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<p class="MsoNormal">Dear colleagues,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The Impact23 team is pleased to announce the deployment of the Non-Payroll Cost Transfer application. The Non-Payroll Cost Transfer is the new method to move non-payroll costs. The application will ensure the transfers:
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-bottom:0in;margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo1">
Conform to pre-established business rules <o:p></o:p></li></ul>
<p class="MsoNormal"><o:p> </o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-bottom:0in;margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo1">
Provide an audit trail of transferred costs<o:p></o:p></li></ul>
<p class="MsoNormal"><o:p> </o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-bottom:0in;margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo1">
Contain supporting documentation such as approvals, comments, and attachments <o:p>
</o:p></li></ul>
<p class="MsoNormal"><o:p> </o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="margin-bottom:0in;margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo1">
Validate COA values and combinations prior to routing and generating a journal feed
<o:p></o:p></li></ul>
<p class="MsoNormal"><o:p> </o:p></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraphCxSpFirst" style="margin-bottom:0in;margin-left:0in;mso-add-space:auto;mso-list:l1 level1 lfo1">
Adhere to journal feed requirements for GL and/or Project related transactions <o:p>
</o:p></li></ul>
<p class="MsoListParagraphCxSpLast"><o:p> </o:p></p>
<p class="MsoNormal"><span class="normaltextrun"><span style="color:black;background:white">Since July 2023, when our new Chart of Accounts and financial systems were deployed, there has been a
</span>critical need to make corrections to previously posted transactions. The Salary Cost Transfer tool was deployed in October 2023. Campus stakeholders requested the non-payroll application be delivered as quickly as possible. Therefore, the initial
non-payroll cost transfer functionality is the Minimal Viable Product (MVP). Enhancements to the application will be prioritized and released regularly as work is completed.</span><span class="eop"><span style="color:black;background:white"> <o:p></o:p></span></span></p>
<p class="MsoNormal"><span class="eop"><span style="color:black;background:white"><o:p> </o:p></span></span></p>
<p class="MsoNormal"><span class="eop"><span style="color:black;background:white">Please coordinate the following actions in your unit to begin using the new Non-Payroll Cost Transfer application:
<o:p></o:p></span></span></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraphCxSpFirst" style="margin-left:0in;mso-add-space:auto;mso-list:l0 level1 lfo2">
Ensure staff that will be using the Non-Payroll Cost Transfer application have reviewed the
<a href="https://drive.google.com/file/d/1urzyFMdNUTo9CTmVMdgtUzBHiBsC6AS0/view?usp=sharing">
MVP User Guide</a> and short demonstration video. <o:p></o:p></li><ol style="margin-top:0in" start="1" type="a">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l0 level2 lfo2">
Please be take note of the approval routing<o:p></o:p></li><li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l0 level2 lfo2">
Special attention should be given to the Known Issue section. <o:p></o:p></li></ol>
<li class="MsoListParagraphCxSpLast" style="margin-bottom:0in;margin-left:0in;mso-add-space:auto;mso-list:l0 level1 lfo2">
Once training has been completed, Department SAA’s should provision the Transactor and Approver roles. Cost transfers cannot be submitted without an established Approver role in an Accountability Structure<o:p></o:p></li><li class="MsoPlainText" style="mso-list:l0 level1 lfo2">Plan to attend the Financial Reporting & Boundary System Office Hours on 1/17 at 3pm if you have questions about the Non-Payroll Cost Transfer:
<a href="https://ucr.zoom.us/j/93787188359">https://ucr.zoom.us/j/93787188359</a><o:p></o:p></li></ol>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">If issues other than the items described in the Known Issue section of the guide are encountered, please submit a support ticket using the “COA Guidance & Cost Transfer Support” category. Suggestions for enhancements may also be submitted
via a <a href="https://ucrsupport.service-now.com/finadmin_portal">support ticket</a>; these suggestions will be evaluated and prioritized for future releases<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Thank you for your collaboration and patience.<o:p></o:p></p>
<p class="MsoPlainText" style="margin-left:.25in"><o:p> </o:p></p>
<p class="MsoPlainText">Sincerely,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Bobbi McCracken<o:p></o:p></p>
<p class="MsoNormal">Associate Vice Chancellor and Controller (retiring)<o:p></o:p></p>
<p class="MsoNormal">Business & Financial Services<o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"><a href="http://bfs.ucr.edu/"><b><span lang="EN" style="color:#0563C1">http://bfs.ucr.edu/</span></b></a></span><b><u><span lang="EN" style="color:#383838"><o:p></o:p></span></u></b></p>
<p class="MsoNormal"><img border="0" width="157" height="48" style="width:1.6333in;height:.5in" id="Picture_x0020_1" src="cid:image001.png@01DA458F.96706880" alt="signature_2034439392"><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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