EOR Status added to Management Reports

Posted January 9, 2015 in Financial Reporting and Accounting, Grants and Contracts Accounting and tagged .

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!

Posted January 8, 2015 in Payroll, Tax Services and tagged .

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

Posted January 6, 2015 in Payroll and tagged .

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

Posted December 29, 2014 in Accounts Payable, Financial Reporting and Accounting, Grants and Contracts Accounting and tagged , , .

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

Posted December 12, 2014 in Financial Services and tagged , .

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.

FS Web Applications StatusThis has been posted on our FS Web Applications Status page. Please visit this page for status updates.
Ask UsPlease ASK US if you have any questions.

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New Associate Director General Accounting

Posted December 8, 2014 in Financial Reporting and Accounting.

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

Todd Kapos joined the Financial Reporting & 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

Posted December 3, 2014 in Controller, Financial Reporting and Accounting.

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 FS Training Room
404 Park Building

Steve Allen has served the University for 34 years and has been the Associate Director of Financial Reporting & 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

Posted December 3, 2014 in Controller, Tax Services.

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

Posted November 20, 2014 in Financial Services and tagged , , .

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

Posted November 18, 2014 in Endowment & Investment Accounting, Financial Reporting and Accounting.

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 FS 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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