1. Welcome! FSUN General Membership Meeting
October 19, 2016

2. External Sales Update
Keith Jansen

3. 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

4. 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

5. Thank you

6. AR/Billing Improvements
David Laden

11. New Functionality in 9.2

12. What does the customer see?

13. 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)

19. Banking Information & W-9

20. Regents of the University of Minnesota
NW 5960
PO Box 1450
Minneapolis, MN

23. Accounts Receivable Status by Chartstring

24. Accounts Receivable Activity by Invoice

26. Thank you

27. Beth Tapp

28. Travel Lifecycle Travel Authorization Book Trip Travel Event
Expense Report

29. Travel Lifecycle
Travel Authorization

30. Travel Lifecycle
Travel Authorization
Book Trip

31. Travel Lifecycle
Travel Authorization
Book Trip
Travel Event

32. Travel Lifecycle Travel Authorization Book Trip Travel Event
Expense Report

33. What’s Changing?

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

35. Thank you

36. PCard Policy Update
Beth Tapp

37. 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

38. Thank you

39. State of the U Budget
Julie Tonneson

40. Thank you

41. U Finance Update
Mike Volna

42. Thank you

43. Payroll Accounting Update
Sherrie Kutzler

44. 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.

45. Communication
Without communication – mistakes happen

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