[Concurdelegates] Business & Financial Services Insider News

[Asirra Suguitan]

Dear Colleagues,


The Business & Financial Services (BFS) Insider News
<https://ucr.bmeurl.co/141A8ABD> delivers key updates and activities
related to financial systems, reports, and business processes that support
your work. Please take a few minutes to review the latest edition and share
it with your departmental teams as needed.

Sincerely,

*Asirra Suguitan*
Associate Vice Chancellor and Campus Controller
Business & Financial Services
http://bfs.ucr.edu/

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Announcements
<https://ucr.benchurl.com/c/l?u=141A8D85&e=1B9DF47&c=158834&&t=0&l=155553E67&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
Training
<https://ucr.benchurl.com/c/l?u=141A8D86&e=1B9DF47&c=158834&&t=0&l=155553E67&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
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Welcome to the latest edition of *BFS Insider News*, featuring important
updates, reminders, and resources from across Business & Financial Services.
 Campus Compliance


Before granting applicable system access, System Access Administrators
(SAAs) must confirm that employees have completed all Gender Recognition
and Lived Name (GRLN) requirements. This verification must occur each time
applicable access or roles are requested or assigned.



Employees must complete:

   - UC Policy on Gender Recognition and Lived Name
   - Gender Recognition & Lived Name: An Introduction to Gender Awareness
   - Confidentiality Agreement — completed once and submitted to
   HRPolicy at ucr.edu

These requirements apply to systems that provide access to protected
employee information, including UCPath, TARS, Oracle Financials, Looker
Finance, Concur Travel and Expense, and related payroll and financial
systems. For complete details, review the

* UCR Gender Recognition and Lived Name policy
<https://ucr.benchurl.com/c/l?u=141A8D89&e=1B9DF47&c=158834&&t=0&l=155553E67&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>.
Note: *Please note that for Concur Travel and Expense, the GRLN training is
not applicable to Traveler only roles and access.
 Contracts & Grants

*Expanded PPM Reporting *The Looker - Finance Explore now includes
additional Oracle Project Portfolio Management (PPM) data, including new
dimensions and new measures for Project Budget Amount ITD and Project Cost
Amount. Read the full announcement
<https://ucr.benchurl.com/c/l?u=141A8D8A&e=1B9DF47&c=158834&&t=0&l=155553E67&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
.
*Payroll Certification Progress*
*Continued Action Needed *

Thank you to departments for continuing to complete outstanding Payroll
Certifications. *The latest completion rates, as of July 24, are shown at
right. *

Phase I and Phase II remain past due, and departments should continue
completing Phase III certifications to support compliance and accurate
financial reporting.

Please review outstanding items and coordinate with responsible certifiers
to resolve any delays.
 Financial Services
*FY26 Fiscal Close*
*Preliminary Close Complete*
The *June 2026 Period 12 Preliminary Final* period closed on July 15.
Financial Transaction Detail Reports and PI Summary Reports are now
available for departmental review. Departments should continue working
through the remaining fiscal close activities to support accurate financial
reporting and a timely final close:

   - Review Financial Transaction Detail and PI Summary Reports.
   - Investigate and resolve unexpected balances or discrepancies.
   - Complete outstanding ledger reconciliation and certifications.
   - Confirm that accruals, deferrals, and cost transfers were processed
   correctly.
   - Review open commitments and project balances carried into the new
   fiscal year.
   - Continue monitoring the Fiscal Close schedule for remaining deadlines.

Visit the FY26 Fiscal Close webpage
<https://ucr.benchurl.com/c/l?u=141A8D8B&e=1B9DF47&c=158834&&t=0&l=155553E67&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
for inquiries key contacts for inquiries.
*CCRRS Update *
*New Over/Short Cash Account Selection *

CCRRS now requires users to select the appropriate Over/Short Cash account
based on the fund being used. The system will no longer automatically
populate account 470900 when an over/short amount is entered. Review the full
CCRRS notice
<https://ucr.benchurl.com/c/l?u=141A8D8C&e=1B9DF47&c=158834&&t=0&l=155553E67&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
for screenshots and account selection guidance.


 Procure to Pay
*Requisitions Update*
*View PO Line Details from My Requisitions *
Users can now view purchase order line details directly from requisitions
in RSSP. Filter *My Requisitions* to the *Ordered* status, open the
requisition, and select the linked PO number in the Lines section to view
details for all PO lines.


*Reminder: Review Open Freight Lines * *Help Close Purchase Orders *

For freight bills of $500 or more, add a separate PO line using account
543100 – Freight so the invoice can be matched and routed through the
appropriate approval workflow.

If the supplier charges shipping and handling at any dollar amount, enter
the full amount on a separate taxable PO line using account 543100 and
update the line to taxable.

Departments should retain supporting freight documentation. Accounts
Payable will not routinely request it, but Accounting may request it when
needed.

Use the PO Encumbrance Report to identify freight lines that remain
Reserved or Partially Liquidated. If the invoice has been processed and
paid, no additional invoices are expected, and freight is the only
remaining encumbrance, the PO may be marked finally closed. Refer to
the training
guide
<https://ucr.benchurl.com/c/l?u=141A8D8D&e=1B9DF47&c=158834&&t=0&l=155553E67&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
for
additional instructions.
 Travel & Entertainment


*Concur Learning Series  * *Coming this Fall*

Based on your feedback, we’re launching a new Concur Learning Series in
Fall 2026. These practical, engaging sessions will cover everything from
system tips and upcoming enhancements to new features, reporting, and the
essentials of travel and non-travel reimbursements.

*Whether you’re new to Concur or looking to sharpen your skills, there will
be something for everyone. Session topics and dates are coming soon—stay
tuned!*
*Delta Introduces Basic Premium Cabin Fares*
*Lower Fares with Additional Restrictions*
Delta introduced Basic fare options in premium cabins. These fares may
offer a lower price but can include reduced flexibility, seat assignment
limitations, lower mileage earning, and change or cancellation fees. Learn
more here
<https://ucr.benchurl.com/c/l?u=141A8D8E&e=1B9DF47&c=158834&&t=0&l=155553E67&email=hcRTv%2Fv%2BkTvxAaSPLVE6Rw%3D%3D&seq=1>
.
*Updated Rental Vehicle Resources*
*Booking, Insurance, Rideshare, and Accident Reporting*

Updated resources explain how to book a rental vehicle, when UC-negotiated
insurance applies, what coverage may be unnecessary at the rental counter,
how to report an accident, and when rideshare services such as Uber may be
appropriate.

Review the guidance before booking so you understand the available coverage
and know what steps to take if an incident occurs. See Rental Vehicles
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.
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