Fiscal Best Practice Resources
Academic Affairs Fiscal Contact Training
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:
FEB 21, 2023: "Monthly Reconciliation Using the Project Setup Match Errors Report"
Presenter: Lindsay Root
Resources: Slides (pdf), Recording (video)
Trend Analytics Dashboard
More information coming soon...
Fiscal Manager Resource Tool
The Fiscal Manager Resource Tool (Google sheet) was introduced and demonstrated in the Nov 15, 2022 Academic Affairs Fiscal Contacts Meeting "Monthly Reconciliation Using the NOR Report" by presenters Eva Thiveos, Lindsay Root, Natalie Wolfe.
Internal Controls Checklist
Link to the ICA Internal Controls Checklist - more info to come soon.