COLLABORATIVE COST CONTROL
Research Administrators Forum and
Training Session
LAURA PUTZ, ASSOCIATE CONTROLLER
UNRESTRICTED ACCOUNTING - HSC
APRIL 7, 2016
COLLABORATIVE COST CONTROL
WWW.CHROMERIVER.COM
UNM Chrome River Expense Solution
• Chrome River will replace current
DPEZ/DPI process
o Incorporates electronic approvals
o No more signatures
o Eliminates routing paper documents
• Chrome River will replace current PCard
Reconciliation process
UNM Chrome River Benefits
Reduce manual processing and handling of
expense reports
Lower processing costs by increasing
efficiency
Reduces processing time and increases
compliance with administrative policies
Eliminates duplicate entries through direct
integration
UNM Chrome River Benefits
Automated electronic submissions
Ability to attach receipts and other
documentation
Integrated with PCard for travel items
Automated electronic reviews and approvals
Extensive reporting capabilities with Web
Focus/MyReports
UNM Chrome River - What to expect…
• UNM Administrative Policy changes
o 4030 – Travel
o 4020 – Moving Expense
o 4320 – Purchasing Goods off Campus
o 2170 – Honorarium Payments
o 4040 – Employee Recruitment Expense
o 4370 – Receiving & Paying for off Campus Purchases
o 2480 – Incentives for Program Participants
o 2110 – Long Distance Calling
Draft policies for review through 4/21/16
UNM Chrome River - What to expect…
• Planning/Design/Transition Phase
o Technical Consideration
o Data integration – COA, Vendors, Account Codes
o Testing and Validation
o Training Development
• Early Implementation Phase
o Targeted for May 2016
• Campus Wide Implementation
o July 1, 2016 – Happy New Fiscal Year!
UNM Chrome River - What we will miss…
• Routing Paper Documents
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Signatures
Queue errors
Document logs for tracking
Taping of small receipts onto paper
Account code disapprovals
PCard Workflow
UNM Chrome River – Teams
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Integration and IT Resources – Parveen Nagji
Policy Review and Update – Doug Nelson
Processing and Approvals – Jason Galloway
Training and Communications – Laura Putz
PCard Processes – Peggy Sedillo
Security and Approval Routing – Lorrie Black
Compliance
Tax Reporting – Marty Desautels & Trudi Flynn
End User Processing and Approvals
Lorrie Black – Main Campus
Beth Walker and Joyce Chavez – HSC Campus
UNM Chrome River – Next steps…
• Campus Communications
o Open Forums (RAN, RAFT, LEARN Sessions)
o Financial Services Communications via List-Serv
o Purchasing Newsletter
o Fiscal Agents Network Group (FANG)
• Training
o In development
• Website
http://fssc.unm.edu/chrome-river.html
UNM Chrome River - Demo…
Create, Submit and
Track Expense Reports
Testing and Design instance being used for the demonstration.
Implementation instance will vary.