News From the Controller's Office

Accounting and Reporting

  • A new Fund 5017, “Sales and service, central use only”, has been added to the Fund Tree.  This new unrestricted fund will be used to record the net position associated with some specific central long-term liabilities. Although you will see this Fund on the Fund Tree, it is intended for Central use only and should not be used by...

Accounts Payable (AP) and Travel

  • The University of California Office of the President (UCOP) Central Travel Office hosts webinars to educate and inform UC travelers on travel benefits and topics. Click the session title to register for the session(s) that interest you: Peninsula Visa Services - October 5 at 11 a.m. (30 minutes) The University of California has signed an...
  • The University of California Office of the President (UCOP) recently announced several policy changes including key changes described below. These changes, which will go into effect on October 15, 2017, align with recommendations in the State audit of the Office of the President that was issued in April. Additionally, the ...

Cash Handling and Petty Cash Administration

  • A new UCSF Box file has been created specifically for cash, Automated Clearing House credits (ACH), and wire transfers that have not been claimed by departments for 60 days. This Monthly Undistributed Cash, ACH, and Wire Payments file will be updated on a monthly basis by the 15th business day of each month. Department cash journal preparers...

Contracts and Grants Accounting

  • The Post Award Management (PAM) training series is designed as 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...
  • Effort reporting for the January 1 to June 30, 2017 period is due by October 28, 2017.  If you have not yet certified, please complete the certification process as soon as possible to ensure that UCSF meets the required 100% certification rate. Per current UCSF Campus Administrative Policy 300-20, all personnel paid from, or with effort...
  • As announced in the September 2017 Controller’s Office Newsletter, system enhancements were implemented to allow for better management of sponsored projects. Specifically, these updates allow us to better account for program income and for project or task order specific periods.  We are happy to report that we successfully...
  • To meet Governmental Accounting Standards Board (GASB) accounting standards, revenue can only be recognized when earned. If revenue has been recorded due to cash receipt or invoicing but certain milestones or actions must be completed before it is considered earned, the revenue cannot be included in current earnings and must be deferred into...

MyReports

  • The Inquiry Reports on the Controller's Office website provide easy access to many commonly used codes and values.  Two new searches are now available: Alt Account and Department Functional Role.   The Alt Account chartfield is used by UCSF Health to characterize financial transactions and to facilitate internal and external...
  • The Sponsored Awards Summary Report has been modified to include the previously announced new Accounts Receivable (AR) and Unbilled AR Accounts. The Sponsored Awards Summary Report is located on the Faculty Portfolio tab and shows Research Administration System (RAS) billing and payment information as well as Budget Balance and...
  • The MyReports Advisory Groups reconvened in September and proposed a list of recommendations for report enhancements. Both the Faculty Portfolio and Financial/Human Resources groups decided to focus on "quick wins" rather than more complicated and lengthy endeavors. Upcoming enhancements will target report output and filter page modifications...

Payroll