Department Champions Meeting. August 26 th , 2013. Agenda. COA: Online Mapping Tool Overview Calendar Training Mapping Overview Using Search Page Filters Updating Mapping Creating New Projects and Flexfields Entering Notes Reviewing Mapping Transactions Downloading Reports
August 26th, 2013
Access to the Online mapping tool will be provided via MyAccess login.
12/22 – 1/6
July12 to May 13
July 2012 to Sept 13
Data Mapping 3
Data Mapping 4
Dept ID Updates
9/9 – 20
11/4 – 22
New Process for
(11/1 – 1/6/2014)
Fund/DPA Balance Allocation Corrections - Post Year end close
Indicates a Mock conversion
Conversion Validation Reports
Down time for On-line Mapping Tool monthly transaction refresh
*Transactions not mapped by Champions at the end of Mapping Rounds will use defaults.
Provides statistics on number of current chart of accounts combinations mapped and reviewed by DepCode
Provides a summary snapshot of mappings and their review status
Provides totals of balances by DepCode (based on the most recent refresh of monthly data)
Provides access to mappings and new projects reports.
Using the Search Page
Balances shown on the Search Page are calculated based on the selection criteria.
Show Related Funds only (no DPAs) would exclude chartstrings and balancesthat are only DPA owned.
new chartfield mapping
Fund owned by Chancellor.
DPA owned by Radiology.
Mapping points to Biochemistry.
Mapping Cost Sharing
Town Hall Friday, October 4th, 20132- 3pmParnassus N-225 (Live Presentation) Mission Bay Byers Hall Auditorium (Real-time Live Broadcast) Live Webcast (Link will be posted on Finance3 website in late September)
If you use BearBuy, PeopleSoft, MyExpense, PPS/OPTRS, WebLinks or any other campus financial system, this presentation is for you! Come learn about the new Chart of Accounts
John Ellis, Assistant Vice Chancellor & Controller
Teresa Costantinidis, Assistant Vice Chancellor, Budget & Resource Management
Tammy Wallace, Assistant Controller, Accounting & Financial Reporting
Join us to continue the countdown to Finance3Go-Live in January 2014! Just 3 months to go!