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Accounting Services Updates

Accounting Services Updates. Presented by: Kendal Chaney-Buttleman & Irina Skiba Business Partners Round Table April 16 , 2019. Reminders. Mid-Year Close Review for the following transactions:

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Accounting Services Updates

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  1. Accounting Services Updates Presented by: Kendal Chaney-Buttleman& Irina Skiba Business Partners Round Table April16, 2019

  2. Reminders • Mid-Year Close Review for the following transactions: • Expenditures, Non-Payroll & Payroll Expenses, AP Invoice Payments, Travel Reimbursements, Pro-Card Transactions, Budget Transfers, Revenues/Reimbursements, Review of Purchase Orders

  3. Reminders • 2018/2019 Year-End Departmental Deadlines https://www.csus.edu/aba/accounting/Documents/2018_2019_Year_End_Department_Deadlines-rev%20Aug%202018.pdf

  4. Planning an Event An Event is considered (University/UFSS): • Conferences, Workshops, Meetings • Fundraisers, Celebrations, Ceremonies If you are collecting a “Fee” then must get approval before making any plans • Request an “Event Approval” form by emailing to: • Caryl Vickers-Harper, vickersca@csus.edu • LaVerne Simmons-Barnett, barnettlw@csus.edu In FY2019/20 a new Event Planning Guide & Procedures is coming

  5. OnBase Expenditure Transfer Request Form • Release Date in Production: April 29, 2019 • For correction of actual posted expenses only • New & Old forms will be accepted through 10/31/19 • No old forms will be accepted after 10/31/19 • Access in My Sac State>Staff Services>My Forms • https://onbase.csus.edu/unity/forms/ExptTransfers.aspx

  6. OnBase SubmissionBENEFITS • Eliminates the need for Supporting Documentation from FDW • Sends emails to the requestor & all DOAs • Assigns a request # for each submission for ease of tracking • Enhances security by limiting access to ET DOA staff only • Allows all staff to virtually view the form & the status anytime, 24/7 • Automates interface resulting in a faster posting turnaround time • Auto-populates certain fields for fewer errors • Reduces keystrokes

  7. New Expenditure Transfer Form

  8. Training Sessions • Sessions will be organized by the Division/College. Analysts will be contacted to coordinate • If your division’s session doesn’t work for you please contact ipskiba@gmail.com to sign up for a different session • Training will resume in October 2019

  9. Questions or Concerns! Contact Information: Accounting Services Generic Email accountingservices@csus.edu UFSS Generic Email ufssaccounting@csus.edu Accounting & UFSS Main Line 916-278-6826 Accounting Services Website https://www.csus.edu/aba/accounting/ UFSS Website https://www.csus.edu/aba/financial-services/ufss/

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