Partners in Campus Business Operations Business and Financial Services Wednesday, August 24, 2011 Meeting Highlights! Welcome – Mary Hinchman Introduced new members that have joined the PCBO committee New members to the meeting were recognized HR/SA 9.0 Implementation – Chris Lambert/Paul Tiglao Progress on the implementation of 9.0 was presented Went live on July 28, 2011 and became available to the campus on August 2, 2011 Contact Paul Tiglao x4494 if you have any questions. my.csusm.edu Portal Implementation– Rhyan Rana Presented on progress of the my.csusm.edu portal Noted how easier it was to log into PeopleSoft HR, PeopleSoft Finance and Legacy and Timesheet Contact Rhyan Rana x4477 if you have any questions. New AP membership/subscription forms – Becky Henwood/David Taylor This form must be filled out and approved prior to the membership/subscription purchase This form takes the place of the Direct Pay Form for memberships/subscriptions only This form must be approved by the contact person’s supervisor Memberships/subscriptions must be held in the name of the University and not the individual Please use position title and department name for contact information whenever possible All memberships/subscriptions are property of CSUSM. Attach print-out documentation to show the membership/subscription is in the name and address of the University Please attach all relevant invoices, membership forms, renewals, etc. A copy will be sent with the check if appropriate Please include the reason you feel this membership should be paid by the University Membership expenses can no longer be added to travel claims Please use ProCard as 1st option This approved form is also required prior to ProCard purchases Must keep this approved form with ProCard documents for audit purposes See ProCard manual for additional information: http://www.csusm.edu/procurement/procurementservices/procurementdocs/procardmanual.doc Contact accountspayable@csusm.edu or x4442 if you have any questions. New chargeback set-up – Tina Griffith Some of the expense accounts that are used for Chargebacks have been changed effective July 2011 to more accurately reflect the nature of the expense being incurred. For a current list of account codes and Chargebacks please see: http://www.csusm.edu/bfs/pcbo/docs/CommonlyUseExpCodes2.xls Contact accounting@csusm.edu or x4483 if you have any questions. Copier server changes – Jerry Rivera Provided a cheat sheet to delete and re-add your canon copier to your printer server Cheat sheet can be found on the PCBO webpage Contact Jerry Rivera x7515 if you have any questions. Who’s Who in BFS – BFS Staff BFS staff (Accounting, Accounts Payable, Budget Office, Contract Services, Distribution Services, Materials Management, Print Solutions Program/University Copier Program, Procurement Services, SOD and Student Financial Services) presented a PowerPoint presentation on each of their departments and presented “who’s who and who does what” Presentation can be located on the PCBO webpage Contact Chris Lambert x4483 if you have any questions. Data Warehouse Refresher/Department Report – Liz Rojas/Tina Griffith Reviewed the setup for the new trial balance report Instructions were emailed to the PCBO members on August 24th Contact datawarehouse@csusm.edu if you have any questions. Questions and Concerns – All None