Welcome! FSUN General Membership Meeting October 19, 2016

External Sales Update Keith Jansen

Standard University Agreements Use of university developed software on university server Online purchases or access to information online Service agreement with confidentiality addendum in one agreement

Other Service agreements and amendments up to 5 year terms $10,000 Short Form for low risk activity Agreement formats to track customer modification to the contract All standard agreements have instructions External Sales Activity Report via Reporting Center

Thank you

AR/Billing Improvements David Laden

New Functionality in 9.2

What does the customer see?

Group 1: Customers requesting emailed invoices, many have Central AP email address. (May 2015) Group 2: Departments with a large base of individual consumers (August 2015, November 2015) Group 3: Foreign Customers (December 2015) Group 4: Registered Student Organizations (August 2016) Group 5: Customers with a high volume of invoices (Ongoing)

Banking Information & W-9

Regents of the University of Minnesota NW 5960 PO Box 1450 Minneapolis, MN 55485-5960

Accounts Receivable Status by Chartstring

Accounts Receivable Activity by Invoice

Thank you

Beth Tapp

Travel Lifecycle Travel Authorization Book Trip Travel Event Expense Report

Travel Lifecycle Travel Authorization

Travel Lifecycle Travel Authorization Book Trip

Travel Lifecycle Travel Authorization Book Trip Travel Event

Travel Lifecycle Travel Authorization Book Trip Travel Event Expense Report

What’s Changing?

travel.umn.edu Join us for the Travel Fair November 8, 2016 9 am - 1 pm Coffman Memorial Union Mississippi Room travel.umn.edu

Thank you

PCard Policy Update Beth Tapp

Three Strikes Audit finding, too many cards going unreconciled for too long Change needed “now” Updating policy to match practice in many units Policy out for 30 day review

Thank you

State of the U Budget Julie Tonneson

Thank you

U Finance Update Mike Volna

Thank you

Payroll Accounting Update Sherrie Kutzler

How are Enhancements & Fixes Identified Payroll is a team effort consisting of HR and Finance A workgroup has been created that has HR & Finance representatives from Academic units, BPOs and Module Support to work together through future enhancements, current issues and reporting needs. Central workgroups with HR BPOs, Finance BPOs and Module Support meet regularly to discuss issues, processes, and enhancements.

Communication Without communication – mistakes happen

Thank you fsun@umn.edu z.umn.edu/fsun