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2022 Fiscal Year-End Town Hall

Join us to learn all about fiscal year-end. We will review the essential accounting tasks and processes that must be completed to close out your FY2022 books.

Take this short quiz to see how well you understand ePERs—electronic personnel effort reports. Effort reporting is a requirement for recipients of federal awards as a means of attesting to the appropriateness of salaries and wages charged to the contract or grant.

One of the biggest changes is the new Resources page, which replaces the old A to Z page. We invite you to take a tour of the site and share your feedback with us.

Please note that official functions exceeding $500 that are paid via a purchase order in CU Marketplace require an approved official function form. Approved forms should be attached to the requisition or purchase order. Contact fiscalcompliance@colorado.edu with any questions.

The PSC has completed a review and clean-up of the expense types in Concur, our travel and expense management system. We clarified expense descriptions and provided better mapping of Concur expenses to PeopleSoft. Thank you to the Â鶹ӰԺ campus partners who provided the PSC with information to make these updates possible!

: Non-substantive cleanups were made to remove the section on tests of propriety and immediate family members since guidance on employee family member expenses is provided in other specific procedures.

: Incorporated into policy a long-standing exception allowing certain CU-sponsored non-conference events to follow the conference approach of using auxiliary funds to purchase alcoholic beverages.

Have questions on converting DAICR from fund 10 to fund 11? Need help moving recurring expenses or moving budget? Join Liz Spencer from the Campus Controller's Office and Mandy Cole from Budget & Fiscal Planning during open office hours.

9 a.m.-noon - This training is designed to help you understand CU fund accounting principles and how to use the PeopleSoft general ledger to record and report on financial transactions in your department.

9 a.m. - Join us for a discussion with leadership from the Campus Controller's Office and Office of Contracts and Grants on research administration topics.

11 a.m. - If you travel on official university business, book travel or are involved with reconciling travel expenses, you are invited to join us for an open session with PSC Travel to learn about the travel process/procedures and get answers to all your travel questions.