Fiscal Best Practice Resources

Academic Affairs is creating fiscal training materials and sessions for initial presentation in the monthly AA Fiscal Contacts meetings for Fall 2022.

SEP 20, 2022:  "Fiscal Year to Date vs. Inception to Date Reporting"

Presenter:  Eva Thiveos

Resources: Slides (pdf), Recording (video)

OCT 18, 2022: "Zero Project Reconciliation and GL-PPM Reconciliation"

Presenter:  Eva Thiveos, Lindsay Root, Natalie Wolfe

Resources:  Slides (pdf), Recording (video), and COE ESR Resources link from chat.

NOV 15, 2022: "Monthly Reconciliation Using the NOR Report"

Presenter:  Eva Thiveos, Lindsay Root, Natalie Wolfe

Resources:  Slides (pdf), Recording (video), Fiscal Manager Resource Tool (Google sheet)

DEC 20, 2022: "Understanding the DOPES for Payroll Reconciliation"

Presenter:  Cherry Park

Resources: Slides (pdf), Recording (video)

Links provided during the session:

• Transactor Resources (UCPath)  
• How to Configure Dept Default FAUs (Collab)  
• How to Configure Dept Default FAUs (KBA)  

JAN 17, 2023: "High Risk Ledger Review"

Presenter:  Eva Thiveos

Resources: Slides (pdf), Recording (video)

Links provided during the session:

• Transaction Details Report - High Risk Ledger Review (Blink)  
• Finance Office Hours Support (Blink)

FEB 21, 2023: "Monthly Reconciliation Using the Project Setup Match Errors Report"

Presenter:  Lindsay Root

Resources: Slides (pdf), Recording (video)