Budget & Finance Weekly Digest Banner

March 18, 2025 | Edition #212

Announcements Banner
  • 2 Weeks Left: Budget preparers must submit FY26 budgets in EPBCS by 4/1. VC Offices have access until 4/30. Access EPBCS here.
  • Best Practices in Internal Controls Update: Review the latest resources and information for best practices in internal controls.

  • Default Project Payroll redesign coming soon: A newly redesigned version of the Default Project Payroll will be released next Tuesday, 3/25. 
 
Reminders Banner

⏰ Watch out for these time-sensitive deadlines! ⏰

📌 3/31: Last day to claim unclaimed refund checks from suppliers. Please review the list to see if your department has funds waiting.

📌 4/1: 2 Weeks Left: Budget preparers must submit FY26 budgets in EPBCS by 4/1. VC Offices have access until 4/30. Access EPBCS here.

📌 4/17: UCOP is planning on deprecating the Direct Retro (DR) tool in UCPath effective 7/1/25. Click here for upcoming critical deadlines. (Next deadline is 4/17).

📌 6/30: Advanced Oracle users must complete the Oracle Foundations training or request role removal if access is no longer needed.

 

2 Weeks Left for Budget Development Entries in EPBCS

This year’s budget entry deadline for budget preparers is 4/1. The system remains open to VC Offices through 4/30. Click here to access the EPBCS production environment to complete your FY26 operating budget.  

 

Retirement of Direct Retro Tool in UCPath

UCOP is planning on deprecating the Direct Retro (DR) tool in UCPath effective 7/1/25.

 

Click here for upcoming critical deadlines. Next deadline is 4/17/25.

 

Campus Budget Process: Training Resources and Technical Support

The 2025-26 campus budget development cycle continues this month, with a 4/1 budget entry deadline for budget preparers and a 4/30 system close for VC Offices. While instructor-led training sessions wrapped up last week, the recordings and slide decks from those sessions are available in the Budget and Planning Community of Practice Teams channel. In addition, a self-paced EPBCS training course is also available on UCLC. 

 

For technical issues or system questions, please submit a ticket via the Services and Support ticket portal. Just select Budget & Planning > Oracle Planning & Budgeting (EPBCS). 

 

Best Practices in Internal Controls Update

Review the latest resources and information for best practices in internal controls. Important: the internal controls checklist has been updated so it is easier to use and focuses on higher priority activities to perform monthly and quarterly.

 

Default Project Payroll redesign coming soon

A newly redesigned version of the Default Project Payroll will be released next Tuesday, 3/25.

This rebuild addresses issues with non-standard scenarios, including transactions with incorrect expenditure dates, partially transferred costs, and manual corrections. The new version ensures that cleared amounts no longer appear incorrectly and provides more accurate reporting by properly reflecting cost transfers and adjustments. Heather Sears will be demoing it during Fund Management Office Hours on 3/27.

 
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📜 Weekly Digest Archive 📜

Be sure to check out our previously published articles to review essential information and announcements.

View Weekly Digest Archive
 

Office Hours Calendar

Check out our office hours and sections this week! Our Fund Management, ECERT Effort Reporting, IPPS, ICA, and Reporting hours are linked below. We’re here to support you!

 

Special Reminders:

📣 Internal Control & Accounting (ICA) Office Hours 

Wednesday, 3/26 @ 1PM - 2PM

Join us and ask questions related to Period Close, Payroll reconciliation, Intercampus Recharges, ITFs, General Ledger, Fixed Assets, Capital Equipment, and more in an open forum discussion.

📣 Fund Management Office Hours:

Every Thursday @ 11AM - 12PM

At this week’s office hours, we will continue our Uniform Guidance Training Series with a focus on property standards, including equipment, supplies, and intangible property. Click here for a full schedule, subject to modification. .

📣 IPPS Office Hours:

Every Monday @ 1PM - 2PM 

Every Wednesday and Friday @ 9AM - 10AM

We’ve added two dedicated rooms to support your Transcepta and PaymentWorks questions. Whether you need assistance with onboarding payees, understanding the invoice submission tool for your suppliers, or troubleshooting, our team will be available to provide guidance and answer your questions!

 

Be on the Lookout:

📌 3/19: Join the IPPS Hot Topics: Booking Travel session at 11AM - 12PM to explore Triton Travel booking options for business and personal trips.

📌 3/20: Attend UC San Diego Travel: Before You Go from 9AM - 11AM for an in-depth look at Concur travel booking and preauthorization.

📌 3/20: Learn how to report expenses and process reimbursements at UC San Diego Travel: Reporting Expenses, from 1PM - 3PM.

📌 3/21: Join the Financial Operations Office Hours at 9AM - 10AM for updates from Accounts Receivable, Strategic Design, and Cash & Merchant Services.

📌 3/26: Attend the UCOP Central Travel Office webinar on Car Rentals vs. Rideshare to explore the best travel options based on cost and convenience.

View Full Office Hours Calendar
 
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The Support Framework: Your Guide to Finding Help

Learning all there is to know about budget & finance can feel daunting.

The Support Framework is designed to help the Budget & Finance community, including faculty or staff with financial responsibilities, identify their resources based on the following questions:

  • What can I do on my own?
  • Where can I get help?
  • Who can help escalate?
  • How do I suggest enhancements?

Bookmark or download a copy for quick links to various resources available to you.

Each Tuesday, the Weekly Digest provides important updates related to
Budget & Finance, including Oracle Financials Cloud and Concur Travel & Expense.
Our goal is to deliver timely information that matters to you.

 

Not sure where to find answers? Get started using our Support Framework.

 

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