EMF Award Closing Process
**UPDATED**
On 4/17/18 Jim Corkill, Controller, and Tyler Clark, Manager, Extramural Funds Accounting, discussed the EMF Award Closing process, including the completion of the required Close Memo.
Mini Tune Up Sessions
Mini Tune-Ups are coaching sessions designed to provide extra training, updates, and answers about specific BFS processes. Sessions are hosted by BFS subject matter experts, and attendees join using the conferencing program Zoom. View Session Calendar
Use the links below to submit questions for upcoming MTU Sessions and to suggest future session topics.
Submit Questions for Upcoming Sessions Suggest Future Topics
Use of State Funds
**UPDATED**
On 3/27/18 Sandra Perez, Assistant Budget Director, Budget & Planning, discussed the use of state funds.
EMF Project Contribution Forms
**UPDATED**
On 3/14/18 Jim Corkill, Controller, and Tyler Clark, Manager, Extramural Funds Accounting, discussed EMF Project Contribution Forms and how to complete them properly.
New Tax Law/Enhancements to Direct Bill in Connexxus
**UPDATED**
On 1/24/18, Jim Corkill, Controller and Steve Kriz, Assistant Director, Accounting Services talked about some of the updates in the new tax bill, and how they affect business at UCSB as well as enhancements to booking and paying for travel in Connexxus.
Read moreNew Tax Law/Enhancements to Direct Bill in Connexxus
Use of Object Code 7200 for Expenses
**UPDATED**
On 2/12/18 Olga Mery, Manager, General Accounting and Leslie Griffin, Associate Director, Business and Financial Services discussed the use of object code 7200. They talked about the history, current, and the go-forward usage for object code 7200.
Using the New EMF Award End Date Form in Gateway
**UPDATED**
On 11/7/17, Jim Corkill, Controller, and Tyler Clark, Manager, Extramural Funds Accounting, discussed using the new EMF Award End Date form in Gateway.
G-28 Travel Regulations Policy Changes
**UPDATED**
On 10/17/17, Jim Corkill, Controller, and Steve Kriz, Assistant Director, Accounting Services, discussed the changes to UC's G-28 Travel Regulations Policy that became effective on 10/15/17 .
G-13 Moving & Relocation Policy Changes
**UPDATED**
On 10/26/17, Jim Corkill, Controller, and Steve Kriz, Assistant Director, Accounting Services, discussed the changes to moving and relocation policy G-13.
Submitting a Journal Request
**UPDATED**
On 1/10/18 Olga Mery, Manager, General Accounting, and Susan Esparza, BFS Systems & Data Manager, provided a refresher training on how to submit journal requests. They also talked about the history of why using the correct format and template is important; reviewed an overview of the steps to creating a successful journal request; and, provided an overview of tools available to help you.
