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Transcepta to Optimize, Streamline Supplier Invoices

November 2, 2023
Campus colleagues, The Division of Finance and Administration is preparing a major advancement in procurement and accounts payable operations that will bring increased efficiency, transparency, and collaboration to UC Merced’s supplier relationships.  In July 2024, UC Merced will...

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...

Hospitality Services Ready for New Academic Year

July 31, 2023
Thank you for being valuable partners in delivering high-quality events at UC Merced. The trust you place in the Hospitality Services team means so much to us.   In addition to offering a full suite of planning services, catering and guest housing, Hospitality Services manages the...

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...

New Requisition Workflows in Oracle, Concur Launched

July 17, 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...

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...

New Leader of Auxiliary Enterprises and Fiscal Innovation

May 12, 2023
Dear colleagues and friends, We are thrilled to announce that Adriana Rojas has been selected as the Associate Vice Chancellor for Auxiliary Enterprises and Fiscal Innovation at UC Merced. With over 26 years of experience in accounting and finance at the University of Texas at Austin, Rojas...

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...

Travel Reimbursement for Remote Work Rescinded

March 10, 2023
Travel & Expense Management would like to provide you with information about a recent memo ​issued by the UC Office of the President regarding travel reimbursement guidelines for remote work. Based on a previous memo issued in October 2022, travel expenses such as mileage were being...

Important Updates to Honorarium Payments

March 6, 2023
Effective March 20, honorariums paid to individuals will be limited to $2,500 per calendar year. Payment requests that exceed $2,500 will be submitted automatically to Procurement to be processed as a Service Agreement. To ensure compliance to UC Policy D-371-35 , honorarium requests will...

T&E Card Notification Error

March 1, 2023
Campus colleagues, Because of a technical error by the Concur expense management platform, users, delegates and HR Unit approvers who are not Procurement Card holders received multiple email notifications today citing non-compliance with P-Card policies. Rather than notifying only valid P-Card...

P-Card Notifications Start March 1

February 27, 2023
Campus colleagues, This week, the Division of Finance and Administration will begin notifying Procurement Card holders who have unreconciled transactions that they are approaching or in violation of the campus P-Card policy. If you are a cardholder and have transactions more than 10 business...

Financial Transparency Town Hall Set for March 9

February 22, 2023
The campus community is invited to the next Financial Transparency Town Hall, scheduled for 11 a.m.-noon Thursday, March 9 via Zoom. The event will focus on UC Merced's financial outlook and the university's budget call process for Fiscal Year 2023-24. The presenters will be ...

Internal Search for Interim Director of SBS and Campus Cashiering

February 17, 2023
Greetings, colleagues,   The Division of Finance and Administration is holding an internal search for the position of Interim Director of Student Billing Services and Campus Cashiering (job overview attached). We are seeking nominations from within the Division of Finance and Administration....

Feedback Sought for Update of DFA and CBS2 ServiceNow

January 30, 2023
The Division of Finance and Administration is converting the DFA and CBS2 service catalogs – commonly known as ServiceNow – into a service portal with a responsive search feature that streamlines the process of identifying the correct ticket for your requests (the experience will be...

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