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January 2016-Budget and Finance Quarterly Newsletter

January 2016

Dear Colleagues,

You are receiving this message because you are part of the lsafinstaff@umich.edu group. This email group is used by the LSA Budget & Finance team to provide you with financial related news, updates, and occasional training announcements which we feel will be useful to all units.

Travel & Expense Reports – New Indicator for Report Preparation Status

The SSC Travel and Expense Report Processing Team has experienced instances where Concur reports have been submitted for approval by the employee before the report was completed and ready for submission. The T&E team will include in the report name the words NOT READY to help faculty and staff identify which of their reports are still being worked on by the SSC (i.e., not yet ready to review and submit).  When the report is complete and ready for employee review and submission, the words will be removed from the report name and you will receive an email notification advising that the report is ready to review and submit.

Travel & Expense Reminders

  • The Travel & Expense reimbursement forms (Employee Expense Report - Multiple Expenses; Employee Hosting Report; and Employee Travel/Expense Cover Page) were updated earlier this year.  If you use these forms when submitting reimbursement requests, please be sure to download the current version of the form(s) from the SSC website Forms page (under the Expense Report Creation section)
  • When submitting a reimbursement request or PCard receipts, please use the ExpenseReports@umich.edu email address.

Higher Administrative Authority
A final version of the Higher Administrative Authority document as well as the revised Authorization by Signature form, which can be used to document delegation where appropriate are both now available on-line.  Both documents contain links referring to the other document.

http://www.finance.umich.edu/system/files/Higher_Administrative_Authority-9242015.pdf  

http://procurement.umich.edu/sites/default/files/authorization_by_signature.pdf

Accounts Receivable (AR) - Viewed Imaged Documents

As of October 20, 2015, M-Pathways Financial users can view copies of deposits received and applied by the Shared Service Center (SSC) to an invoice.  The Item Summary page now has a link named Imaged Document. This link displays an imaged view of the deposit that was received and applied.

(please download and view the attachment.)

Also, as a future enhancement, SSC and Information and Technology Services (ITS) are working together to add these links in MReports. The SSC and ITS will communicate to you again when this enhancement has been implemented. 

The functionality to view imaged documents on the Item Summary page is for users with the security role of FN RECONCILIATION VIEWER. If you require or would like to request this access, please

​submit an access request via OARS.  Please contact Jake Crawford, Financial Unit Liaison (UL) with any questions.

Links to eForms Page and CaseConnect Available on Wolverine Access

In response to customer requests, the SSC recently partnered with ITS to add two new links to the University Business section of WolverineAccess:

  • U-M Shared Services Center – eForms 
  • U-M Shared Services Center – CaseConnect 

OARS Migration
OARS migrated to a new database and application platform on December 7, 2015.  The new OARS system is noticeably different.  Review the complete lists of benefits of the new OARS, what’s changing, and what’s not.

MReport Enhancement: New Tab Added to Total Picture Effort by Principal Investigator

​In response to customer feedback, the SSC partnered with ITS to add a third tab to the Total Picture Effort by Principal Investigator (PI) MReport.  The new tab (called DBE Summary by PI) shows all the effort for the PI, including instructional and out-of-department effort.

​Unit Defined Commitments

UDCs for all College endowment distributions for the 2nd, 3rd and 4th quarters have been created.  These are now visible both in MReports and under 'Manage UDC's' in FINPROD.​

​Mileage Reimbursement for Use of Personal Automobile on U-M Business

The ​University's Travel Policy allows mileage reimbursement to faculty and staff for use of their personal automobile on qualified university business.

Effective January 1, 2016, the university's rate for mileage reimbursement on personal vehicles changes to 54.0 cents per mile, from 57.5 cents per mile, for qualified university business travel that commences on, or after, that date.  This is consistent with the recent Federal Travel Regulation mileage reimbursement rate decrease.

To read the ​University's Travel Policy, which includes more information about mileage reimbursement

 

​Thank you,

The Budget and Finance Team

Please note: This email group (lsafinstaff) is open to any financial staff that would benefit from hearing about financial updates from LSA. To join this email group, please send Deb Boissoneau ( lsafinstaff-requests@umich.edu) an email asking to be added to this list. If you are no longer in a financial role with LSA and wish to be removed, please send a request to lsafinstaff-requests@umich.edu .

These quarterly emails can also be found on the LSA Budget and Finance website under the News and Events section.