Financial Services Office

FSO Monthly Newsletter Archive
 

The University of Arizona


March, 2008

In this edition:

1. FSO Website Update
2. Kuali Update
3. Business Community Open Forum
4. ISW Reports Update
5. Frequently Asked Questions
6. Introducing FSO's New Employees

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1. FSO website - Office of Investments

The Office of Investments webpage has been updated to include policies, forms, UA Asset Allocation and more. The Office of Investments is responsible for the investment management of The University of Arizona Endowment, Operating Funds and Debt Proceeds. See http://www.fso.arizona.edu/Investments/

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2. Kuali Update -

- The President and cabinet approved Kuali Financials and Kuali Research to replace FRS and SPINS; and PeopleSoft for Student and HR. More information on the Enterprise System Replacement Proposal is available on the CIO website: http://www.cio.arizona.edu/enterprise.cfm. Next steps - ABOR IT and Full Board review.

- Jennifer Fouty has been named Kuali Foundation Executive Director, for more information, including a link to the job description - visit: http://kuali.org/news/Jennifer_Foutty_KualiExecutiveDirector.shtml

- UITS authorized rSmart to work with us on a UA Kuali Financials Sandbox, we are in the process of loading data to prepare for data conversion, identify gaps and other analysis, including UA data for us to use in hands on demonstrations.

- Development is in full swing on Release 3.0 modules: Budget Construction, Capital Assets, Accounts Receivable, Effort Reporting and Purchasing/Accounts Payable enhancements; the final release of baseline functionality is on track to be completed December 2008.

-To learn more about Kuali, visit http://kuali.org/ or contact Kymber Horn, mailto:kymber@arizona.edu; 621-8615.

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3. Business Community Open Forum (BCOF)

The March BCOF featured a presentation on the Enterprise Systems Replacement by Michele Norin, Chief Information Officer/UITS Executive Director. If you missed the forum see the presentation at http://cio.arizona.edu/policies/Enterprise_Proposal_March2008.pdf

The next BCOF is scheduled on May 21, 2008, 2-3:30 pm, location and topic to be announced. See http://bizcomm.arizona.edu/BCOF.html for information on previous forums.

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4. ISW Reports Update -

-FBM091, Report of Transactions by Account - This cumulative report has been modified to run monthly rather than quarterly.

-Sign up to automatically receive your reports in Adobe Acrobat pdf format via email when they become available from ISW-Electronic Reports. For instructions see:
http://www.fso.arizona.edu/computing/reports/help/preferences/report_notification.htm
Most email programs will allow you to set up rules/filters to automatically forward the emails/reports to another person(s) in your department who need to review the reports.

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5. Frequently Asked Questions -

Your Question: If I want to add ISW screens (Check Request and Pcard imaging) what do I need to do?

Reply: Your ISW Department Administrator, usually the Business Manager in your department, can grant you access to the screens and other reports by logging into ISW with the DEPT ID. Instructions can be found here: http://www.fso.arizona.edu/computing/reports/help/auth/deptid.htm
If you are not aware of who your Department Administrator is, please contact FSOITS at support@fso.arizona.edu or 626-3072.

FSO maintains a database of frequently asked questions. Visit our FAQ page at http://www.fso.arizona.edu/app/faq/faq.asp to review previously asked questions, search by category or keyword, or ask a question of your own.

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6. Introducing FSO's New Employees:

Marisela Figueroa, Financial Services Specialist, Operations
Viviana Medina, Accountant, Financial Management

 


Contact: Kymber Horn