Accounting Services EXPTX STATS Presented by: Mehdi H. Tazi Prepared by: Pang Xiong-Moua Business Partners Round Table August 13, 2019

EXPTX Stats: Requests by Period 13,140 total journal lines posted in FY 18/19 and 16,063 total journal lines posted in FY 17/18 A slight decrease from FY 17/18

EXPTX Stats: Requests by Quarter

FY 2019/2020 EXPTX Deadlines Posted Expenses Deadline EXPTX Submissions AS Deadline to post to GL 1st QTR: Jul.-Sept. October 31st December 1st 2nd QTR: Oct.-Dec. January 31st March 1st 3rd QTR: Jan.- Mar. April 30th June 1st 4th QTR: Apr. – Jun. Year-End Departmental Deadline: June 19, 2020 By the end of FY Missing a deadline is not a valid justification. Valid justification is an out of control circumstance. All late submission requests are considered on a case by case basis. Valid justification must be included with late submission requests.

Why OnBase? OnBase will not be applicable to UFSS EXPTX Campus User Pros Eliminates support documentation requirement Enhanced security-access limited to DOA only Workflow tracking capabilities Timely and inclusive email notifications (requestor and DOAs) Quicker turnaround time View all EXPTX requests in one place Eliminate support documentation requirement: OnBase will automatically retrieve supporting document from FDW & UDW using the original JID. Enhanced security-access limited to DOA: Integrated DOA list. Eliminate the need to attach DOA to submission. You can simply select DOA for the department being charge and they will receive a email from OnBase notifying them of your submission. Workflow tracking capabilities: Transparent workflow tracking capabilities, allow requestor to see where exactly in the process is his/her submission. Timely and inclusive email notification: Allow requestor and DOA to receive email notification about submission and when request is posted. Quicker turnaround time: maximum of 2 weeks vs. 4 weeks via old excel form. View all EXPTX requests in one place: Easy record keeping tactic for department whom keep scan copy. This will allow requestors to search all submission by entering request number in “search” field. Or any key word in search field that pertain to entry submitted. OnBase will not be applicable to UFSS EXPTX

2019 EXPTX TRAINING Fall 2019: October & November - Save the Dates! When: Wednesday, October 9th, 16th, and 23rd Friday, October 11th, 18th, and 25th Wednesday, November 13th Friday, November 15th Where: Library 12-Training room Time: From 10:00 am to noon Sign-Up: To be announced soon Sign-up/enrollment goal for training courses will be posted in CSU Learn. If not, please email Pang Xiong-Moua at Pang.Xiong@csus.edu for sign up. Business Matter at Sac State (BMASS) will be sent out to all campus users once EXPTX schedules have been set up.

OnBase EXPTX Request Form: Submit Service-Now Ticket to IRT Questions or Concerns Accounting Services Contact Information: Email: accountingservices@csus.edu Main Phone Line: 8-6826 OnBase EXPTX Request Form: https://onbase.csus.edu/unity/forms/ExptTransfers.aspx Submit Service-Now Ticket to IRT For technical issues All questions/concerns are encouraged to be emailed to our AS general email. Main phone line is also available for contact if needed. OnBase EXPTX form is available at link above. And if you are having technical accounting issues, please submit a service now ticket to IRT at the link above. AS has now collaborated with IRT to use the service-now ticket service to troubleshoot any accounting issue related to EXPTX.