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) |
Monday, November 10 and Tuesday, November 25 |
Mon: 10-11am Tues: 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 December 17* *cancelled on November 25 and 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* *cancelled on November 19 |
11am-12pm |
Join via Zoom | Support with using Oracle EPM for budgeting, transfers, and commitments |
| EPM Project Forecasting |
Friday, November 14 Wednesday, November 19 Thursday, November 20 |
11/14: 2-3pm 11/19: 3-4pm 11/20: 4-5pm |
Fri. 11/14: Join via Zoom Wed. 11/19: Join via Zoom Thurs. 11/20: 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:
*cancelled on November 26 |
1-2pm |
Join via Zoom | Questions or issues related to Faculty Funds and Project Analyst activities |
| Projects & Grants Management (PGM) - Sponsored Projects |
Every Monday through December 15 |
1-2pm |
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 and Thursday through November 24 |
Monday sessions: 3-4pm Thursday sessions: 11am-12pm |
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