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Welcome to the latest edition of BFS Insider News, featuring important updates, reminders, and resources from across Business & Financial Services. |
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Before granting applicable system access, System Access Administrators (SAAs) must confirm that employees have completed all Gender Recognition and Lived Name (GRLN) requirements. This verification must occur each time applicable access or roles are requested or assigned.
Employees must complete:
- UC Policy on Gender Recognition and Lived Name
- Gender Recognition & Lived Name: An Introduction to Gender Awareness
- Confidentiality Agreement — completed once and submitted to HRPolicy@ucr.edu
These requirements apply to systems that provide access to protected employee information, including UCPath, TARS, Oracle Financials, Looker Finance, Concur Travel and Expense, and related payroll and financial systems. For complete details, review the UCR Gender Recognition and Lived Name policy.
Note: Please note that for Concur Travel and Expense, the GRLN training is not applicable to Traveler only roles and access.
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Expanded PPM Reporting
The Looker - Finance Explore now includes additional Oracle Project Portfolio Management (PPM) data, including new dimensions and new measures for Project Budget Amount ITD and Project Cost Amount. Read the full announcement. |
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Payroll Certification Progress
Continued Action Needed
Thank you to departments for continuing to complete outstanding Payroll Certifications. The latest completion rates, as of July 24, are shown at right.
Phase I and Phase II remain past due, and departments should continue completing Phase III certifications to support compliance and accurate financial reporting.
Please review outstanding items and coordinate with responsible certifiers to resolve any delays.
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FY26 Fiscal Close
Preliminary Close Complete
The June 2026 Period 12 Preliminary Final period closed on July 15. Financial Transaction Detail Reports and PI Summary Reports are now available for departmental review. Departments should continue working through the remaining fiscal close activities to support accurate financial reporting and a timely final close:
- Review Financial Transaction Detail and PI Summary Reports.
- Investigate and resolve unexpected balances or discrepancies.
- Complete outstanding ledger reconciliation and certifications.
- Confirm that accruals, deferrals, and cost transfers were processed correctly.
- Review open commitments and project balances carried into the new fiscal year.
- Continue monitoring the Fiscal Close schedule for remaining deadlines.
Visit the FY26 Fiscal Close webpage for inquiries key contacts for inquiries.
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CCRRS Update
New Over/Short Cash Account Selection
CCRRS now requires users to select the appropriate Over/Short Cash account based on the fund being used. The system will no longer automatically populate account 470900 when an over/short amount is entered. Review the full CCRRS notice for screenshots and account selection guidance.
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Requisitions Update
View PO Line Details from My Requisitions
Users can now view purchase order line details directly from requisitions in RSSP. Filter My Requisitions to the Ordered status, open the requisition, and select the linked PO number in the Lines section to view details for all PO lines.
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Reminder: Review Open Freight Lines
Help Close Purchase Orders
For freight bills of $500 or more, add a separate PO line using account 543100 – Freight so the invoice can be matched and routed through the appropriate approval workflow.
If the supplier charges shipping and handling at any dollar amount, enter the full amount on a separate taxable PO line using account 543100 and update the line to taxable.
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Departments should retain supporting freight documentation. Accounts Payable will not routinely request it, but Accounting may request it when needed.
Use the PO Encumbrance Report to identify freight lines that remain Reserved or Partially Liquidated. If the invoice has been processed and paid, no additional invoices are expected, and freight is the only remaining encumbrance, the PO may be marked finally closed. Refer to the training guide for additional instructions.
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Concur Learning Series
Coming this Fall
Based on your feedback, we’re launching a new Concur Learning Series in Fall 2026. These practical, engaging sessions will cover everything from system tips and upcoming enhancements to new features, reporting, and the essentials of travel and non-travel reimbursements.
Whether you’re new to Concur or looking to sharpen your skills, there will be something for everyone. Session topics and dates are coming soon—stay tuned!
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Delta Introduces Basic Premium Cabin Fares
Lower Fares with Additional Restrictions
Delta introduced Basic fare options in premium cabins. These fares may offer a lower price but can include reduced flexibility, seat assignment limitations, lower mileage earning, and change or cancellation fees. Learn more here.
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Updated Rental Vehicle Resources
Booking, Insurance, Rideshare, and Accident Reporting
Updated resources explain how to book a rental vehicle, when UC-negotiated insurance applies, what coverage may be unnecessary at the rental counter, how to report an accident, and when rideshare services such as Uber may be appropriate.
Review the guidance before booking so you understand the available coverage and know what steps to take if an incident occurs. See Rental Vehicles.
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