Fiscal Close Steps for UCPath Suspense Accounts
On 6/12/24, we discussed Suspense Accounts and Salary Cost Transfers, and what actions departments need to take for fiscal close.
Topics included:
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On 6/12/24, we discussed Suspense Accounts and Salary Cost Transfers, and what actions departments need to take for fiscal close.
Topics included:
On 4/30/24, Procurement shared information on what vendor documents are considered legally binding contracts, why they must be signed by someone with Delegation of Authority, and what can happen when they aren’t. We also reviewed Click to Accept agreements and how to eliminate a signature requirement.
Read moreDelegation of Authority – Signing Documents in the UC
On 4/23/24, Procurement was joined by Mason King and Jesse Bickley from EH&S to discuss why certain transactions are considered restricted, how to route them in Gateway, and who to ask for help. Examples included surveillance systems, moving/relocation, window/carpet cleaning, blinds/drape installation, catering, autoclaves, tractors/lifts/cranes, and toxins.
On Thursday 3/21/24, Procurement was joined by experts from ITS and the DEI office to share information on why certain software, licenses, and IT related services need to be covered by a contract with the UC Data Security Appendix, review the new IT Data Worksheet in Smartsheet, and discuss how the Gender Recognition and Lived Name policy fits into purchase transactions.
On 1/23/24, the Procurement Team shared information related to Gateway and PeopleSoft supplier onboarding.
Topics included: