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UCM Plan Migration complete - Update Access Links

April 29, 2024
POST – MIGRATION NOTICE: You will not be able to access UCM Plan with the current link you have been using (for web access or through SmartView).  As communicated on Friday 4/26, we have migrated our UCM Plan application to a new Oracle Enterprise EPM license environment, and the old/...

Enhancing Efficiency by Simplifying Chart String Selection

April 29, 2024
If there’s a phrase many of us dread, it’s “Please provide your COA.” A COA (or Chart of Accounts string) is that alphanumeric mashup required for university purchasing, but not easy to remember. The Financial Management & Reporting Task Force has...

UCM Plan Migrating from EPBCS to new Oracle EPM License environment April 27 weekend

April 26, 2024
PRE–MIGRATION NOTICE: We are migrating our Oracle EPM environment (UCM Plan) to a new enterprise license type – this is very similar to an Oracle data center migration, except that we will be required to change the link we use to access our UCM Plan application. This change will...

OIT Office Hours for Departmental Financial Analysts

April 26, 2024
The Office of Information Technology (OIT) will be conducting bi-weekly office hours every other Thursday, starting May 2nd, via Zoom from 3 - 4:30 PM. These sessions are specifically tailored for departmental Financial Analysts seeking assistance with technical matters related to SmartView,...

Improving Financial Management and Reporting Task Force - Apr 2024 Update

April 15, 2024

Improving Financial Management and Reporting Task Force Update

April 15, 2024
April 2024 progress report from the Financial Management and Reporting Task Force, 

Guidance for Recharge Units; New Rule for Primary Approvers

October 30, 2023
Are You a Self-Supporting Recharge Operation? Recharge operations function like a non-profit business, collecting enough revenues to cover costs. Services offered are rate-based and advance the university's education, research or public service functions. Please review Self-...

NSF Discipline Code Required for All Project Attributes

October 20, 2023
The UC Merced Office of the Controller is issuing the following guidance on the Project Attribute in the Common Chart of Accounts (CCoA). The Project Attribute tracks the financial activity for a “body of work" that often has a start and end date that spans fiscal years or...

Message from the Chancellor: Improving Financial Reporting

October 20, 2023
A message from Chancellor Juan Sánchez Muñoz, Ph.D. Dear colleagues,   I have listened to concerns from faculty and staff about our financial reporting system and, as you may have heard in my annual State of the University address, have made these concerns a top priority....

Message to Faculty on Financial System and Management

August 28, 2023
Campus colleagues, With the start of the academic year, we wanted to reach out to faculty and academic employees with an overview of the efforts we have taken and will be taking to support efficient use and continued improvement of UC Merced’s financial management system, as well as...

Introducing the DFA Service Portal

August 2, 2023
.responsive { width: 100%; height: auto; } It is now easier than ever to find the help you need for financial transactions, purchases, systems and administrative assistance. The new DFA Service Portal organizes our extensive list of support tickets and knowledge articles into a searchable...

New Requisition Workflows in Oracle, Concur Launched

July 18, 2023
Updates were launched successfully Friday in Oracle and Concur that streamline the requisition workflow for research administrators and fiscal approvers. The RA workflow in Oracle is now based on the assigned RA for each project attribute. Projects will no longer require a secondary signoff by a...

Get Ready for Fiscal and RA Requisition Approval Changes

July 12, 2023
Subject: Requisition Review and Oracle Requisition Entry Guidelines  In the July 10 Monday Memo, the Division of Finance and Administration announced the launch later this week of a streamlined approval workflow in Oracle and Concur for research administrators (RAs) and fiscal...

Optimized Fiscal and Research Administrator Workflows

July 7, 2023
Effective Friday July 14, updates will be implemented within Oracle and Concur to streamline approval workflow for Research Administrators (RA) and Fiscal approvers.    Oracle Updates Oracle approval workflow has been updated to note that only one approver will be required for...

Adding Financial Analysts to Schools to Support Research Funding

April 6, 2023
To the UC Merced research community: Faculty are having a difficult time obtaining account balances in order for them to manage the use of resources to support their research. Looking into this further, we have identified two different types of financial reporting that faculty need to support...

Oracle Knowledge Tool Adds Accounting, Project Administration

December 5, 2022
Guided Learning features that support accounting tasks have been added to the Oracle financial management system. The guides provide assistance in areas such as invoicing, receivables, fixed assets and project administration. Guided Learning is a knowledge tool that lives in the Oracle...

Research Newsletter Updates 10/28 & 11/4

November 4, 2022
Updates from interim Vice Chancellor and CFO Kurt Schnier: Nov. 4 update: Our team has started a Requisition Workflow Optimization project to improve the processes associated with financial transactions. We will soon discuss this effort with the Oracle Advisory Committee to determine the best...

Research Newsletter Report 10/14/22

October 14, 2022
Report by interim Vice Chancellor and Chief Financial Officer Kurt Schnier: Thank you to everyone who joined the Oracle Town Hall on Monday, Oct. 10. For those who were unable to attend but would like to see the presentation and discussion we have posted the slides and video . We also greatly...

Research Newsletter Report 10/7/22

October 14, 2022
Report by interim Vice Chancellor and Chief Financial Officer Kurt Schnier: Our DFA teams have been working very closely with your research administrators (RAs) to assist you and your RAs with the management of your contracts and grants. To improve efficiency in the management of your funds, we...

Research Newsletter Report 9/30/22

September 30, 2022
A report by interim Vice Chancellor and Chief Information Officer to the Research Newsletter: This week, we completed the last step of our fiscal close process by completing the year-end process and rolling forward the budgets for FY23. With all the steps now complete, we are moving forward with...

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