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  3. Mini Tune-Ups

Mini Tune Up Sessions

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How to Process the new Interlocation Transfer of Funds (ITF)

By Staff Writer - December 13, 2023

On 12/13/23, the General Accounting team discussed the new CCOA and changes to the Interlocation Transfer of Funds (ITF) process.

Topics included:

Read moreHow to Process the new Interlocation Transfer of Funds (ITF)

UCSB Henley Gate

New Department Travel Administrator Role & Functionality

By Staff Writer - May 11, 2023

On 5/25/23 we discussed the coming GMC security role changes for Concur. We reviewed what the Department Travel Administrator role (DTA) can do and what that means for departments.

[View presentation deck]
[View recorded video]

Read moreNew Department Travel Administrator Role & Functionality

UCSB Henley Gate

Catering & Covered Services

By Staff Writer - April 10, 2023

***UPDATED***

On 4/27/23, we shared the newest information and processes for catering.

[View presentation deck]

Topics included:

Read moreCatering & Covered Services

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Online General Ledger Enhancement - Concur Reporting

By Staff Writer - March 23, 2023

***UPDATED***

On 3/23/23, the BFS team reviewed a new enhancement to Concur reporting in the Online General Ledger, where previously individually displayed transactions now appear summarized.

[View presentation deck]
[View recorded video]

Read moreOnline General Ledger Enhancement - Concur Reporting

UCSB Henley Gate

Concur Updates - June 2022

By Staff Writer - June 15, 2022

***UPDATED***

On 6/15/22, the BFS team presented updates and helpful information about Concur.

Topics included:

  • Ledger Summarization
  • Concur FAQs
  • Concur BI Reports
  • Concur Committee

[View presentation deck]
[View recorded presentation]

Read moreConcur Updates - June 2022

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More Mini Tune Up Sessions topics

procurement
extramural funds
gateway
general accounting
travel
UCPath
concur
object codes
ServiceNow
effort reporting
intercampus transfers
cost transfers
emf
COVID-19
Salary Cost Transfers
CCOA
payroll
reimbursement
BFS services
merchant services
data security
equipment management
moving
calendar
catering
delegation of authority
GLRN
ugrr
design & construction
facilities maintenance
GMC
online general ledger
small business first
updates
financial aid
I-9
state funds
wires & ach
connexxus
eh&s
fiscal close
suppliers
accounts payable
corporate card
electronic payments
flexcard
journals
surplus sales
BARC
G-13
labor relations
remote work
training
entertainment
restricted commodities
Budget & Planning
Business & Financial Services
University of California, Santa Barbara
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Santa Barbara, CA 93106-2040

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