The customer request form, used to request and update new customers for Accounts Receivable, has been revised. The updated form now includes collector group information and should be used for all future customer request submissions.
In addition to the new collector group information, the form has been streamlined to remove unnecessary fields and clarify several other fields to improve usability and efficiency for departments submitting requests.
Watch this year's fiscal close webinar, as the UC Davis Accounting and Financial Reporting team members and others review key FY26 fiscal close tasks, offer valuable guidance, provide an overview of the resources available to support campus users, and answer questions from attendees.
After a period closes, any FITS transactions still in “pending” status become “stale” and can no longer be approved. Attempting to approve a stale transaction results in an error. Since submitted transactions cannot be edited, initiators need to resubmit stale transactions using an accounting date within the current open period.
A new Aggie Enterprise Planning knowledgebase article, Troubleshoot Approval Workflows, is now available. Based on user feedback, the article provides guidance for identifying and resolving common issues in the Approvals module, including errors, unexpected behavior, and approval unit ownership updates. Read the article.
With the FY2026-27 planning activities winding down and the campus budget meetings concluding soon, we will be pausing the Aggie Enterprise Planning virtual office hours following the session on May 5 (Zoom link). If you need assistance or have questions after May 5, please submit Help Desk tickets.
Learn how teams in Accounting and Financial Reporting and the Office of Business Transformation are helping staff build essential accounting knowledge for everyday work in Aggie Enterprise.
Many purchase requests require supporting documentation. There are several ways that these documents can be added to a Requisition, but for best results, we recommend adding any attachments at the header level of the Requisition, when completing the cart checkout screen. Refer to the related Knowledge Base Article for complete instructions on how to add documentation. The article also identifies the situations when additional documentation is required, and the types of documents that satisfy the requirement.
