News and Messages - 2017
About PeopleSoft Financials and its related business processes
Please note that information on these EFS Updates may have changed since they were posted. Certain content referenced on this page may also have been removed from the website (old, obsolete, or no longer correct).
Messages are listed in order by date (most recent at the top).
Archive
2018 messages
2017 messages
2016 messages
2015 messages
PeopleSoft Financials 9.2 messages
Audience | Date | Message |
---|---|---|
Travel | 12/19/2017 | Business Mileage Rate Change The IRS announced changes in the standard business mileage rates for the calendar year 2018. Beginning January 1, 2018, the standard business mileage reimbursement rate for personal vehicle use on approved University business will increase from 53.5 cents to 54.5 cents per mile. The standard mileage rate for moving expenses will be 18 cents per mile as non-taxable and the remaining 36.5 cents per mile as taxable. Business mileage incurred in 2017 but reimbursed in 2018 should be reimbursed using the 2017 mileage rates. The Employee Expense Worksheet (UM1612) and the Moving/Relocation Expense Documentation Form (UM 1357) are being updated to reflect the changes in the mileage rates. |
All | 12/11/2017 | Period 5 is closed |
Accounts Payable | 12/11/2017 | 1099 Reporting for Payments processed outside of EFS Accounts Payable We need your help! IRS regulations require the University to report payments to non-University employees totaling $600 or greater during a calendar year. Please review your unit’s AP activity. Some departments may have used one or more of the methods below to pay non-employees $600 or more without gathering W-9s (including but not limited to):
For those non-employees who received or exceeded the $600 reporting threshold, please obtain a W-9, which should include the payee’s name used on their tax return, address, and Social Security Number. Note: This does not apply to regular vouchers that were entered for those who have supplier IDs in EFS. That information is already captured in EFS. Starting this year, Accounting Services is using Secure Box Storage technology for submitting W-9s. Social Security Numbers are classified as private, highly restricted information, and this cloud storage can provide the required level of security. Accounting Services will create a secure folder for your research study/project and share the folder with your designated staff member. To request a folder, contact the University Financial Helpline 612-624-1617 or controller@umn.edu. To share the secure folder, the designated staff member must create an account with Box Secure Storage: https://it.umn.edu/technology/box-secure-storage. 1-HELP can assist with any Box Secure Storage issues or questions. What can you do to make this process easier next year? Use the University’s prepaid debit card program (ClinCard), ensuring tax identification, address, and legal name is collected and stored securely. Or use the regular voucher process to pay non-employees (including setting up a supplier code) any time there is a possibility the individual will be paid $600 or more in a calendar year. |
Requisitions, Purchasing, Accounts Payable | 12/4/2017 | The Commons Hotel is now Graduate Minneapolis, effective today The Commons Hotel has changed its name to Graduate Minneapolis, and retains the same supplier code in EFS: 0000112738.
|
Expenses | 11/28/2017 | Expense Reports Not Processed Due to a delay in the overnight processes, expense report transactions may be delayed. Our team is working on the issue and will communicate updates as appropriate. |
Payroll | 11/20/2017 | Payroll Accounting Improvements to Retro Distributions By recommendation of the Payroll Accounting Work Group, several changes have been made to improve the readability of the UM Retro Review/Approval page:
|
AR/Sponsored | 11/16/2017 | Updated Job Aid "Billing for Sponsored Project Income" The new updated job aid can be found on the Accounts Receivable Billing webpage. |
All | 11/9/2017 | Period 4 is closed |
ALL |
10/24/2017 | 11:20 a.m. 9:25 a.m. Earlier today: |
PCard | 10/23/2017 | My Wallet Detail Page – Saving Information |
All | 10/10/2017 | Period 3 of FY2018 is closed. |
All | 10/2/2017 | [RESOLVED] Landline DUO verification intermittent Due to the Telephone Services issue reported this morning, incoming calls to landline University phones remains spotty, including verification calls from DUO. The Peoplesoft system does remain accessible. A temporarily workaround is to push DUO verifications to a personal cell phone. Instructions can be found here: https://it.umn.edu/self-help-guide/duo-setup-use-two-factor-authentication-0 |
All | 10/2/2017 | [RESOLVED] EFS Helpline Phone is Down The EFS Helpline's phone system is down as of this morning. Please contact us by emailing controller@umn.edu. We are working with our colleagues in OIT to resolve the issue. We apologize for the inconvience. |
Requisition preparers and procurement specialists | 9/27/2017 | Requisitions and Purchase Orders |
All | 9/27/2017 | [RESOLVED] Dear Community, On Monday, September 25, MyU and PeopleSoft systems became unavailable or significantly degraded due to hardware issues in our primary data center. OIT technicians migrated systems to our secondary data center in order to restore functionality. While we have confidence that a majority of reported problems are resolved and users can resume their normal operations, teams are monitoring systems closely and resolving reported incidents. Your patience and partnership has been invaluable, and we thank you for your support. More work remains. Our technicians continue to work with our vendor to address the hardware issues in the primary datacenter. When those tasks are complete, we will need to transition the MyU and PeopleSoft systems back to our primary data center. Our planning is being done in conjunction with key University business partners and with extreme sensitivity to minimizing disruption to your work and studies. We sincerely apologize for the inconvenience. Report any issues you encounter to Technology Help (612-301-4357, help@umn.edu). Visit the University’s Service Status page for updates. Please share this message with your user communities as appropriate. Thank you, Steve Nguyen, Service Owner, Collaboration & Web Content Services |
Payroll | 9/27/2017 | [RESOLVED] Payroll Accounting Processing Delays Direct retro distributions entered and approved since Sunday, September 24 will be processed this morning between 11am and 12pm. These will be posted to the General Ledger this evening and available on UM Reports tomorrow. There are no daily payroll encumbrance adjustments since Sunday, September 24. The biweekly run for the September 17 pay end date is scheduled to run tonight. Payroll encumbrance data will be available in reporting tomorrow morning per the usual schedule. All direct retro distribution and payroll encumbrance data on UM Reports are current as of Saturday, September 23. |
All | 9/26/2017 | [RESOLVED] Residual Intermittent Peoplesoft Issues The outage in the PeopleSoft systems yesterday have, for the most part, been resolved. Systems were restored as of approximately 1:35 am as indicated in the forwarded message below. This morning users in the systems are experiencing some inconsistent issues.
Technicians are aware of these issues and are working to resolve them as quickly as possible. If you experience any issues, please attempt to log out and clear your browser cache and cookies before attempting again. If the issues persist after clearing the browser's cache, please contact the EFS helpline at 613-624-1617 or by emailing controller@umn.edu. Reporting data in either FSRPT, DWEF and or UM Analytics will be as of 12:00 AM Monday, September 25th. Our reporting batch processing is scheduled to run again this evening and should be caught up by start of business Wednesday, September 27th. An updated message will be coming later in the day on the status of any remaining issues. EFS Module Support Forwarded message from OIT from 1:59 AM 9/26/2017 Dear Community, MyU and PeopleSoft, which became unavailable at approximately 8 a.m., Monday, 9/25, have been restored system-wide as of 1:35 a.m on Tuesday 9/26. A full post-mortem analysis will be forthcoming. (Note: non-production PeopleSoft systems are unavailable until restart plans can be finalized.) We realize that this outage has been disruptive to your work. We sincerely apologize for this inconvenience and thank you for your patience. Please share this message with your user communities as appropriate. Best, Steve Nguyen, Service Owner, Collaboration & Web Content Services David Imdieke, Service Owner, Student Administration Services Ruth Dodson, Service Owner, Finance Administration Services KT Cragg, Interim Service Owner, HR Administration Services |
Payroll | 9/26/2017 | [RESOLVED] Payroll Verification Reports are not available through Reporting Center Technicians are aware of the issue and are working to resolve it as quickly as possible. In the interim, if you have access to Perceptive Content and the F PA Verification Report drawer, all Payroll Verification Reports are automatically archived. All reports, including the Sept 17 2017 pay end date, are available at this time in Perceptive Content. |
Budget | 9/25/2017 | Budget bevelopment worksheet: change calculation |
Sponsored, Certified Approvers | 9/25/2017 | Project Budget Detail page improvements Navigation: Grants > Awards > Project Budgets Additional helpful information has been added to the “Project Budget Summary” section on this page:
A “Recalculate” pushbutton has been added to the page that will recalculate all budget rows entered but not yet finalized, and update the amounts displayed in the appropriate field of the new Pending Amounts section of the Project Budget Summary. This is an on-page amount calculation only. No change is saved to the database with this pushbutton. It is important to note that the “Save” pushbutton will both save the data and recalculate the Project Budget Summary amounts. The “Budget Amounts for Period” grid has also been updated to provide additional functionality and information:
|
All | 9/12/2017 | Period 2 is closed |
Reporting | 8/31/2017 | Position Budgeting Distribution Detail and Position Budgeting Distribution Summary These two finance reports were modified to correct a bug in which the RRC/ZDeptID prompt path was using the Finance RRC and ZDeptID but filtering data returned on the report based on the HR Budget DeptID. In order to correct this, the RRC/ZDeptID prompt path was updated to filter data based on the Finance Distribution DeptID. Please Note: The ability to run either report by HR DeptID without a ZDeptID remains as an option on each of the reports by using the alternate prompting path. |
Reporting | 8/25/2017 | Last night's clone copy of FSRPT from FSRPD completed normally. Data Warehouse, PeopleSoft Queries, UM Analytics and Reporting Center data should be current through 8/24/2017. |
Requisition preparers, Procurement Specialists | 8/25/2017 | The Procurement batch processing issue preventing requisitions from sourcing to PO's has been resolved. Requisitions should source at the normal scheduled jobs at 10 am, 1 pm, 3pm, and 4pm. |
Reporting | 8/24/2017 | [RESOLVED] NOON UPDATE Financial Reporting: The EFS Reporting system and Finance UM Reports will be unavailable while technical teams resolve the reporting systems issue. As of noon today: Resolution is expected to take approximately 5 - 6 hours. During this time Financial UM Reports will be UNAVAILABLE. Data warehouses, UM Analytics, and HR/Student UM Reports will be available but will continue to reflect data from end of day on Monday, August 21. Data updates to data warehouses, UM Analytics and UM Reports are expected to be resolved with data warehouse loads on Friday, August 25. Visit the University’s Service Status page for updates. ServiceNow users can refer to PRB0045005 for more information. Earlier today we posted: The clone of data from EFS production environment (FSPRD) to the financial reporting environment (FSRPT) is having issues completing. Because of this, UM Reports, data warehouse FS_PS tables, EFS query tree, PS_UMR tables, and UM Analytics may be missing data posted in EFS on August 22, 2017 and August 23, 2017. Data is current in the identified sources as of Monday, August 21, 2017. System support staff are working to resolve the issues but have no ETA for resolution. Messages will be issued/updated as status updates becomes available. Sorry for the inconvenience this may be causing. |
Requisition preparers, Procurement Specialists | 8/24/2017 | EFS Procurement Users
In order to process a new PO today, Procurement Specialists will need to budget check the requisition and the PO manually. Please follow the steps below to complete this process as needed:
The normally scheduled jobs run at 10 am, 1 pm, 3 pm, and 4 pm. Purchasing Services will be sending out additional job aid information on these tasks directly to Procurement Specialists soon. |
Finance leaders, cluster directors, finance supervisors | 8/24/2017 | NEW Productivity Queries: Nine additional productivity queries have been created and are available using the Query Viewer in the Reporting Instance of EFS. The queries can assist departments in monitoring workloads for preparers and approvers for the following transactions: Expense Reports
Vouchers
Requisitions and PO Change Orders
These new queries supplement the existing productivity queries that count only preparer activity:
|
PCard, My Wallet, Expense Preparers | 8/22/2017 | PCard: Updated transaction detail display for expense preparers |
Payroll Accounting | 8/10/2017 | RESOLVED: Daily payroll encumbrances delayed into UM Reports Performance of the payroll encumbrance calculation process issues have been resolved. There is no longer a one-day delay for all daily payroll encumbrances being brought into UM reports. As always, updated payroll encumbrance data is available within HRMS via the online inquires UM Encumbering by Combo Code or UM Encumbering by Employee ID. Navigation in HRMS: UM Payroll Accounting > UM Encumbering |
All | 8/9/2017 | Period 1 is closed |
General Ledger, Reporting | 8/7/2017 | Period 913 Carryforward posted |
Payroll Accounting | 8/3/2017 | Biweekly payroll encumbrances are not available
Due to system processing delays, biweekly payroll encumbrances processed on Wednesday night will not be available on financial reports until tomorrow August 4th. Payroll encumbrances on financial reports are current through Friday, July 29th. |
All | 8/2/2017 | 7:50 a.m. update: Batch processing is still running. August accounting period is now open. |
All | 8/2/2017 | August 2 6:30 a.m. update |
All | 8/1/2017 | The WBOB data center lost power overnight. All systems are down. No ETA for recovery. |
Payroll Accounting, Reporting | 7/31/2017 | Daily payroll encumbrance processing on Hold Due to technical system upgrades over the next few days, there will be no daily payroll encumbrance adjustments processed on Monday, July 31 and Tuesday, August 1. Payroll encumbrance processing will resume as normal Wednesday, August 2 and will be available on reports in the Reporting Center on Thursday morning. |
Endowments, General Ledger, Reporting | 7/26/2017 | The market value distribution entry is scheduled to be posted early next week. Period 913 carryforward will be run on Sunday, August 6. |
All | 7/24/2017 | Period 913 is closed. |
Sponsored projects, AR/Billing, Purchasing | 7/24/2017 | Release notes, changes made over the weekend Purchasing: Contract Administrator link on the Maintain Purchase Order page Purchasing: People are now able to see a voucher’s associated receipt(s) on one of the most commonly used Purchase Order (PO) inquiry pages: the PO Interface Inquiry page. This will be helpful to when reconciling blanket and CPS-related POs that have many receipts and vouchers. Navigation: Accounts Payable>Review Accounts Payable Info>Interfaces>Purchase Order Accounts Receivable/Billing: The Accounts Receivable Item List page has been modified so the Customer Name displayed next to the Customer ID field will no longer wrap to multiple lines. Navigation: Accounts Receivable > Customer Accounts > Item Information > Item List Grants, Projects, Contracts: Several changes to the Notice of Grant Award (NOGA) have been made, including: Improved formatting for greater definition and clarity; addition of new fields fund code, function, contract administrator, project team, and long title; new messages have been added to direct the reader to appropriate resources if key information is missing from the NOGA (for example, no billing specialist listed, no Fund entered). Navigation: Grants > Awards > UM Noga Report |
Payroll Accounting | 7/20/2017 | Payroll Accounting Distributions: Review UM Inactive Combo Codes Report Starting at 1:00 p.m. on Monday, July 24 all FY17 non-sponsored combo codes will be deactivated after the close of period 913. Departments will have until 4:00 p.m. on Thursday, July 27 to make distribution corrections or submit budget journals in EFS to activate needed combo codes. This will prevent salary and fringe payroll transactions from hitting departmental default strings (program 21853) for the July 23 pay end date. |
Payroll Accounting | 7/20/2017 | The last day for Period 913 Retro Distributions was Monday, July 17. |
Reporting | 7/19/2017 | Reporting impact on July 30 There will be an impact to the freshness of the data warehouses and associated reporting in UM Reports, UM Analytics, and Web Query Tool on Sunday, July 30. Reports will be available but will reflect data as of Friday 7/28. Neither the legacy data warehouse or the Enterprise data warehouse will be refreshed that day. Finance, HR, and Student reports will be impacted on July 30. Again, reports will be available but will reflect data as of Friday 7/28. |
All | 7/13/2017 | FIXED: The Reporting Center run was successful last night. The reports are now correct. The data within the reports is as of Wednesday, 7/12/17. |
Billing Specialists | 7/13/2017 | A change was implemented in the Standard Billings Module this morning. EFS will display 25 bill lines per group now. The old display limit was 10 per group. If more than 25 bill lines are present, the buttons near the top of the line tab can be used to display the next group of bill lines. |
All | 7/12/2017 | Fiscal Year-End dates have been updated and deadlines changed for period 913. Visit FYE website for details. |
All | 7/12/2017 | Period 12 is closed as of 10:52 a.m. Period 913 should be open for use. |
GL | 7/11/2017 | The Period 12 deadlines will remain as published - closing tomorrow morning. Period 913 will be open at 7:00 am tomorrow morning. We are aware of the issues caused by UMReports and are reviewing the Period 913 deadlines. Thanks for your patience. |
All | 7/5/2017 | FIXED: Reporting Center and FY18 accounts Non-sponsored FY18 budget data is now being displayed in the Reporting Center as it should. |
All | 6/26/2017 | Fiscal year-end reminders! Today is the last check run until July 3--all invoices with a due date of July 5, 2017 and earlier will be paid today. There are a number of other important transaction processing deadlines this week. Be sure to check all the deadlines for system processing on the fiscal year-end calendar. |
Payroll | 6/19/2017 | Fiscal year-end: Sponsored payroll encumbering Changes to undergraduate fringe charges |
All | 6/26/2017 | Fiscal year-end reminders! Today is the last check run until July 3--all invoices with a due date of July 5, 2017 and earlier will be paid today. There are a number of other important transaction processing deadlines this week. Be sure to check all the deadlines for system processing on the fiscal year-end calendar. |
Payroll | 6/19/2017 | Fiscal year end: Sponsored payroll encumbering As recommended by the Payroll Accounting work group, enhancements have been made which will allow sponsored payroll encumbrances to continue during this period. On June 21st, only non-sponsored and cost-share payroll encumbrances will be zeroed out. Payroll encumbrances for sponsored chartstrings will continue to be available on reports throughout the fiscal year transition. All non-sponsored and cost-share payroll encumbering will resume on July 1st. Reminder: No daily payroll encumbrance adjustments will be available between June 21st and July 7th. |
Payroll | 6/19/2017 | Changes to undergraduate fringe charges |
All | 6/15/2017 | Fiscal year-end reminders! There are a number of important transaction processing deadlines tomorrow and next week. For example, an important deadline next week is that all vouchers with match exceptions and budget exceptions must have any issues resolved by 2:00 p.m. on June 23; any vouchers that require central approval must be fully approved by any departmental and certified approvers by that same time. Be sure to check all the deadlines for system processing on the fiscal year-end calendar. |
All | 6/9/2017 | Period 11 is now closed. |
Payroll Accounting | 6/9/2017 | Payroll Accounting Distributions for FY 2018 Reminder: After the distribution roll is complete, if there are any distribution changes needed for the 26th pay period that should also apply to the 1st pay period in 2018 - distribution changes must be made in both 2017 and 2018. |
Vendor/ Supplier Maintenance | 6/7/2017 | Vendor/Supplier Setup Due to the increase in volume of vendor setup and change requests, it is taking longer to get to each request. It may take between 5 and 10 business days to process vendor/supplier requests until the backlog clears. |
Voucher Specialists | 5/26/2017 | (FIXED) Vouchers scanning for Perceptive Content/ImageNow is down
Perceptive Content/ImageNow is currently experiencing an issue where scanned Vouchers are not moving from their Batches in to Workflows after being approved. Engineers are investigating the issue. Only Vouchers are affected, other types continue to scan into workflows as expected. |
All | 5/22/2017 | Changes made to the system over this past weekend (routine updates/release notes) AR/Billing
These pages have been updated to display up to 15 activity rows in the grid by default with an option to view more using the “View All” link for the Item Activity grid. In addition, within each activity row it displays up to 15 Accounting Lines with an option to view more using the “View All” link for the Accounting Line grid:
Sponsored, PRF Number Search Treasury |
Vendor/ Supplier Maintenance | 5/17/2017 | Vendor/Supplier Setup Due to the increase in volume of vendor setup and change requests, it is taking longer to get to each request. It may take between 5 and 10 business days to process vendor/supplier requests until the backlog clears. |
All | 5/10/2017 | Fiscal Year-End FY17 The fiscal year-end calendar for FY17 is available now: http://finsys.umn.edu/fye/index.html |
All | 5/9/2017 | Period 10 is now closed. |
Budget | 04/24/2017 | Period 9 carryforward has been posted |
All | 04/24/2017 | Changes made to the system over this past weekend (routine updates/release notes)Payroll Accounting, encumbering calculation prorating additional pay against job data. Corrections were made to the payroll encumbrance process to more closely align with payroll actuals processing of additional pay and leaves of absence (including sabbaticals).
There will be no payroll encumbrance processing on Monday April 24 or Tuesday April 25. Processing will resume on Wednesday April 26 and updated payroll encumbrances will be available in reporting the following day. Budget Justification link name display update Navigation: Grants > Awards > Project Budgets Billing customer contacts security updates to allow people to select links when they have View Only access to the component . Navigation: Customers > Customer Information > General Information: "General Info Links" Payroll Accounting, Retro Distribution After submission on the Review/Approval page:
Reminder, processing of direct retros in an approved status now occurs twice a day at 11:00 a.m. and 5:00 p.m. Unsubmitted direct retros are no longer available on the Review/Approval page. Previously, if a retro preparer failed to submit a direct retro, the retro ID was still returned in the search results on the UM Retro Distribution Review/Approval page. This caused confusion when viewing the direct retro as all accounting detail was highlighted yellow due to the missing information. Now when searching on the review/approval page, the unsubmitted direct retro will no longer appear in the search results nor will it display a "no results found" message. Preparers will need to return to the UM Retro Distribution Entry page and submit the direct retro. |
All | 04/24/2017 Original post 04/21/2017 |
WebNow changes for those not on campus Beginning Sunday April 23, 2017, people will be required to use VPN to access WebNow from off campus. This will primarily impact people when working from home or other non-University locations. WebNow has experienced a notable increase in off capus activity that appears to be hacking attempts. This change to require VPN use will ensure that access to University data from off campus is protected and secured. VPN is not required for users accessing WebNow from any of the University's official campuses. Please visit the VPN website, to download a supported VPN client and access setup instructions. If you need further assistance with VPN or have questions about WebNow, please contact the Technology Help Service Desk (1HELP): http://it.umn.edu/help or 612-301-4357. |
Budgeting | 04/20/2017 Original post 04/18/2017 |
UM Budgeting RESOLVED UM Budgeting |
Payroll Accounting | 04/17/2017 | NEW! Introducing mid-day direct retro processing Based on your feedback, a mid-day run of direct retro processing will now occur Monday through Saturday between 11am and 1pm. This will begin today, Monday April 17. All direct retros eligible for the mid-day processing must be in an approved status before 11am to be picked up by this batch. Any direct retros approved after that time will be processed in the nightly batch starting at 5pm. Although the direct retros have been processed in HRMS, they will not be available on UM Reports until the following day. |
All | 04/13/2017 | Service Interruption for EFS Financial Helpline During the week of April 24 the University Financial Helpline will be relocating within WBOB. We may not be able to offer phone assistance during our move. We will try to offer specific times as soon as a firm schedule is set. If we have any phone service intrruption, please email controller@umn.edu to open a self-service ticket. |
All | 04/11/2017 | Period 9 now is Closed |
Reporting | 03/30/2017 | UM Analytics - Finance GL Subject Area Transactions posted to the ledgers in EFS yesterday, 3/29/2017, were not processed in the Finance GL subject area last night and are not available for financial analyses today. Transaction posted to EFS ledgers yesterday and today should be available in the Finance GL subject area for financial analyses tomorrow 3/31/2017. |
External Sales | 01/31/2017 for April 1, 2017 |
Mn Local Sales Tax Changes. The following new local sales and use tax will start on April 1, 2017: Lake County transit sales and use tax 0.5 percent. For more information about local sales and use taxes visit the Mn Department of Revenue website. |
All | 03/27/2017 For April 1 & 2 |
MyU and PeopleSoft applications will be unavailable Saturday and Sunday, April 1 and 2 The systems will be unavailable as updates are made to the PeopleSoft development platform, PeopleTools, bringing it to version 8.55. This update helps our PeopleSoft systems remain stable and secure, and ensures that we retain vendor support. Please plan accordingly. Impacts:
During the weekend of April 1-2, updates will be available on the University’s Service Status page. |
All | 03/09/2017 | Period 8 is now closed. |
Payroll Accounting | 02/21/2017 | Additional Summer Faculty Earn Code for Research In response to requests from the Finance user community, HR has provided an additional earnings code to help distinguish between research and instruction for summer earnings. Earnings code SSS is renamed to "Summer Session Instruction". The old earnings code SMR is active again and will be used for "Summer Session Research". These earnings codes are meant to be used only for summer session. More information about using these earnings codes will be included in the summer appointments instructional packet that will be distributed by HR in the spring. |
Accounts Payable | 02/16/2017 | Monday is a banking holiday Banks in the United States are closed on Monday. Per the University's usual procedure, payments will be generated tomorrow evening (Friday) for anything scheduled to pay on Monday. |
All | 02/16/2017 | Accounts Payable batch processing did not run last night due to a system issue. Processing will resume again this evening. Expense reports are impacted by this issue as well. |
Payroll Accounting | 02/15/2017 | Retro Distributions did not process Retro Distributions that were submitted Tuesday, February 14th were not processed in HRMS and sent to Finance. These transactions are not available on reports. Retro transactions will be processed today and available in reporting on Thursday, February 16th. Retro transactions in reporting are current as of Monday, February 13th. |
All | 02/9/2017 | Period is Closed Period 7 is now closed |
External Sales | 01/31/2017 for April 1, 2017 | Mn Local Sales Tax Changes |
Payroll Accounting | Updated Feb 6, 2017 For 01/31/2017 |
Direct Retro Entry page and duplicate distribution lines - Resolved |
All | 01/30/2017 | Release notes from changes made over the weekend Standard Bill Entry UM Inactive Combo Codes Report UM Retro Distribution Entry
|
Req reparers and approvers | 1/25/2017 | Today is the last day to create, approve, and fully process a VCPS. The new procedure for these types of payments is now to use the non-PO-related payment process. See the email sent on January 9 with the subject line: VCPS process being eliminated. |
JE preparers and approvers | 1/25/2017 | Accounting Services has noted an increase in University departments using the adjusting periods in the General Ledger (915, 921, 922, etc.) for journal entries. Adjusting periods in the General Ledger are for Accounting Services use only. The only exception is at year-end when departments can use Period 913 only. Journal entries posted to these periods will be stopped from posting or reversed and deleted. Please make sure you are using the appropriate period for all journal entries. Thanks for your understanding an assistance. |
All | 1/11/2017 | Period is Closed Period 6 is now closed. |
Payroll | 1/10/2017 | Update on direct retro processing
All direct retros from Friday, December 30th and Monday, January 2nd have been manually processed to the General Ledger and are now available on UM Reports. All pending direct retros since January 5th were sent for processing last night. However, due to the high volume of outstanding direct retros, not all were completed. As a result, any remaining retros will be processed in tonight's batch and available on UM reports tomorrow. If you have any questions, please contact the University Financial Helpline at 4-1617. |
Payroll | 1/5/2017 | Direct retro processing on hold until 1/9/2017 An issue was discovered that prevented retros submitted and approved between Friday, December 30th and Monday, January 2nd, from being processed to the General Ledger. These direct retros will display a status of complete in HRMS, but are not available on financial reports. We have resolved the original issue, but manual steps must be taken to process the missing direct retros. As central completes these steps, all direct retro processing will be on hold until Monday, January 9th. This is to avoid further data complications due to additional retro activity. Departments can continue to enter direct retro's, however, they will remain in a pending status until Monday. |
External Sales | 10/28/2016 For 1/1/2017 |
Notification of new local sales and use taxes The following new local sales and use taxes will start on January 1, 2017:
For more information visit the Minnesota Department of Revenue's local tax information web page. 11/21/16 update: The Fergus Falls local sales and use tax of 0.5 percent will be ending on December 31, 2016. See the Fergus Falls General Notice (pdf) for more information. |