Mini Tune-Ups

Accounting

On 11/7/17, Jim Corkill, Controller, and Tyler Clark, Manager, Extramural Funds Accounting,  discussed using the new EMF Award End Date form in Gateway.

[Click here for the presentation deck]

Meal

On 10/17/17,  Jim Corkill, Controller, and Steve Kriz, Assistant Director, Accounting Services, discussed the changes to UC's G-28 Travel Regulations Policy that became effective on 10/15/17 .

[Click here for the presentation deck, updated with Q&A]

UCPath

On 10/23/17, Devlin Seymour, Business Systems Analyst, and Jim Corkill, Controller and Director of Business & Financial Services, discussed the upcoming elimination of subs 5 & 7 for payroll distributions.

[Click here for the presentation deck, updated with Q&A]
 

moving

On 10/26/17,  Jim Corkill, Controller, and Steve Kriz, Assistant Director, Accounting Services, discussed the changes to moving and relocation policy G-13.

[Click here for the presentation deck, updated with Q&A]

payroll

On 11/15/17, Jim Corkill, Controller, Sona Baboolal, Payroll Manager, and Shannon Jackson, Payroll Assistant discussed the benefits of receiving electronic annual W-2 notices, and of choosing direct deposit for your payroll. They also discussed the impacts of these topics to UC Path.

Accounting

Join Olga Mery, Manager, General Accounting, and Susan Esparza, BFS Systems & Data Manager, on January 10th at 2:00pm for a refresher training on how to submit journal requests. They will talk about the history of why using the correct format and template is important; review an overview of the steps to creating a successful journal request; and, an overview of tools available to help you.

UCSB Object Codes

Join Jim Corkill, Controller, and Olga Mery, Manager, General Accounting, on February 12th at 2:00pm for an important discussion of the use of object code 7200. They will talk about the history, current, and go-forward usage for 7200.

travel

Join Jim Corkill, Controller, Steve Kriz, Assistant Director, Accounting Services, and Annette Gonzales, Travel Coordinator, on January 24th at 2:00pm to learn about enhancements to booking and paying for travel in Connexxus.