Accounting in Oracle

ORACLE LOGIN

UCMPLAN LOGIN

DFA SERVICE PORTAL

CoA MASTER VALUES

Tools

Check Your Level of Oracle Access

Mapping the Chart of Accounts (CoA)

Overview of CoA and Chart String Segments (PDF)

Expenditure Allowability Grid (SSO Required) - NEW

Sub-ledger, General Ledger Closing Dates

Here are the closing dates for the General Ledger and Sub-ledger for each period in Fiscal Year 2023-24. This chart will be updated as the fiscal year progresses.

Videos/Guides: Accounts Payable Invoice Training

How to Submit a Cost Transfer Request to Accounts Payable (PDF)

Accounts Payable Cost Transfer Request Template (Excel)

Video: Accounts Receivable Overview

Guides: Accounting

How to Submit a Cost Transfer Request to Accounts Payable (PDF)

General Ledger Account Monitor Overview (PDF)

Videos/Guides: SmartView Basics

Oracle Smart View is an Excel-based analysis tool that allows ad hoc reporting on budgeting data. It allows drag and drop, drill-down and pivoting options to manipulate data. Smart View reports can be saved offline and refreshed with the latest, real-time budgeting data from UCMPLAN.

Windows Users

Users with a Windows operating system can install SmartView by following the SmartView Installation Instructions

Mac Users

Mac users can install SmartView using one of the following two methods:

Parallels - on a Mac using Parallels use the SmartView Installation Instructions
Mac OS - To run SmartView in the native OS, submit a ServiceNow ticket request.