Internal Controls Policy and Checklist Update
The Internal Controls Policy (PPM 300-15) has been fully approved and published in the Policy & Procedure Manual. The policy formally establishes responsibilities and procedures regarding internal controls for departments and is effective as of February 29, 2024.
Efforts to draft the policy originally started in the calendar year 2019. They continued with the publication of the Best Practices in Internal Controls on Blink in calendar year 2022 and into calendar year 2023. Along the way, there were several ways the document was reviewed and vetted, and updates were shared through the Weekly Digest. Also, the review and approval process involved many levels of campus leadership including the areas of Audit & Management Advisory Services (AMAS), legal, Budget & Finance User Group (BFG), Finance Governance, Controllers, CFOs, and the Chancellor’s Office.
Thank you to everyone who made contributions or supported the input process, provided feedback, asked questions, reviewed, and approved the policy.
Additionally, the internal controls checklist has been updated, and you can obtain a copy of the current checklist on Blink: Best Practices in Internal Controls.
For questions on either the policy or the checklist, please submit a ticket via Services & Support [About: Financial Accounting, Related to: Internal Controls, More Specifically: Internal Controls Support]
The First Course in the Finance Training Series Launching Next Week
The Finance Training Series is aimed at empowering staff across UC San Diego with accessible, self-paced training modules available on demand in the UC Learning Center.
The first course in the series, Oracle Foundations, will launch on March 12th in UC Learning and includes four learning modules:
- Welcome: OFC and reporting navigation basics
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General Ledger and Subledgers: How OFC is structured and information flow
- Chart of Accounts and Chartstrings: Basics of transacting in the General Ledger
- Intro to Project Portfolio Management (PPM): POET(AF) and project attributes
More information about the Finance Training Series will be added to the Budget & Finance Training Blink page.
Concur 2.0 Release – Coming Soon!
Integrated Procure-to-Pay Solutions (IPPS) is excited to announce the upcoming release of Concur 2.0! Significant upgrades to Concur will provide a more seamless and efficient experience for all Triton community members who conduct business on behalf of the university.
Concur 2.0 is more than a simple bug fix; it is a strategic reconfiguration of the site to minimize data entry requirements and enhance accounting visibility. This upgrade is the culmination of extensive data analysis collected from Tritons who have traveled or entertained on behalf of UC San Diego. The release of Concur 2.0 effectively addresses many of the pain points since the initial launch of Concur.
Concur 2.0 Highlights
Intuitive Flow
- A more intuitive workflow gives you the ability to group expenses, add allocations, and view allocations (Project or GL string) in one place.
Less Data Entry
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Only provide data that is needed (Project OR GL string – not both!).
- Categorize expenses one time (SAP Concur Expense Types + UCSD Expenditure Types work together!)
More Data Transparency
- The taxable status of expenses is visible on the expense entry screen.
- Account codes are visible on all expenses.
- Verify allocations in a single window.
IPPS is setting up a Blink page with a detailed list of enhancements. Stay tuned for more information as we are nearing the official launch date in April.
