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 Monday and Tuesday from July 1 to September 30 |
Mon: 9:30-10:30am 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 |
| General Accounting | Every Wednesday from July 2 to September 24 | 10-11am | Join via Zoom | General Ledger, cash management, fixed assets, manual journals, recharge journals, and financial control journals |
| Procurement |
Daily from July 16 to August 8* |
9-10am | Join daily session via Zoom | Gateway, FlexCard, equipment management, invoice processing, and other general procurement questions |
| Projects & Grants Management (PGM) |
Daily from July 1 to August 31* *PGM will have modified office hours on the following dates/times:
|
Mon-Wed: 1-2pm Thurs-Fri: 10-11am |
Join via Zoom | Sponsored Awards, Faculty Funds, Capital Projects, and other questions or issues related to Research Financial Analyst and Faculty Funds Project Analyst activities |
| Reporting | Daily from July 21 to September 15 Every Tuesday beginning September 16 |
1-2pm | Join via Zoom | FinHub and general reporting questions |
| Role Security Administrators (RSAs) | Thursday, July 10 and Wednesday, July 23 | 11am-12pm | Join via Zoom | Determining appropriate access for staff and submitting access requests for campus systems and OFC modules |
Additional topics will be added as needed