News From the Controller's Office

Accounting and Reporting

  • The procedures for accessing archived PeopleSoft data have changed. Requests for PeopleSoft data prior to July 2013, previously accessible from the PeopleSoft (Archive) link via MyAccess, should be directed to the IT Service Desk. In addition to the PeopleSoft archive, WebLinks is used for historical data reporting (through February 2014) in the...
  • Effective October 2018, UCSF IT custom website hosting recharges will be recorded using the new electronic recharge source code 5BF. John Kealy, IT Customer Communications Manager, will manage this recharge program. Consult Recharges and Costed Central Activities for information on identifying and reviewing recharge activity. Refer to the list of...

Contracts and Grants Accounting

  • The Post Award Management (PAM) training series provides an introduction to post award processes for new employees and is also a good knowledge refresher for those seeking a basic process review. There are five separate two-hour modules in the PAM series. The PAM series is presented twice per year. Currently scheduled and available for...
  • October 28, 2018 was the deadline for effort reporting certifications for the January 1 to June 30, 2018 period.  If you have not yet certified, please complete the certification process as soon as possible so UCSF meets the required 100% certification rate. CGA is beginning to distribute periodic escalating notifications as described in the...
  • The Controller's Office is pleased to introduce David Scarbeary-Simmons as the new Support Team Manager for Contracts and Grants Accounting. Working in close collaboration with Principal Investigators, research administrators, and university partners, the Support Team Manager oversees Accounting Analysis, Collections, and Project and Data...

MyReports

  • To better facilitate report scheduling, an effort is underway to add filter and display options to the filter page that are currently only found on the HTML output of the report. Making all filters available on a report’s filter page allows users to create and save a MyFavorite for any combination of filters. The MyFavorite can subsequently be...
  • The frequency for sourcing UCSF Health budget, flex, and actual units of service (UOS) and FTE data into MyReports is being increased. The previous schedule for data transfers from EPSi to the Financial and Administrative Data Warehouse (FADW) was Tuesday and Thursday nights. Labor-related data transfers now occur nightly, if and when needed, as...

Payroll

  • Due to the Thanksgiving holiday, the November 17, 2018 pay period will close early in HBS. The HBS system will be closed for all users (employees, managers, and Human Resources) at midnight, Monday, November 19. Please review your HBS data as soon as possible but no later than November 19, 2018. If you have questions about HBS, contact the...

Capital Equipment and Accounting

  • Effective October 2018, a combo edit rule has been established in BearBuy and PeopleSoft to validate the recording of capital equipment purchases made with sponsored funds. This rule helps to ensure accurate financial reporting and the full and appropriate recovery of Facilities & Administrative (F&A) costs for these purchases. Capital...