The latest FMM updates and reminders
Recent highlights and updates |
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Share your thoughts in our Go-Live Feedback Survey!
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Your anonymous and candid responses will help us improve communications, training, and support resources as we continue transitioning to the new financial system. Thank you to those of you who have already completed this activity.
Deadline to complete this brief survey is Friday, October 3 at 5pm.
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Transfers of Expense (TOE) Go-Live Update |
The non-project transfers go-live for the new Transfers of Expense (TOE) tool has been delayed due to a system issue identified last week. We are working to resolve this as quickly as possible and expect to have this module available for campus use in the coming weeks. Please note that TOE is currently available for users designated to complete project transfers in Oracle Financials Cloud. More information will be shared soon.
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Review our office hours schedule for new topics offered, as well as extended dates and modified cadences for existing topics:
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- CCOA
- Enterprise Performance Management
- Reporting
- General Accounting
- Procurement
- PGM Faculty Funds
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Important Reminder: Award and Project Reporting for Faculty |
The PGM Admin Dashboard in FinHub now provides accurate award and project balances, and several new reports are in development to support research administration. While the Faculty/PI Dashboard implementation has been delayed, you can continue to export reports from this dashboard to share as needed. Please continue to work with your Faculty and PIs to provide accurate financial reports and access resources for supporting them on our Faculty webpage.
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Program Update Town Hall on September 18
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Thank you to everyone who joined us in person and virtually, and a special thanks to Chancellor Dennis Assanis who joined us to provide some opening remarks for the audience. If you were unable to attend, the recording and slides are posted on our News page.
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New: Business Officer Learning Pathway
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The Office of Financial Training has developed a new learning pathway to outline training, resources, and support for Business Officers and Financial Managers. This list is expected to evolve based on continued feedback and input from campus.
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Reminder: Tomorrow's Required Training Deadline
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Additional courses are required for Research Financial Analysts and Faculty Funds Project Analysts by tomorrow, September 30, to maintain OFC system access. Please note that all required training is offered as a self-paced "E-learning" to take at a time convenient for you.
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Additional Resources Recently Added:
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New training videos
- Quick References Guides for FinHub and FlexCard
- FlexCard FAQs
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Know the various options to get help as you navigate the new financial landscape.
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Call the FMM Help Desk
805-893-5400 (Mon-Fri, 10am-3pm)
Dedicated team of experts to resolve or escalate issues
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| For any FMM-related questions.
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Get system or topic-specific support from subject matter experts.
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Stay updated on items the team is already aware of and working to resolve.
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University of California Santa Barbara | Santa Barbara, CA 93106 US
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