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Month is closed

Month is Closed Announcements


Month ended January 31, 2020 is closed – Confirming Orders, Travel Policy, Banner Workflow

January reconciliation reports are now accessible. The Reconciliation Procedures Guide is available for review and provides extensive information on the reconciliation process, timeline and available reports. Fiscal Policy and Procedure Updates as well as archived announcements are also available at https://fiscal.gmu.edu/fiscal-policy-updates/.

Confirming Order Project

We are excited to announce that end-users will no longer submit Confirming Orders in eVA after February 14, 2020. P-Cardholders and Approvers will receive a detailed email outlining the new process very soon. For additional guidance on allocating P-Card transactions, please refer to the updated P-Cardholder Quick Guide.

Travel Policy Feedback

We invite you to review and comment on the proposed updates to the Travel Policy (Draft). Please review and submit comments through this survey by March 3, 2020.

Upcoming FY20 Purchasing Deadlines

As the FY20 fiscal year-end approaches, we encourage departments to begin forecasting purchases and payments. Please note that all purchases above $100,000 and/or software purchases (at any dollar amount that require ASRB review) must be submitted to the Purchasing Department by March 6, 2020. The complete list of year-end deadlines will be posted in the March 2020 memo.

Banner Workflow Interface Update

On February 16, 2020, Banner Workflow will be updated and users will notice a slight change to the interface. The left-hand menu will be compressed and the “Home” and “User Profile” categories will display as icons. When one of the icons is selected, the options for the category will display. Relevant user guides and instructions will be updated to reflect this change.

Report Training and Support:
To register and view course descriptions, please go to http://workshops.gmu.edu/. Additional information and registration instructions are available at http://fiscal.gmu.edu/training/attend-a-classroom-course/.


Fiscal Services (E&G, Indirect Org, Auxiliary, etc.)


Fiscal Orientation 1 – Financial Transactions & Reconciliation
– February 6 & March 5, 9:30 a.m. – 3 p.m. in Merten Hall, 2001

Banner Finance — 10:30 a.m. – 12 noon

MicroStrategy for Reconciliation — 1:00 – 3 p.m.

Note – Clicking on the training links above will direct you to the login for Mason Workshops and you will be prompted to enter your Mason Patriot Pass credentials.

Quick reference guides for Banner Finance – Self Service, e~Print and MicroStrategy are available at https://fiscal.gmu.edu/training/obtain-training-materials/.

For assistance, please contact Jessica Adams at jadams15@gmu.edu, or ext. 3-5966. Everyone is welcome at our Fiscal Services walk-in sessions! The walk-in schedule is available at https://fiscal.gmu.edu/training/participate-in-walk-in-assistance/.

Sponsored Programs (Grants and Contracts)

PI Report and Reconciliation — February 19 & March 9, 1:00 – 3 p.m., in Merten Hall, 2001.

Quick guides and reference material for using MicroStrategy PI Reports for reconciliation are available at http://osp.gmu.edu/workshop-resources/.

Please contact Pat Sperry at psperry@gmu.edu or 3-8929 and Kimberly Maze at kmaze@gmu.edu or 3-4001 for assistance with PI reports.

 


Month ended December 31, 2019 is closed – Mileage rate, Common Contracts, Electronic JV

December reconciliation reports are now accessible. The Reconciliation Procedures Guide is available for review and provides extensive information on the reconciliation process, timeline and available reports. Fiscal Policy and Procedure Updates as well as archived announcements are also available at https://fiscal.gmu.edu/fiscal-policy-updates/.

Personal Mileage Rate Change

Beginning January 1, 2020, the personal mileage rate for business travel is $.575 per mile (decreased from $.58). The Travel Request System (TRS) will be updated to reflect this change. As a reminder, travelers may be reimbursed at the personal mileage rate in the following situations:

  • The mileage does not exceed 280 miles per day
  • The mileage per day is more than 280 miles, but the cost of the personal car does not exceed the cost of an Enterprise vehicle (Enterprise Trip Calculator must be included with reimbursement)
  • An Enterprise vehicle is not available (a copy of the Enterprise rental page indicating vehicle is not available for the day(s) must be included with reimbursement)
  • The proposed driver is younger than 21 years of age

Commonly Used Contracts

Many pre-negotiated contracts are available for Mason purchasers to use. These contracts should be selected before choosing a non-contracted vendor. Please visit the Existing Contracts webpage to search for a Mason, State or VASCUPP contract. A list of Scientific Vendor Contracts is also available here.

Electronic Journal Voucher Submission

Fiscal Services encourages all units to begin submitting journal vouchers electronically using Banner Admin Apps, instead of submitting a paper journal voucher form. Instructions are available on the Electronic JV Guide. Unit finance liaisons may request access for existing Banner users within their unit by sending an email to fast@gmu.edu with the existing users net ID and the request to add JV Initiator security group and XCAR rule code to the existing user’s profile. New finance users should submit a Banner Access form indicating the JV Initiator security group and XCAR rule code and providing the required fund/org access.

Report Training and Support:
To register and view course descriptions, please go to http://workshops.gmu.edu/. Additional information and registration instructions are available at http://fiscal.gmu.edu/training/attend-a-classroom-course/.

Fiscal Services (E&G, Indirect Org, Auxiliary, etc.)

Fiscal Orientation 1 – Financial Transactions & ReconciliationJanuary 9 & February 6, 9:30 a.m. – 3 p.m. in Merten Hall, 2001

Banner Finance — 10:30 a.m. – 12 noon

MicroStrategy for Reconciliation — 1:00 – 3 p.m.

Note – Clicking on the training links above will direct you to the login for Mason Workshops and you will be prompted to enter your Mason Patriot Pass credentials.

Quick reference guides for Banner Finance – Self Service, e~Print and MicroStrategy are available at https://fiscal.gmu.edu/training/obtain-training-materials/.

For assistance, please contact Jessica Adams at jadams15@gmu.edu, or ext. 3-5966. Everyone is welcome at our Fiscal Services walk-in sessions! The walk-in schedule is available at https://fiscal.gmu.edu/training/participate-in-walk-in-assistance/.

Sponsored Programs (Grants and Contracts)

PI Report and Reconciliation — January 22, 10:00 – 12 noon & February 19, 1:00 – 3 p.m., in Merten Hall, 2001.

Quick guides and reference material for using MicroStrategy PI Reports for reconciliation are available at http://osp.gmu.edu/workshop-resources/.

Please contact Pat Sperry at psperry@gmu.edu or 3-8929 and Kimberly Maze at kmaze@gmu.edu or 3-4001 for assistance with PI reports.