special ap cfs open house l.
Download
Skip this Video
Loading SlideShow in 5 Seconds..
Special AP/CFS Open House PowerPoint Presentation
Download Presentation
Special AP/CFS Open House

Loading in 2 Seconds...

play fullscreen
1 / 12

Special AP/CFS Open House - PowerPoint PPT Presentation


  • 258 Views
  • Uploaded on

Special AP/CFS Open House. Feb 14, 2006. Open House: Agenda. Welcome Accounts Payable Perspectives Hot Topics in Travel and Entertainment Streamlining the Travel and Express Process Preparing Equipment Orders in BruinBuy/PAC . Open House: Agenda (cont’d.). General Accounting Updates

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'Special AP/CFS Open House' - Mercy


Download Now An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
open house agenda
Open House: Agenda
  • Welcome
  • Accounts Payable Perspectives
  • Hot Topics in Travel and Entertainment
  • Streamlining the Travel and Express Process
  • Preparing Equipment Orders in BruinBuy/PAC
open house agenda cont d
Open House: Agenda (cont’d.)
  • General Accounting Updates
  • Campus Purchasing Updates
  • Q & A Session
  • Closing
special ap cfs open house4

Special AP/CFS Open House

Accounts Payable Perspectives

accounts payable perspectives
Accounts Payable Perspectives
  • Customer Surveys
    • Top Issues
    • Reorganization
    • New Initiatives
  • Partnership
customer surveys
Customer Surveys
  • Phone Coverage and Access to AP Staff
  • Turnaround Time
  • “Changes to Procedures”
  • Consistency
  • Queue System
surveys phone coverage access
Surveys:Phone Coverage & Access
  • Extended Phone Hours: 9am – 12pm, 1pm – 5pm
  • New Customer Service Team
  • Alternative Methods:

E-mail: ap@finance.ucla.edu

Vendors: http://vendor.accounting.ucla.edu/

Monthly Open Houses and Update Workshops

  • Special Onsite Workshops or Open Houses
surveys turnaround time
Surveys: Turnaround Time
  • What is Our Current Turnaround Time?

http://www.accounting.ucla.edu/ap/service/

surveys changes to procedures
Surveys: “Changes to Procedures”
  • Responses to Legislative and Policy Changes, or Audit Findings

(Example: One-Time Payee Name and Address Format. http://www.accounting.ucla.edu/ap/otp/ )

  • No Actual Change (Better Monitoring, Renewed Focus or Recent Training)
  • New Business Portal
  • Asking UCOP to Update Policies
surveys consistency
Surveys: Consistency
  • Reorganization
    • Customer Service Team –All Campus Calls
    • Regular Vendor Invoices
    • Reimbursements (non-entertainment)
    • Special Items
    • UCOP
    • UC Merced
surveys queue system
Surveys: Queue System
  • New Initiatives
    • Using the PAN System for Queue Messages
    • Electronic Routing of Items for Internal Approvals (GA, EFM, Exceptional Approval)
    • Imaging of Invoices on “I” Status
    • Additional Automation
    • Customer Satisfaction Workgroup
partnership
Partnership
  • Working with Departments
  • Advisory Group
  • Need Your Help
    • H & I Invoices
    • Adherence to Policies Including Original Documents and Justification (i.e. Who, What, Where and Why?)
    • Checking Queues