News

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.

This final session of the Accounting Fundamentals series walks through the eight steps of the Accounting Cycle. We show how everything you have learned from the webinar series tie together in the cycle. In addition, subject matter experts from Central Finance provide high-level guidelines for period close and fiscal close tasks.

Each year, accounting and financial staff at UC Davis await the release of the new fiscal close calendar. The calendar contains a list of tasks that must be completed, approved, and posted by specific deadlines. Just as important, it helps the university close the fiscal year accurately and on time.

Trend-based financial planning and forecasting use patterns in historic data to develop estimates. You have the option of choosing different trends for individual account categories. In this video*, you'll learn about the different trend selections, the scenarios in which each trend might be applicable, and step-by-step instructions on how to choose a planning trend.

See also KB0010489 Select Trends for Individual Account Categories.

This session of the Accounting Fundamentals Series provides an overview of the annual report and shows key components in the report. We also demonstrate the use of the Trial Balances Report to check for errors, ensuring accurate financial statements.

Based on feedback from Aggie Enterprise users, teams identified an opportunity to simplify the process for setting up certain awards that require a “seated license” in Aggie Enterprise. For some populations – such as returning emeriti, adjunct faculty without salary, graduate students, or postdocs serving as principal investigator (PI) – setting up a PPM Sponsored Project award has historically involved multiple steps and handoffs across several teams.

The Working version and Plan scenario planning data for February FY26 has been replaced with actuals.

A snapshot of the following is available for reference:

Fund 2000B is reserved for sponsored projects under contracts and grants only. However, some non-sponsored project expenses were posted to Fund 2000B. In this webinar, we explain the impact of this error and walk you through how to identify and clear inappropriate expenses in Fund 2000B.

The last of the three FY27 Aggie Enterprise Planning User Group Meetings provided guidance and demonstrations for funding requests and Planning reports. An update about Carryforward Classification was also provided.