Notice: Effective November 1, 2024, travelfeedback@ucr.edu and epayfeedback@ucr.edu will be retired.  To request services or assistance from the Accounts Payable/Travel team, users must submit a ticket through Finance and Administration Support (service-now.com).
Please begin preparing for the transition now, as inquiries sent to either email after 10/31 will not receive a response.

Impact23

Financial System Replacement Program

Enhancements to the "Concur Approved Cards" Report

Dear Colleagues, We are excited to announce that the "Concur Approved Cards" report has been enhanced! The updated report will be posted (iReport > General Operating Reports > Concur Departmental Reports) for users on Monday, 8/5. Summary of Updates: Displays legacy PCard holders! Eliminates repetitive data. Shows the last four card numbers, the Name on...
By Asirra Suguitan | | Announcements

Important: Fiscal Year 2024 Cost Sharing Reporting Requirements

Dear CFAOs, Please share with your teams as appropriate. Action Item: Report FY2024 Cost Share on Manual form for Costs Not Recorded in Project Portfolio Management (PPM), Project -099 Due by August 30, 2024 We apologize for providing the Cost Sharing Guidance late in FY2024. Therefore, a manual workaround has been created to track these...
By Asirra Suguitan | | Announcements

Upcoming Changes to Email Notifications from Oracle Procurement

Dear Colleagues, A new UCR domain will be implemented in the coming days, impacting all email notifications from Oracle Financials - Procurement. This change is necessary to improve email deliverability and address issues experienced by some campus users. What to Expect: New Email Address: All requisition approvals, FYI notifications, and PO delivery notifications will now...
By Asirra Suguitan | | Announcements, Known Issues

Don't Miss the Navigating Supplier Registration Series!

Dear Supplier Requesters, You are invited to the Navigating Supplier Registration Series, a learning opportunity designed to provide practical guidance on various supplier registration processes. Whether you are new to the supplier requester role or looking to refine your skills, this series is perfect for you. What You’ll Learn: Session 1: Thursday, July 25 @...
By Asirra Suguitan | | Announcements

Procurement Workflow Budget Dates Crossing Fiscal Years - Update

Attention Colleagues, Please see updates below to the original announcement issued on July 2: Procurement Workflow Budget Dates Crossing Fiscal Years | Impact23 (ucr.edu) Requisitions Pending Transition to Purchase Orders (POs) Prior to 7/1/2024 – Completed Mass update has been completed for Requisitions Pending Transition to Purchase Orders. Some requisitions failed the mass update and...
| Announcements, Known Issues

FY2025 GL Balance Sheet Carryforward issue

Dear Colleagues, On July 1, 2024, Accounting closed 2024-06 (June 2024) and opened period 2024-07 (July 2024) for PAYABLES. 2024-07 was also opened for GENERAL LEDGER (GL) on July 1. This is the standard procedure for month end close including period 2024-06. When 2024-07 was opened on the GL, the system automatically kicked off a...
By Jerry Monahan | | Known Issues, Announcements

Concur Travel & Expense Home Page Redesign

In late August 2024, Concur will unveil a new home page featuring an intuitive design and user-friendly navigation. This update is purely visual, with no changes to functionality. Below is a screenshot of the new Concur home page. Is changing to the new Concur home page mandatory? Yes. UC Riverside can choose to enable the...
| Announcements

Fiscal Closing Campus Updated Deadlines

Dear Colleagues, MO and BW Payroll journals for June 2024 are now posted to the ledger and details available in Looker – Payroll. Due to the unforeseen delay in posting payroll journals, some of the previous communicated deadlines have been extended as indicated below. Completed By Date Contact Action July 09 by 5pm Accounting Office...
By Asirra Suguitan | | Announcements

Procurement Workflow Budget Dates Crossing Fiscal Years

Attention Colleagues, The fiscal year-end close and subsequent new year setup has resulted in some unintended consequences regarding Oracle Procurement workflow. Requisitions Pending Transition to Purchase Orders (POs) Prior to 7/1/2024 An issue was recently identified with Oracle Requisitions created prior to 7/1/2024 that did not have a corresponding Purchase Order created by 6/30/2024. Oracle...
By Asirra Suguitan | | Announcements, Known Issues

Key Resources for Supplier Registration

Dear Colleagues, Thank you for your understanding regarding the discontinuation of the concierge helpline. As a reminder, departments have the same system access and reporting capabilities the concierge staff used to onboard suppliers and payees. Reevaluating the supplier onboarding process, particularly for suppliers with tax-reportable payments such as honoraria and human subject payments, remains a...
By Asirra Suguitan | | Announcements

Known Issue Resolved: COA Validation

Please resubmit any pending transactions that were previously experiencing issues. The COA validation rule for budget checks failed across multiple financial systems, including Oracle Financials, Concur, and Web Recharge. This issue stemmed from fiscal year-end close and subsequent new year setup. After working closely with Deloitte to correct the issue, the team expects the budget...
| Known Issues

Upcoming Changes to Looker Finance Data

During the 6/12 Financial Reporting & Boundary System office hours, the ITS Looker Finance developers proposed several data changes to increase clarity, reduce Incidents, and provide a uniform experience across all data sets: Removal of the Ledger Effective Date: Reason: This field was unclear and misleading to users, causing confusion about its purpose and impact...
| Announcements

Impact23 Office Hours Schedule Update

Dear Colleagues, The Impact23 team is updating the office hours schedule and introducing a new cadence moving forward. Office hours will be held every other week through June and will transition to once a month beginning in July. Please note that Kuali Sponsored Programs office hours remain unchanged and will continue every week. Office hours...
By Asirra Suguitan |

Re-Distribution of Kuali Award Notifications

Dear Colleagues, In the November/December 2023 time frame, RED received several emails from EMF and/or department administrators advising that they did not receive a certain email notification (i.e., the email which RED generates when distributing a Campus Award Notice(CAN) upon posting of an award in Kuali). RED re-sent copies of such email CAN notifications to...
By Cynthia Johnson | | Announcements

PCard/Non-Payroll Cost Transfer Guidance

Several corrections are pending on the use tax accruals associated with PCard entries. If cots transfers are processed on PCard transactions, please be aware that subsequent transfers may be required.

Looker Field Updates

Looker has been updated with four enhancements. A prefix has been added to COA segments (1-9) so that they display in the correct order. The "Full COA String" field has been updated to be capitalized for COA (previously it was "Full Coa String"). Accounting Period field has been added under the Dimensions - Dates >...

Are the reports accurate?

Are the Reports Accurate?

PCard Records in Procurement - New Auto-Rejection Rule

New rule is structured to ensure that PCard entries for documentation purposes are completed appropriately and do not create encumbrances.

NEW ITF POLICY EFFECTIVE 9/1/2023

Good Afternoon All, The Budget Office team would like to share with you the new process, effective immediately for Inter-Location Transfers (ITFs) whether they are initiated by UCR or Other Campuses. Aside from the implementation of Oracle Budget, and the new Common Chart of Accounts, the UC Office of the President (UCOP) also launched a...
By Susan Salazar | | Announcements

Salary Cost Transfers

Important information related to salary corrections/cost transfers. The three areas covered below are 1)Deployment of the new COA Salary Cost Transfer Application; 2) Corrections to July UCPath expenses redirected to suspense; and 3)Temporary process for correcting old FAU to new COA salary costs.
By Bobbi McCracken | | Announcements