Financial and Accounting Services is enhancing its support of the campus community with regularly scheduled office hours. During these sessions, F&AS staff will conduct training, address issues and answer questions. This page features links to session content and a schedule of topics for the 2023-24 academic year.
| Date | Topic | Description | Updates |
|---|---|---|---|
| Sept. 21 | Preparing a Financial Journal | Review steps for processing journal entries. | FY23 closed; process for prior-year requests. |
| Oct. 19 | Creating Excel Pivot Tables | Review steps for downloading reports from Oracle and using pivot tables to analyze information. | F&AS website resources |
| Nov. 16 | Common Chart of Accounts (CCoA) Attributes | Deep dive into CCoA | Update from the Accounts Payable team: Transcepta |
| Dec. 21 | Meet the F&AS Team | Staff introductions; details about functional areas. | Prepare for winter curtailment |
| 2024 | |||
| Jan. 18 | Smart View Refresh (Actuals) | How to use Smart View to compare actuals to your budgets. | |
| Feb. 15 | Interlocation Transfer of Funds (ITF) | How to request outgoing ITF and involvement by Financial Planning & Analysis, along with how the transfers are reflected on the general ledger by F&AS for incoming and outgoing ITFs. | |
| March 21 | Distribution of Payroll Expense (DOPE) Report | How to navigate DOPE report discrepancies. Review FY23 issues such as PPM close timing, Function 44. | |
| April 18 | Fiscal Year Close Deadlines | Review fiscal year close schedule and deadlines | |
| May 16 | Interlocation Reimbursement Request (IRR) |
How UC Merced responds to incoming and outgoing IRR (Interlocation Reimbursement Request) activity involving the PPFM and F&AS teams and how entries are reflected in the general and PPM ledgers. |
|
| June 20 | Fiscal Year End | Important topics and dates | Preparing for fiscal year end |
