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.

View Learning Library

 

Known Issues Tracker

Stay informed with the most up-to-date information on current issues affecting financial processes and reports.

View Known Issues

Attend Office Hours

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*

*Normal weekly procurement office hours will still take place for the following:

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:

  • Wed. 7/16: 4-5pm
  • Thurs. 7/17: 3-4pm
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