The Office of Finance and Treasury is pleased to welcome Jim Matteo, our new Vice President for Finance and Treasurer!
Join us on November 2, 2018 for the University Travel Showcase, from 10:00 a.m. to 2:00 p.m. in the Frick Atrium. To learn more, visit the Travel Showcase webpage.
The year end close website, including the updated calendar, and tips and information for the close, is now available!
The new Capital Asset Management Module is now live. Learn more about this module on the Training & Reference Materials webpage.
The University is aware of and investigating individuals attempting to defraud suppliers by presenting themselves as associates from the University’s Procurement Services department and soliciting quotes for various goods. For more information, see the Special Information for Suppliers webpage.
The IRS has issued a statement regarding the new IRS Withholding for 2018. The statement is available here.
The newly enhanced Financial Management Reports are now available in the Financial Management folder of the Information Warehouse. To learn more about the reports, and upcoming training opportunities, see the Special Edition of The General Ledger newsletter.
A new policy has been added to the Policy Library called Departmental Overhead Charges to Gift and Endowment Funds.
The FY17 year end close calendar and webpages are now available. Registration is also open for the Year End Close Information Sessions. Learn more on the Year End Close Webpage.
The new Monthly Actuals (FIN014) report is used for the review and comparison of actuals and trends month-over-month and year-over-year. This report provides chartstring actual totals for each month of the selected fiscal year, total fiscal year-to-date, and totals for two prior fiscal years.
The Internal Revenue Service has issued an ITIN Policy change, effective October 1, 2016. More information can be found on the Scholarships & Fellowships webpage.
The University Copier Program will provide new, multifunctional copiers that print and copy in color, and provide scan and fax capabilities at a lower cost to departments. Learn more by visiting the University Copier Program website.
The August edition of the General Ledger Newsletter is now available, featuring the University Copier Program and Student Program Taxation information.
The May edition of The General Ledger newsletter is now available, featuring Year End Close 2016 and two new financial reports.
The new Current Open Purchase Order Encumbrances report (FIN065) provides users with a sortable list of all open purchase order encumbrances, liquidations and remaining encumbrance. Learn more about the FIN065 report.
Payroll schedules for fiscal year 2017 are now available on the Monthly & Biweekly Payroll Cycles webpage.
The new Supplier Management Process is now available for use in the Prime Marketplace! For more information, including links to training materials, please visit the New Supplier Management Process webpage.
The FIN068 “Fund Restriction/Designation by Initial Department/Fund/Program Payout Distribution” report provides a condensed summary of distributed investment income payout, restrictions, and endowment book and market values for each invested fund source that flows to a user-selected chartstring. Learn more - FIN068 Report Reference Guide.
Information about Year End Close 2016 is now available! Visit the Year End Close webpage for information about the calendar, information sessions, and tips for making the close process easier.
Prime reports now allow for the suppression of Encumbrance information on the FIN015 Transaction Detail by Chartstring and FIN016 Transaction Extract reports. Additional improvements have been made to drills from certain reports into the FIN015. Learn more about the report updates on the What's New: Prime Reporting webpage.