There are several ways to get support with the new financial system, whether you have a process-related question or technical issue.
Submit a FMM Help ticket in ServiceNow for assistance with all financial systems and services
Not sure how to fill out the FMM Universal Request form? Detailed information and instructions are available here.
Need immediate assistance?
Call the FMM Help Desk at 805-893-5400 (available Mon-Fri, 10am-3pm)
Before You Request Help:
Self-Guided Resources
The Office of Financial Training has developed a variety of resources to help you navigate new systems and processes.
Known Issues Tracker
Stay informed with the most up-to-date information on current issues affecting financial processes and reports.
| System or Business Area | Day/Date | Time | Zoom Link | Topics Covered |
|---|---|---|---|---|
| Common Chart of Accounts (CCOA) |
Every Tuesday from July 1 to October 28 |
11am-12pm |
Join via Zoom | Understanding and using the new CCOA, including the FRU hierarchy, purpose codes, looking up chartstrings, and COA to CCOA mapping |
| Concur Travel & Expense Management | Every Tuesday and Wednesday from August 12 to November 26 |
Tues: 1-2pm Wed: 10-11am |
Set an appointment time to receive a link | Support with using Concur for the travel/entertainment/business expense reimbursement process, including expense report creation & submission, workflows and approvals, and more |
| Enterprise Performance Management (EPM) Transfers |
Every Wednesday from August 20 to December 17 |
11am-12pm |
Join via Zoom | Support with using Oracle EPM for budgeting, transfers, and commitments |
| EPM Project Forecasting | Daily from October 31 to November 5 | 11am-12pm | Join via Zoom | Support with using Oracle EPM for project forecasting, including UCPath funding end dates and payroll projections |
| General Accounting |
Every other Wednesday in October & November:
|
10-11am | Join via Zoom | General Ledger, cash management, fixed assets, manual journals, recharge journals, and financial control journals |
| Procurement |
Every Tuesday and Thursday from September 23 to November 25* |
9-10am | Join daily session via Zoom | Gateway, FlexCard, equipment management, invoice processing, and other general procurement questions |
| Projects & Grants Management (PGM) - Faculty Funds |
Every Wednesday beginning October 1 through December 10 Additional sessions in November:
|
1-2pm |
Join via Zoom | Questions or issues related to Faculty Funds and Project Analyst activities |
| Projects & Grants Management (PGM) - Sponsored Projects |
Every Monday, Wednesday, and Friday through October 31 |
Mon & Wed: 1-2pm Fri: 10-11am |
Questions or issues related to Sponsored Awards and Research Financial Analyst activities | |
| Reporting | Daily from July 28 to October 13 Every Tuesday beginning October 14 |
1-2pm | Join via Zoom | FinHub and general reporting questions |
| Transfers of Expense (TOE) |
Every Monday beginning October 13 through November 24* Additional October sessions:
*Cancelled Monday 10/27 |
Monday sessions: 3-4pm Thursday sessions: 10-11am |
Monday: Join via Zoom Thursday: Join via Zoom |
Support with completing both project and non-project transfers in OFC |
Additional topics will be added as needed