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Fiscal Best Practice Resources

Academic Affairs Fiscal Contact Training

Academic Affairs is creating fiscal training materials and sessions for initial presentation in the monthly AA Fiscal Contacts meetings for Fall 2022.

 

SEP 20, 2022:  "Fiscal Year to Date vs. Inception to Date Reporting"

Presenter:  Eva Thiveos

Resources: Slides (pdf), Recording (video)

 

OCT 18, 2022: "Zero Project Reconciliation and GL-PPM Reconciliation"

Presenter:  Eva Thiveos, Lindsay Root, Natalie Wolfe

Resources:  Slides (pdf), Recording (video), and COE ESR Resources link from chat.

 

NOV 15, 2022: "Monthly Reconciliation Using the NOR Report"

Presenter:  Eva Thiveos, Lindsay Root, Natalie Wolfe

Resources:  Slides (pdf), Recording (video), Fiscal Manager Resource Tool (Google sheet)

 

DEC 20, 2022: "Understanding the DOPES for Payroll Reconciliation"

Presenter:  Cherry Park

Resources: Slides (pdf), Recording (video)

Links provided during the session:

  • Transactor Resources (UCPath)  
  • How to Configure Dept Default FAUs (Collab)  
  • How to Configure Dept Default FAUs (KBA)  

 

JAN 17, 2023: "High Risk Ledger Review"

Presenter:  Eva Thiveos

Resources: Slides (pdf), Recording (video)

Links provided during the session:

  • Transaction Details Report - High Risk Ledger Review (Blink)  
  • Finance Office Hours Support (Blink)

 

FEB 21, 2023: "Monthly Reconciliation Using the Project Setup Match Errors Report"

Presenter:  Lindsay Root

Resources: Slides (pdf), Recording (video)

 

Oracle Financial Cloud (OFC) Quick Start

A great one-page quick start sheet that highlights what OFC and PPM are, how to learn more about the systems, how to get help, and lists the most commonly used OFC reports.

Trend Analytics and Staff Workload Dashboards

The Trend Analytics dashboard utilizes General Ledger data to provide insight into how Financial Units, Funds, Project Managers, and Projects have performed over time, facilitating data-driven decision making. For details, visit the Trend Analytics Dashboard Blink page.

The Staff Workload Dashboard provides a variety of metrics for leaders to assess comparative workloads of their staff. The dashboard currently provides metrics for fund manager workloads, but will encompass other staff types in the future. For details, visit the Staff Workload Dashboard Blink page.

Fiscal Manager Resource Tool

The Fiscal Manager Resource Tool (Google sheet) was introduced and demonstrated in the Nov 15, 2022 Academic Affairs Fiscal Contacts Meeting "Monthly Reconciliation Using the NOR Report" by presenters Eva Thiveos, Lindsay Root, Natalie Wolfe.

Internal Controls Checklist