October 21, 2025 | Edition #243
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Enterprise Planning and Budgeting Cloud Service (EPBCS) Rebranding: EPBCS is now UCSDPLAN—continue using existing links while referring to the system by its new name in all communications.
Procure to Pay Panorama Enhancements: The Invoice Inquiry Report now includes new approval prompts, tax-related columns, and Financial Unit L4 for improved tax reporting accuracy.
Award Management Series Course 3 Launch: A new self-paced module on monthly award cost reconciliation goes live October 28—part of UCSD’s Finance Training Program to support staff with on-demand learning.
Effort Report Certification Reminder: Complete overdue certifications immediately and submit Jan–Jun 2025 reports by December 15 to maintain compliance and funding eligibility.
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⏰ Watch out for these time-sensitive deadlines! ⏰
📌 10/28: Award Management Series Course 3 launches in the Finance Training Program.
📌 11/1: Transition begins—Clinical Trials Billing moves from SPARCM to Oracle Financials Cloud (OFC).
📌 11/7: Last day to submit Move/Relocation expense reports for calendar year processing.
📌 12/15: Complete effort certifications for Jan–Jun 2025.
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Enterprise Planning and Budgeting Cloud Service (EPBCS) is now UCSDPLAN
The Campus Budget Office is pleased to announce that our Enterprise Planning and Budgeting Cloud Service (EPBCS) system is being rebranded to UCSDPLAN.
What's Changing?
System Name: EPBCS → UCSDPLAN
References: All documentation, training materials, and communications will reflect the new name
What's Staying the Same?
Functionality: All features and capabilities remain unchanged outside of planned enhancements for the upcoming budget cycle
User Access: Your existing credentials and permissions will continue to work
Data: All your planning data is preserved
What You Need to Do?
Begin using "UCSDPLAN" when referring to the system in all communications
Login Portal: Continue using existing system links. We will notice everyone as links change. Rebranding updates will be completed within the coming months in advance of the budget process.
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Enhancements to the Procure to Pay Panorama
The following enhancements have been made to the Procure to Pay Panorama - Invoice Inquiry Report (Invoice Line View) for tax reporting:
- Added an Approval Status prompt.
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Added columns: Tax Withholding, Tax User-Defined Fiscal Classification, and Income Tax Type.
- Financial Unit L4 has been added to Invoice Inquiry and Invoice Summary reports.
Special thanks to Abby Vongkeo and Nickolaus Lekovish for submitting enhancement requests.
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Move/Relocation Expense Report End-of-Year Submission Deadline
The last day to submit Move/Relocation expense reports to ensure that it gets approved during this calendar year is Friday, November 7th. Before the expense report is submitted, please ensure that only allowable expenses are being claimed. For more information on what’s allowable per your job title, please review the Reimbursable Expenses Blink page and make sure to expand each drawer to see who is eligible. For step-by-step guidance for the move process in Concur, please review How to Manage a Move Trip.
If the expense report gets submitted after the deadline, your expense report will be held for approval until January 2026. Since Move/Relocation expenses are taxable to the new employee, Payroll gives us a cut-off date for the last paycheck of the calendar year.
Questions? Please submit a Services & Support case and select "Travel Moves" in the More Specifically category.
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Award Management Series Course 3 Launching Next Week
The third course of the Award Management series, focusing on monthly reconciliation of award costs, in the Finance Training Program will launch on October 28th!
Stay tuned for the launch announcement next week!
The Finance Training Program is aimed at empowering staff across UC San Diego with accessible, self-paced training modules available on demand in the UC Learning Center. More information about the Finance Training Series will be added to the .
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Financial Deficit Report – Operating Funds Enhancement
A prompt for Last Closed Accounting Period has been added to enable users to schedule reports for automatic monthly delivery. Follow this KBA on how to schedule Cognos reports for monthly delivery.
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Financial Deficit Report – Sponsored Projects Enhancement
A prompt for Last Closed Accounting Period has been added to enable users to schedule reports for automatic monthly delivery. Follow this KBA on how to schedule Cognos reports for monthly delivery.
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Thinking about purchasing or renewing software?
Before submitting your requisition, make sure you’re following the right review steps for security and privacy!
- Learn when an ITS or Privacy review is required
- Find out what forms to complete
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Get the right approvals before submitting your requisition
Check out these resources:
- Guided Journey: Use the Guided Journey found under Amount-Based Forms within Oracle for step-by-step support while creating your requisition
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Knowledge Base Article (KBA): Visit How to Purchase Software for full instructions, forms, and contact information
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New How-To Videos for Concur Approvers: Reviewing Travel and Event Expense Reports
The Travel & Entertainment team just added two helpful new videos to our MediaSpace playlist:
These quick videos are designed to walk you through key features and best practices that are essential for reviewing and approving expense reports in Concur. Whether you're new to the role or looking to sharpen your skills, these videos are a great resource.
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📢 Coming Soon: Statements & Late Fees – Effective January 1, 2026
We’ll soon be introducing customer statements and late fee policies starting January 1, 2026.
More information, including details on timelines and procedures, will be shared in the coming weeks.
Stay tuned for updates!
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Available across the Home Page, Preferences, My Requisitions, Requisitions Forms, Attachments, and Cart.
Guided Journeys in the Requisitions Module
Simplify your Oracle requisitions with Guided Journeys, in-system tips and instructions that help you complete tasks faster and more accurately in the new Requisitions Module.
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Banners: Dark blue sections with tips (look for the compass icon on the right)
- Links: Blue text links with a compass icon for step-by-step guidance
Learn more and see examples in our new KBA: How to Use Guided Journeys in the Requisitions Module
💡 Tip: Look for the compass icon—it marks all Guided Journeys!
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| 📜 Weekly Digest Archive 📜
Be sure to check out our previously published articles to review essential information and announcements.
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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!
📢 Fund Management Office Hours link and schedule!
This Thursday’s fund management office hours (10/23) will be the first UCPath/Payroll session! We aim to foster collaboration between Fund Managers and key contacts in UCPath, Payroll Financial Management, and related areas by providing space for updates and open Q&A. See you there!
- Office hours are now twice a month with an updated format.
- Have any announcements or content to share? Contact the organizers at fmoh@ucsd.edu.
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The Support Framework: Your Guide to Finding Help
Learning all there is to know about budget & finance can feel daunting.
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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:
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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.
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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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