Since its re-launch in September 2023, the enhanced Proposal and Award Metrics Dashboard (PAMDash) has received over 3,000 views. If you did not attend our earlier training sessions, now is the perfect time to get acquainted with the dashboard.Whether you are a regular user or you have not yet explored PAMDash, join us for one of two office hour sessions for a dashboard overview and to get answers to your questions. Contracts and Grants Accounting will also share what is planned for the next round of enhancements and want to hear your feedback.Join our office hours (opens in new window) on:Date: February 15 and March 15Time: 11:10 a.m. - noonDon't miss out on learning how you can make the most of PAMDash features to enhance your award management workflow. Drop in to either of our two upcoming office hour sessions by following the link above at the start of each session (MyAccess login required).
Later this month, the MyReports team will release a new version of the Distribution of Payroll Expense (DPE) by Account Report. Based on input from the MyReports Campus Advisory Group, a new Suspense Indicator filter will be available to support the monitoring of suspense activity. In addition, the Suspense Indicator field will be included in the default display columns for the report.There are also adjustments to how the following fields are displayed to help narrow the width of the default report:The Employee Record Number will be abbreviated to Emp Rec NoThe Display Columns filter for Earn Begin Date will default to uncheckedThe Display Columns filter for Paycheck Date will default to uncheckedUsers can select from the Display Columns picklist filter to further tailor the report output and can save individual filter settings via the MyFavorites functionality.Look for an additional announcement via the MyReports listserv once the new report features are available. Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.
UCSF implemented changes to PeopleSoft Financials in July 2023 to comply with the UC Office of the President’s Common Chart of Accounts (CCOA).In an ongoing effort to meet contract and grant reporting requirements since the CCOA go-live, the Controller’s Office is implementing a change in the use of Account numbers when recording journal entries for Intercampus Orders and Charges (IOC) and Interlocation Transfer of Funds (ITF). Moving forward, these recharges must be recorded using an Account number that indicates the UC location, instead of an Account reflecting the nature of the expense.Effective January 1, 2024, the Controller’s Office will record IOC and ITF transactions related to UCSF sponsored projects using two sets of Accounts:A new Account range, 52701-52711, will be used to record non-sponsored project to sponsored project activities:52701: UCB-Recharge Sponsor Expense52703: UCD-Recharge Sponsor Expense52704: UCLA-Recharge Sponsor Expense52705: UCR-Recharge Sponsor Expense52706: UCSD-Recharge Sponsor Expense52707: UCSC-Recharge Sponsor Expense52708: UCSB-Recharge Sponsor Expense52709: UCI-Recharge Sponsor Expense52710: UCM-Recharge Sponsor Expense52711: UCOP-Recharge Sponsor ExpenseThe existing Account range, 77301-77311, will be used to record non-sponsored project to non-sponsored project activities only:77301: UCB-Recharge Expense77303: UCD-Recharge Expense77304: UCLA-Recharge Expense77305: UCR-Recharge Expense77306: UCSD-Recharge Expense77307: UCSC-Recharge Expense77308: UCSB-Recharge Expense77309: UCI-Recharge Expense77310: UCM-Recharge Expense77311: UCOP-Recharge ExpenseMore information about handling ITF and IOC transfers is available on the Controller’s Office website. If you have questions, email [email protected].
With the start of the new calendar year, all employees should review these important deadlines related to pay, taxes, and benefits and take action as needed.January 12, 2024: Tax information deadlineUCPath will begin to process W-2s in late January. To ensure the information on your W-2 is complete, accurate, and reaches you, take the following steps by January 12, 2024:Opt-in for electronic W-2. The secure and convenient way to receive your W-2. To sign up, log in to UCPath online, then select Employee Actions > Income and Taxes > Enroll to Receive Online W-2.Verify personal email and home address in UCPath online. Both your email and home address must be accurate regardless of whether you receive an electronic or paper W-2.Verify dependents. To review or update your dependent information, log in to UCPath (opens in new window), and select Employee Actions > Health and Welfare > Dependent Coverage.International workers: Verify GLACIER account information. International employees may receive a W-2 or 1042-S (Foreign Person's U.S. Source Income Subject to Withholding). To ensure your tax information is sent correctly, verify that your personal email and home addresses match exactly in UCPath online and the GLACIER tax database. You may also opt to have an electronic 1042-S through GLACIER. Learn more about Form 1042-S (opens in new window).February 15, 2024: Deadline to claim exemption from withholdingIf you claim exemption from tax withholding you are required by the IRS to complete a new W-4 each year. If you claim exemption from withholding in 2024, make this choice in UCPath before February 15.Have questions or need help?Read more (opens in new window) about tax and payroll reminders on UCnet. To get help, log into UCPath (opens in new window) and click Ask UCPath to submit an inquiry. You can also call the UCPath Center to speak with an associate at (855) 982‐7284 from 8 a.m. to 5 p.m. (PDT) Monday through Friday.
Beginning April 2024, the Controller’s Office Cash Operations Team will resume transfers to the Central Fund of cash, wire, and ACH payments received in UCSF’s main depository account that remain unclaimed for over 12 months. This transfer process was paused in early 2023 to allow Controller’s Office personnel to make improvements to the cash application and department accounts receivable processes.With these improvements complete, more payment information is available to help departments identify and claim funds. Instructions for identifying and handling unclaimed payments, including additional information about outstanding unclaimed payments, are available on the Controller’s Office website.If you have questions about this change, email the Cash Operations Team at [email protected].
Due to upcoming planned maintenance, all UCPath general ledger (GL) pages will be unavailable from 12 a.m. on Thursday, January 4, 2023, through 12 p.m. on Monday, January 8, 2023.This outage will include access to all UCPath pages for funding entry, salary cost transfers, direct retros, and benefit cost transfers. Transactors cannot view or submit funding entry, salary cost transfer, benefits cost transfer or budget distribution transactions during this downtime. Please complete all necessary UCPath transactions before the outage begins.
UCSF General Ledger Schedule Activity Date
UCSF General Ledger Schedule Activity Date
UCSF General Ledger Schedule Activity Date
UCSF General Ledger Schedule Activity Date
