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  • Student Accounting provides individualized assistance to UCSF students who have active loans.  If you need to postpone your loan payments, please contact the Student Accounting department at (415) 502-4591 for help in choosing an option listed below.
  • Service Unit: Accounting & Reporting
      This letter can be used as a confirming statement that UCSF retains tax exempt status as described in the April 2014 letter from the Internal Revenue Service (IRS).
  • Service Unit: Accounting & Reporting
    The Function chartfield is a 2-character alphanumeric value which fulfills internal and external reporting requirements to track higher education functional classifications. Function code also determines how costs are treated in the research Facilities & Administrative (F&A) or indirect...
  • Service Unit: Payroll
    UCSF employees use Huntington Business Systems (HBS) to submit hours and request leave. Managers, in addition to entering their own time and leave requests, use HBS to edit and approve or unapprove timesheets and leave requests for their employees, along with reviewing employee leave balances and...
  • Contracts and Grants Accounting (CGA) is responsible for sponsored award financial reporting. CGA works with Principal Investigators and departments to ensure that financial reporting is completed timely. Frequency of submission will vary and is based on the terms of each agreement or sponsor...
  • At UCSF, Principal Investigators and department research administrators work with the Office of Sponsored Research (OSR) on pre-award activities from proposal development and submission through award negotiation and acceptance. OSR negotiates award terms on behalf of UCSF and the Regents of the...
  • Prior to spending, foundation gift and endowment income balances must be transferred from the Foundation Business Unit (SFFDN) to the Campus (SFCMP) or Medical Center (SFMED) Business Units. This document addresses the guidelines and PeopleSoft procedures required to complete a transfer of gift and...
  • Service Unit: Accounting & Reporting
      Financial Journals (source code 535) can be used for:
  • Service Unit: Accounts Payable
  • Service Unit: Accounts Payable
      This job aid describes how to add receipts to an Expense Report in MyExpense.
  • Service Unit: Payroll
    UCSF employees use Huntington Business Systems (HBS) to submit hours and request leave. If a timesheet submission deadline is missed, the un-submitted timesheet is retained along with all previously submitted timesheets in HBS History. Employees are paid regardless of approval status of their...
  • The proper administration of an award, including award spending, is the responsibility of the Principal Investigator (PI) and department. It is important the PIs and departments understand the terms and conditions of the award in order to fulfill the requirements outlined by the awarding agency....
  • Service Unit: Accounting & Reporting
      General Ledger verification (GLV) is a key control of UCSF and is a requirement per Campus Administrative Policies. It is the responsibility of each Department to verify the financial transactions recorded in the general ledger are in accordance with all relevant policies, regulations, and...
  • Service Unit: Accounting & Reporting
      Source Codes identify the purpose of PeopleSoft journals. They are also a selection criterion for reporting in the MyReports Transaction Detail Report. Some source codes are limited to PeopleSoft Journal Preparers who are assigned a specific PeopleSoft role to use the source code. Several source...
  • Service Unit: Accounting & Reporting
      Function is a two-character chartfield in the UCSF Chart of Accounts that fulfills internal and external reporting requirements to track higher education function classifications.  Function defines the mission/purpose of the transaction.  Functions also determine how costs are...
  • Service Unit: Accounts Payable
  • Service Unit: Accounting & Reporting
    Cash and Credit Card journals in PeopleSoft are used to record payments received from third parties. Journal Preparers and Journal Approvers are responsible for ensuring that all journal entries are reasonable and accurate based on the documentation, knowledge of the activity, and conformity to...
  • Service Unit: Strategic Initiatives
    Faculty Portfolio is a financial projection and reporting tool designed to aid in the management of a faculty member’s contract, grants, gifts, start-up, retention, and other discretionary funding. The set of Faculty Portfolio Reports include:
  • Service Unit: Accounting & Reporting
    You can filter the custody code list by code, code description, custodian, Dept ID, or Dept ID description.
  • Service Unit: Accounts Payable
    Generally, goods and services provided to the University are paid for after receipt. On occasion, it may be necessary to provide a known and reputable supplier with an advance payment (prepayment). Overview Specific Instances where Advanced Payments are Permissible (with proper approval):

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