Mini Tune-Ups

Accounting

**UPDATED**

 
On 12/3/20, Tyler Clark, Manager, Extramural Funds Accounting, discussed important updates to Effort Reporting. Topics included:
 
  • New Period releases – Periods 35 & 36 are set to be released on this date
  • Issues with certification of some reports & pending fix
  • Training & help resources
  • Manually adding Cost Share to effort reports
SAASB

**UPDATED**

On 10/29/20, Kathleen Yabsley, Gateway/eProcurement Systems Manager, previewed changes coming with the next release of Gateway: Enhanced Search Engine, Updated User Interface and PO Change Requests.

Accounting

**UPDATED**

On 10/19/20, Tyler Clark, Manager, Extramural Funds Accounting, discussed Effort Reporting at UCSB. Topics included were an overview of Effort Reporting, the status of effort reporting at UCSB, and the release of new Effort Reports. We also asked for participation in a poll to help determine how we release the next Effort Reporting periods (the result was to release Periods 35 & 36 together).

Accounting

**UPDATED**

On 10/15/20, Olga Mery discussed the guidelines and process for claiming undistributed ACH and wire deposits (Cash Received Undistributed "CRU" funds).

Payroll

**UPDATED**

On Wednesday, October 7th, Jim Corkill and Shannon Jackson discussed the I-9 remote Section 2 requirement for all new hires.

SAASB Building

**UPDATED**

On 9/17/20, Calli Price and Kathleen Yabsley discussed Procurement Services updates. Topics included the UC Regents Contracting Out Policy and Assembly Bill 5, Gateway approvals by email, and the Gateway/Jaeggar mobile app.

Payroll

**UPDATED**

On 8/26/20, Shannon Jackson, Payroll Supervisor/Lead Payroll Analyst & Trainer, discussed Payroll topics including:

Merchant Services

**UPDATED**

On 8/20/20, Tahna Hekhuis and Olga Mery (General Accounting), and Matt Coy and Mary Lee (Banking Services) discussed the new and improved Merchant Services accounting process, including new flexible options, such as specifying revenue and expense accounts for direct journaling to save you time and effort each month.

UCSB Henley Gate

**UPDATED**

On Wednesday, 8/12/20, Managers from BFS Department units discussed updates to the services provided to campus. Units presenting included:

SAASB UCSB

**UPDATED**

On 4/16/20, the Procurement Team discussed how Procurement Services is supporting the campus community during the COVID-19 outbreak, and answered common questions.

Topics included:

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