Where to find support on fiscal close processes in Aggie Enterprise

As UC Davis completes its first fiscal year-end close in Aggie Enterprise, the central offices and Aggie Enterprise functional experts are committed to providing comprehensive support to ensure a smooth transition. 

Here are some resources to help navigate fiscal close in Aggie Enterprise. 

• Fiscal Close Overview: The May 14 Fiscal Year-End Close Overview provided an outline of the fiscal close processes, including a detailed calendar with deadlines and support resources.  
• Guidance on Year-End Close: For reference, year-end close, aside from carryforward, mirrors the month-end close, focusing on processing journals, approving transactions, and reconciling Accounts Receivable. Month-end close has been successfully executed since Aggie Enterprise went live, which should result in a lighter lift for year-end processing. 
• Office Hours: Available daily, offering real-time resolution of questions with special topic breakout rooms. This support channel can be utilized to answer any individual questions users may have. 
• In-Person Training: Instructor-led sessions on campus provide hands-on instruction to users. Registration is available in the UC Learning Center.  
• Finance Experts: Available to attend specific meetings within schools, colleges, or administrative units to offer additional guidance on the general ledger and carryforward. Assistant Deans and CAOs received an email with details to coordinate these connections.  
• Report Enhancements: New reports, such as the UCD GL Balances Summary Report and the UCD Transaction Listing Report – GL and Subledger Detail, provide detailed financial information, including balances.