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Jan 11, 2025

Third-Party Lodging: New Form and Streamlined Process

Effective Monday, January 13, the Third-Party Lodging online form was streamlined into a single-page format that directly links to the Controller’s Office travel website.  The University Accounts Payable (AP) team… 

Jan 11, 2025

Reminder of Query for Open Purchase Orders with Encumbrances

Encumbered funds are money set aside to pay for obligated or planned expenses. All non-MarketPlace purchase orders (POs) are encumbered. The open encumbrance query shows the open amount left on… 

Jan 11, 2025

New Learning Resource: Supplier Information 101

Procurement and Business Services announced that the self-paced online course, Supplier Information 101, is now open for registration. This course was designed to help campus departments support their vendors during… 

Jan 11, 2025

Invoice Number Guidelines for Supplier Invoices

Supplier invoices should contain an invoice number. Invoice numbers help to identify payments, ensure payments are made to the correct supplier, prevent duplicate payments, and track invoices. The invoice number… 

Jan 11, 2025

Detailed Deposit Descriptions

When submitting deposit paperwork, please include a detailed description of the deposit’s purpose as part of the backup documentation. Accounts Receivable needs to review this description, especially as it relates… 

Jan 11, 2025

CBO Accounts Receivable (A/R) Aging Pilot

This is the 2nd month of the CBO pilot program where Accounts Receivable (A/R) will send the A/R Aging Reports to departments for review and/or follow-up.  A/R will continue to… 

Jan 11, 2025

Billing Request Reminders

Billing Best Practice It is a best practice for CALS departments to utilize ServiceNow (SN) for all internal and external billing requests as it helps to ensure compliance and adherence… 

Jan 11, 2025

Outdated Interdepartmental Memos and “Agreements”

Within CALS, several departments have memos or “agreements” related to cross-usage of space and the fees departments are paying for this usage. Unfortunately, these documents can date back more than… 

Jan 11, 2025

Mobile Communication Devices Reminder

As shared during the Business Connections Meeting on Jan. 9, the University Controller’s office is working to address the MCDs submitted after the stated deadline, but will require the PI/Dept… 

Jan 11, 2025

Changes to IDT Attachments

Per an email sent out by Yessy Mendoza-Tate, ERA Financial System Development Manager, Interdepartmental Transactions (IDT) attachments have moved from PeopleSoft into OnBase in preparation for a future enhancement that…