retirement.

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Momentum Newsletter – Spring 2015

“The Spring 2015 issue of Momentum is here! We have a lot of exciting news to announce – Updates on Ushop, P2P, Government regulations, and an introduction of some new (and familiar) faces in FBS. Click here to view!”

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Request for Quasi Endowment Form Updated

The Request for Quasi Endowment form has been updated and revised.  The approval signature of a Senior Vice President is now required on the new form.

Any additions to already existing quasi-endowments of $50,000 or more will require submission of the form for pre-review and approval.

Click here to access the new form.

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

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EOR Status added to Management Reports

Have you wanted to know the EOR Status of a Project or Activity while viewing Management Reports?  Now you can! EOR Status has been added to each of the Management Reports screens.  The EOR Status has been placed to the right of the EOR-AE button.

If the EOR Status is “Not Reviewed“, the Status is blank:

EOR - Not Reviewed

If the “Indicate Review PDF” button had been selected in EOR, the Status is “EOR PDF Printed

EOR PDF Printed

If the “Mark Reviewed” button had been selected in EOR, the Status is “Electronically Reviewed

Electronically Reviewed

If both the “Mark Reviewed” and “Indicate Review PDF” buttons had been selected in EOR, the Status is “Electronically Reviewed

Electronically Reviewed

Keep those suggestions coming. This cool new feature came from you!

Ask UsPlease ASK US if you have any questions.

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Help the University go GREEN, Sign up for electronic W2!

Employees can elect to receive Form W-2 electronically. Highlights include:

  • Access the W-2 earlier, don’t wait for it be delivered in the mail.
  • Green – For employees eligible to file a tax return electronically with the IRS, no paper copy of the W-2 is required so natural resources are saved by not printing and mailing W-2 forms.
  • Budget Savings – this will have a positive impact on the budget of the University.
  • Access to your W-2’s are available online year round back to 1999.

Employees should sign up to take advantage of this opportunity. To sign up:

  • Sign on to the CIS and click the Employee tab (if it is not your default tab).
  • Click Payroll, Taxes and Salary.
  • Click W-2 Consent Forms and you will have the option to select to receive your W-2 electronically.

You also have the ability to view your W2 electronically year round. Your W-2 forms back to 1999 are now available to see all the time. To view your W-2:

  • Sign on to the CIS and click the Employee tab (if it is not your default tab).
  • Click W-2 View W-2 Forms and you will have access to your W-2’s.

If you have any questions, Ask Us! Ask Us

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**Updated-Resolved**Check and Advice Roster is Unavailable

This has been resolved. Check and Advice Roster is now available.
Earlier today a news post was sent announcing the “View Paycheck & Check/Advice Roster” is available.  While employees can view their individual paychecks in CIS, the Paycheck & Check/Advice Roster is not available.  It should be available later today.  This notice will be updated at that time.

We apologize for any inconvenience.

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Some PDF Documents Display Strange Errors in Google Chrome

Some PDF documents are not displaying properly in Google Chrome.  These PDF’s have special features that allow auto numbering or auto dating.  Others are displayed from Management Reports when clicking on the spyglass in Journal Detail.

These PDF documents need to open in Adobe Reader or Professional to take advantage of the special features and/or security embedded on the forms.  Google Chrome has added a PDF viewer to it’s browser in one of it’s latest updates.  This prevents the PDF’s from opening in Adobe Reader or Professional.  To view these documents, the Chrome PDF Viewer plugin needs to be disabled and the Adobe Reader plugin needs to be enabled.

Follow these steps:

In the Chrome address bar, type: chrome://plugins.  The following screen will appear:

Chrome Plugin

Locate the  Chrome PDF Viewer and click on the Disable link.

Chrome Plugin disable

It should then be greyed out.  Then locate Adobe Reader Plugin.  It will be disabled by default.

Adobe Reader Plugin

Click on the Enable link and then check the box: Always Allowed.

Adobe Reader Plugin enabled

With the Chrome PDF Viewer disabled and the Adobe Reader Plugin enabled and Always Allowed box checked, PDF’s will work in Google Chrome.

Ask UsPlease ASK US if you have any questions.

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**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.
Ask UsPlease ASK US if you have any questions.

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