September 2022 Newsletter 

 Fiscal Reminders: 

•  FY22 Hard Close 
  • Occurred: Thursday, August 25^th  
  • As of Friday, August 26^th, final balances from FY22 were carried over as beginning balances into FY23
    • These amounts were previously seen as pending entries
    • For contract and grant accounts, ending balances for FY22 will be seen in the “Contracts Grants Beginning Balance Amount” field on the General Ledger Balance Lookup for FY23.
    • For all other account types, ending balances for FY22 will be seen in the “Beginning Balance Line Amount” field on the General Ledger Balance Lookup for FY22
  • Kuali Financial Data Mart (KFDM) has also be updated to include the beginning balances for FY23 

• FY22 2.5% Carry Forward  
  • With the Hard Close of FY22, the Business Office will distribute all funds that were eligible to be carried forward by Friday, September 16th  
    • This transfer will be processed as a one‐time (1x) funding adjustment into the departments’ operating account.
      

• FY23 Monthly Department and Faculty Reports  
  • *Reminder* FY23 Reports will continue to include sponsored project funded Fall ‘22 and/or Spring ‘23 GA pre-encumbrances  
  • The September 1^st reports will continue to capture the pre-encumbrance of GA’s who are coded to sponsored projects   
  • GA payrolls are scheduled to encumber on 9/2 or 9/3.  Once this occurs the BO will release the manual encumbrance previously entered to avoid overstatement on accounts
    

• Federal Accounts (Smith Lever, SAES Capacity) – REMINDER from last month 
  • FY22 Accounts  
    • will remain open through 11/30/22 for expenses incurred by 9/30/22  
      • Please avoid last minute spending 
      • After November 30^th, no additional transactions will be allowed on these accounts 

• • • On December 1^st the BO will begin the FY22 close out process 
    • Please monitor your continuation accounts for timely cost transfer submission 
      • Please contact the BO if you need any assistance 
  • FY23 Accounts  
    • New Federal Fiscal Year (FFY) opens on 10/1/2022 (FFY23) 
    • Your department budget was identified in your FY23 Dept. Budget Hearing Letter from the Dean  
    • *Reminder: Every expense must be categorized in 1 or more of the 5 areas strategic areas by the utilization of sub-accounts (only exception is Regular Payroll) – specific to Smith Lever accounts only  
      • Sub-Accounts 
        • Climate (CLIM
        • Food (FOOD)
        • Health (HLTH)
        • Landscapes (LAND)
        • (MISC)

• Launch of the Concur New User Interface – Go Live – August 24^th  
  • Concur Expense has launched an updated User Interface (UI)  
    • This will make processing Requests and Expense Reports (including CBS(ProCard), Travel, and Non-travel Expense Reports) quicker and easier.    
  • The new UI will include a cleaner and streamlined change of layout, which will offer a more intuitive and easier to navigate page.   
  • “New” Job Aids are available under Training and Resources (https://travel.uconn.edu/training-and-resources/  – labeled NEW UX)  
  • Any questions please email travel@uconn.edu.
    

• Cash Handling form for FY23 
  • Daily Digest announcement 
    • Does your department accept cash, checks, or cash equivalents on behalf of the University?  Kindly complete the Cash Audit form for FY23.  https://uconn.kualibuild.com/app/builder/#/app/6238aa9b4cacd1cc68a4b719/run
      

• Upcoming Purchasing Training (September) 
  • The Business Office is working with UBS to establish a training 
  • Additional information will be distributed (via email) once confirmed.   
    

HR and Payroll Reminders: 

•  PageUp  Updates 
  • Job Status Definitions  
    • PageUp Job Status Definitions 
  • Training Dates: 
    • Regular Payroll 
      • September 7, 2022 from 9 am to 12 pm (Register) 
    • Special Payroll 
      • September 8, 2022 from 10 am to 12 pm (Register)
        

• Spring 2023 Adjunct Deadlines 
  • PageUp – End of October 2022 
  • Smart-HR – BO Deadline – Mid-December 2022 
    • University Deadline for Spring 2023 Adjunct PA’s is end of December  
    • Attachments: 
      • REQUIRED: Offer Letter (OL)   
      • Comments section: DEPT, Employee Name, Employee #, transaction description, and effective dates 

 

• Spring 2023 GA Deadlines 
  • Smart-HR  – BO Deadline – December 2, 2022 
    • University Deadline for Spring 2023 GA PA’s December 16, 2022 
    • Attachments: 
      • REQUIRED: Offer Letter (OL)   
      • RECOMMENDED: Supplemental Description of Duties (SDD) * not required at time of submission, but will expedite the approval process (if not attached to Smart-HR email to Payroll GA coordinator) 
    • Comments section: DEPT, Employee Name, Employee #, transaction description, and effective dates
      

• Regular Payroll Reminders 
  • Payroll processes all Regular Payroll New Hire Smart-HR Transactions  
    • This includes Classified, UCPEA, Postdocs and Faculty  
  • BO processes all Regular Payroll separations 
    • This includes Classified, UCPEA, Postdocs and Faculty
      

Shout Out: 

• Welcome
  • Stacey Lackman – Admin Program Support 1 – Dean’s Office – Associate Deans for Research and Extension