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Each Tuesday, the Weekly Digest provides important updates related to Budget & Finance, including Oracle Financials Cloud and Concur Travel & Expense. Our goal is to deliver timely information that matters to you.
Budget & Finance Weekly Digest
The Budget & Finance Weekly Digest goes out to subscribers each Tuesday and includes important Announcements, Training & Support, Reporting Updates, and Tips & Tricks related to Oracle Financials Cloud and Concur Travel & Expense. Our goal is to deliver timely information that matters to you.
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- Budget & Finance Weekly Digest - 9/17/24
- Budget & Finance Weekly Digest - 9/10/24
- Budget & Finance Weekly Digest - 9/3/24
- Budget & Finance Weekly Digest - 8/27/24
- Budget & Finance Weekly Digest - 8/20/24
- Budget & Finance Weekly Digest - 8/13/24
- Budget & Finance Weekly Digest - 8/6/24
- Budget & Finance Weekly Digest - 7/30/24
- Budget & Finance Weekly Digest - 7/23/24
- Budget & Finance Weekly Digest - 7/16/24
- Budget & Finance Weekly Digest - 7/9/24
- Budget & Finance Weekly Digest - 7/2/24
- Budget & Finance Weekly Digest - 6/25/24
- Budget & Finance Weekly Digest - 6/18/24
- Budget & Finance Weekly Digest - 6/11/24
- Budget & Finance Weekly Digest - 6/4/24
- Budget & Finance Weekly Digest - 5/28/24
- Budget & Finance Weekly Digest - 5/21/24
- Budget & Finance Weekly Digest - 5/14/24
- Budget & Finance Weekly Digest - 5/7/24
- Budget & Finance Weekly Digest - 4/30/24
- Budget & Finance Weekly Digest - 4/23/24
- Budget & Finance Weekly Digest - 4/16/24
- Budget & Finance Weekly Digest - 4/9/24
- Budget & Finance Weekly Digest - 4/2/24
- Budget & Finance Weekly Digest - 3/26/24
- Budget & Finance Weekly Digest - 3/19/24
- Budget & Finance Weekly Digest - 3/12/24
- Budget & Finance Weekly Digest - 3/5/24
- Budget & Finance Weekly Digest - 2/27/24
- Budget & Finance Weekly Digest - 2/20/24
- Budget & Finance Weekly Digest - 2/13/24
- Budget & Finance Weekly Digest - 2/6/24
- Budget & Finance Weekly Digest - 1/30/24
- Budget & Finance Weekly Digest - 1/23/24
- Budget & Finance Weekly Digest - 1/16/24
- Budget & Finance Weekly Digest - 1/9/24
Budget & Finance Notifications
Budget & Finance Notifications are targeted communications sent to appropriate audiences.
- Ledger Review & Internal Controls Guidance - 05/17/22
- UC San Diego Financial Accounting Program Update - 09/10/21
- UC San Diego Financial Accounting Program Information Session - 08/31/21
- New Feature - Oracle Approval Notification Reminders - 08/24/21
- RA Training Program is now LIVE! - 08/16/21
- Register for the Buying Research and Inventorial Equipment Webinar! - 08/09/21
- Action Required - Graduate Student Stipends and Fees Corrections - 08/02/21
- Carryforward Balance FinUnit and Project: Account 300000 - 06/30/21
- Town Hall Follow-up Message - 04/14/21
- Principal Investigator & Project Manager Cost Transfer Notifications - 02/18/21
BFS Weekly Digest Curator/Content Creator Best Practices
This section outlines the curator’s responsibilities and steps to manage, edit, and archive the Budget & Finance Weekly Digest, along with best practices and tips for content creators.
Prerequisite Access
Curators will need access to:
- myEmma (Email Marketing Software) for the Financial Business Systems account. This is where you will edit and send out the weekly digest campaigns.
- As of April 2024, Ana Portlock and Rebe James have access.
- Access requests must be sent to servicedesk@ucsd.edu for approval.
- CMS access: This is where you will manage and curate the past editions of weekly digests.
Complete CMS Training to get access. Steps are outlined on the CMS Training and Access Blink page.
Content Creator Best Practices:
Curate the digest by transferring content into the Budget & Finance Weekly Digest Google Drive. While editing:
- Tip 1: Style & Writing Content
- Copy text boxes, dividers, and headers from the previous edition. Try to avoid adding new dividers and text boxes. They may not follow the same formatting.
- If anything goes wrong, you can always duplicate the previous edition again.
- Avoid excessive bolding, italics, and underlining.
- Write concise and informative summaries for each news item or financial update.
- Use clear and professional language appropriate for the audience.
- Include relevant details such as dates, figures, and key points.
- Provide context or background information when necessary to aid understanding.
- Double-check facts and figures for accuracy before proceeding.
- Tip 2: Formatting and Design
- Maintain a consistent formatting style throughout the document, including font type, size, and spacing.
- Use bullet points or numbered lists for clarity, especially in listing events or key points.
- Incorporate visual elements sparingly such as relevant images or charts to enhance understanding.
- Ensure accessibility by using headings, lists, and alt text for images where applicable.
- Tip 3: Editing and Review
- Review the document for clarity, coherence, and accuracy.
- Check for grammatical errors, typos, and inconsistencies in tone or style.
- Consider seeking input from other team members for additional perspectives and to catch any overlooked mistakes.
- Make necessary revisions based on feedback and review.
Faculty and Researcher Notifications
Faculty and Researcher Notifications help faculty, researchers, and fund managers stay up to date on the latest communications related to emerging financial reports.
- Faculty and Researcher Dashboard Enhancements - 9/12/23
- Faculty and Researcher Dashboard Enhancements - 04/17/23
- The Faculty and Researcher Panorama now includes Project Payroll Details and Task Payroll Details
- Two New Sections on the Faculty and Researcher Panorama: Available on September 17th
- Faculty and Researcher Panorama (Third Enhancement) - 07/06/21
- Faculty and Researcher Panorama (Second Enhancement) - 06/14/21
- Faculty and Researcher Panorama (First Enhancement) - 05/21/21
- Faculty and Researcher Panorama Release - 04/15/21
Budget Bulletin
The Budget Bulletin is delivered to budget preparers and Financial Officers to share information and important updates related to Oracle Planning & Budgeting (EPBCS) system and the UC San Diego budget cycle.
- Budget Bulletin - 8th Edition - 08/03/2021
- Budget Bulletin- 7th Edition - 04/28/2021
- Budget Bulletin- 6th Edition - 03/16/2021
- Budget Bulletin- 5th Edition - 02/25/2021
- Budget Bulletin- 4th Edition - 02/11/2021
- Budget Bulletin- 3rd Edition - 01/15/2021
- Budget Bulletin- 2nd Edition - 12/18/2020
- Budget Bulletin- 1st Edition - 12/04/2020
Fiscal Close Bulletin
The Fiscal Close Bulletin is a limited-edition newsletter, complimentary to the Weekly Digest, issued from May to July to provide you with weekly updates and guidance related to Fiscal Close.
FY23-24:
- 05/30/24 - Fiscal Close Bulletin: FY23-24 3rd Edition
- 05/23/24 - Fiscal Close Bulletin: FY23-24 2nd Edition
- 05/16/24 - Fiscal Close Bulletin: FY23-24 1st Edition
- 07/27/23 - Fiscal Close Bulletin: FY22-23 Last Edition
- 07/20/23 - Fiscal Close Bulletin: FY22-23 11th Edition
- 07/13/23 - Fiscal Close Bulletin: FY22-23 10th Edition
- 07/06/23 - Fiscal Close Bulletin: FY22-23 9th Edition
- 06/29/23 - Fiscal Close Bulletin: FY22-23 8th Edition
- 06/22/23 - Fiscal Close Bulletin: FY22-23 7th Edition
- 06/15/23 - Fiscal Close Bulletin: FY22-23 6th Edition
- 06/08/23 - Fiscal Close Bulletin: FY22-23 5th Edition
- 06/01/23 - Fiscal Close Bulletin: FY22-23 4th Edition
- 05/25/23 - Fiscal Close Bulletin: FY22-23 3rd Edition
- 05/18/23 - Fiscal Close Bulletin: FY22-23 2nd Edition
- 05/11/23 - Fiscal Close Bulletin: FY22-23 1st Edition
IPPS Quarterly
Integrated Procure-to-Pay Solutions is dedicated to supporting campus procurement, fulfillment, and payment for the goods and services needed to maintain a top university.
The IPPS Quarterly newsletter is issued at the end of each quarter (including summer!) to our campus subscribers. Articles from IPPSters across our organization give readers quarterly highlights and insight into the roadmap ahead.
Visit IPPS News to read the latest edition and view past issues of the IPPS Quarterly and Subscribe to our email list.
2023 Archive
Budget & Finance Weekly Digest
The Budget & Finance Weekly Digest goes out to subscribers each Tuesday and includes important Announcements, Training & Support, Reporting Updates, and Tips & Tricks related to Oracle Financials Cloud and Concur Travel & Expense.
- Budget & Finance Weekly Digest - 12/19/23
- Budget & Finance Weekly Digest - 12/12/23
- Budget & Finance Weekly Digest - 12/5/23
- Budget & Finance Weekly Digest - 11/28/23
- Budget & Finance Weekly Digest - 11/21/23
- Budget & Finance Weekly Digest - 11/14/23
- Budget & Finance Weekly Digest - 11/7/23
- Budget & Finance Weekly Digest - 10/31/23
- Budget & Finance Weekly Digest - 10/24/23
- Budget & Finance Weekly Digest - 10/17/23
- Budget & Finance Weekly Digest - 10/10/23
- Budget & Finance Weekly Digest - 10/3/23
- Budget & Finance Weekly Digest - 9/26/23
- Budget & Finance Weekly Digest - 9/19/23
- Budget & Finance Weekly Digest - 9/12/23
- Budget & Finance Weekly Digest - 9/5/23
- Budget & Finance Weekly Digest - 8/29/23
- Budget & Finance Weekly Digest - 8/22/23
- Budget & Finance Weekly Digest - 8/15/23
- Budget & Finance Weekly Digest - 8/8/23
- Budget & Finance Weekly Digest - 8/1/23
- Budget & Finance Weekly Digest - 7/25/23
- Budget & Finance Weekly Digest - 7/18/23
- Budget & Finance Weekly Digest - 7/11/23
- Budget & Finance Weekly Digest - 7/5/23
- Budget & Finance Weekly Digest - 6/27/23
- Budget & Finance Weekly Digest - 6/20/23
- Budget & Finance Weekly Digest - 6/13/23
- Budget & Finance Weekly Digest - 6/6/23
- Budget & Finance Weekly Digest - 5/30/23
- Budget & Finance Weekly Digest - 5/23/23
- Budget & Finance Weekly Digest - 5/16/23
- Budget & Finance Weekly Digest - 5/9/23
- Budget & Finance Weekly Digest - 5/2/23
- Budget & Finance Weekly Digest - 4/25/23
- Budget & Finance Weekly Digest - 4/18/23
- Budget & Finance Weekly Digest - 4/11/23
- Budget & Finance Weekly Digest - 4/4/23
- Budget & Finance Weekly Digest - 3/28/23
- Budget & Finance Weekly Digest - 3/21/23
- Budget & Finance Weekly Digest - 3/14/23
- Budget & Finance Weekly Digest - 3/7/23
- Budget & Finance Weekly Digest - 2/28/23
- Budget & Finance Weekly Digest - 2/21/23
- Budget & Finance Weekly Digest - 2/14/23
- Budget & Finance Weekly Digest - 2/7/23
- Budget & Finance Weekly Digest - 1/31/23
- Budget & Finance Weekly Digest - 1/24/23
- Budget & Finance Weekly Digest - 1/17/23
- Budget & Finance Weekly Digest - 1/10/23
2022 Archive
Budget & Finance Weekly Digest
The Budget & Finance Weekly Digest goes out to subscribers each Tuesday and includes important Announcements, Training & Support, Reporting Updates, and Tips & Tricks related to Oracle Financials Cloud and Concur Travel & Expense.
- Budget & Finance Weekly Digest - 12/20/22
- Budget & Finance Weekly Digest - 12/13/22
- Budget & Finance Weekly Digest - 12/06/22
- Budget & Finance Weekly Digest - 11/29/22
- Budget & Finance Weekly Digest - 11/22/22
- Budget & Finance Weekly Digest - 11/15/22
- Budget & Finance Weekly Digest - 11/08/22
- Budget & Finance Weekly Digest - 11/01/22
- Budget & Finance Weekly Digest - 10/25/22
- Budget & Finance Weekly Digest - 10/18/22
- Budget & Finance Weekly Digest - 10/11/22
- Budget & Finance Weekly Digest - 10/04/22
- Budget & Finance Weekly Digest - 09/27/22
- Budget & Finance Weekly Digest - 09/20/22
- Budget & Finance Weekly Digest - 09/13/22
- Budget & Finance Weekly Digest - 09/06/22
- Budget & Finance Weekly Digest - 08/30/22
- Budget & Finance Weekly Digest - 08/23/22
- Budget & Finance Weekly Digest - 08/16/22
- Budget & Finance Weekly Digest - 08/09/22
- Budget & Finance Weekly Digest - 08/02/22
- Budget & Finance Weekly Digest - 07/26/22
- Budget & Finance Weekly Digest - 07/19/22
- Budget & Finance Weekly Digest - 07/12/22
- Budget & Finance Weekly Digest - 07/05/22
- Budget & Finance Weekly Digest - 06/28/22
- Budget & Finance Weekly Digest - 06/21/22
- Budget & Finance Weekly Digest - 06/14/22
- Budget & Finance Weekly Digest - 06/07/22
- Budget & Finance Weekly Digest - 05/31/22
- Budget & Finance Weekly Digest - 05/24/22
- Budget & Finance Weekly Digest - 05/17/22
- Budget & Finance Weekly Digest - 05/10/22
- Budget & Finance Weekly Digest - 05/03/22
- Budget & Finance Weekly Digest - 04/26/22
- Budget & Finance Weekly Digest - 04/19/22
- Budget & Finance Weekly Digest - 04/12/22
- Budget & Finance Weekly Digest - 04/05/22
- Budget & Finance Weekly Digest - 03/29/22
- Budget & Finance Weekly Digest - 03/22/22
- Budget & Finance Weekly Digest - 03/15/22
- Budget & Finance Weekly Digest - 03/08/22
- Budget & Finance Weekly Digest - 03/01/22
- Budget & Finance Weekly Digest - 02/22/22
- Budget & Finance Weekly Digest - 02/15/22
- Budget & Finance Weekly Digest - 02/08/22
- Budget & Finance Weekly Digest - 02/01/22
- Budget & Finance Weekly Digest - 01/25/22
- Budget & Finance Weekly Digest - 01/18/22
- Budget & Finance Weekly Digest - 01/11/22
- Budget & Finance Weekly Digest - 01/04/22
Fiscal Close Bulletin
The Fiscal Close Bulletin is a limited-edition newsletter, complimentary to the Weekly Digest, issued from
May to July to provide you with weekly updates and guidance related to Fiscal Close.
- 07/25/22 - Fiscal Close Bulletin: FY21-22 Last Edition
- 07/18/22 - Fiscal Close Bulletin: FY21-22 8th Edition
- 07/15/22 - Fiscal Close Bulletin: FY21-22 Special Edition
- 07/11/22 - Fiscal Close Bulletin: FY21-22 7th Edition
- 06/27/22 - Fiscal Close Bulletin: FY21-22 6th Edition
- 06/13/22 - Fiscal Close Bulletin: FY21-22 5th Edition
- 06/06/22 - Fiscal Close Bulletin: FY21-22 4th Edition
- 05/23/22 - Fiscal Close Bulletin: FY21-22 3rd Edition
- 05/16/22 - Fiscal Close Bulletin: FY21-22 2nd Edition
- 05/09/22 - Fiscal Close Bulletin: FY21-22 1st Edition
IPPS Quarterly Newsletter
The Integrated Procure-to-Pay Solutions IPPS Quarterly Newsletter is dedicated to supporting campus procurement, fulfillment, and payment for the goods and services needed to maintain a top university.
2021 Archive
Budget & Finance Weekly Digest
The Budget & Finance Weekly Digest goes out to subscribers every Tuesday and includes important Announcements, Training & Support, Reporting Updates, and Tips & Tricks related to Oracle Financials Cloud and Concur Travel & Expense.
- Budget & Finance Weekly Digest - 12/21/21
- Budget & Finance Weekly Digest - 12/14/21
- Budget & Finance Weekly Digest - 12/07/21
- Budget & Finance Weekly Digest - 11/30/21
- Budget & Finance Weekly Digest - 11/23/21
- Budget & Finance Weekly Digest - 11/16/21
- Budget & Finance Weekly Digest - 11/09/21
- Budget & Finance Weekly Digest - 11/02/21
- Budget & Finance Weekly Digest - 10/26/21
- Budget & Finance Weekly Digest - 10/19/21
- Budget & Finance Weekly Digest - 10/12/21
- Budget & Finance Weekly Digest - 10/05/21
- Budget & Finance Weekly Digest - 09/28/21
- Budget & Finance Weekly Digest - 09/21/21
- Budget & Finance Weekly Digest - 09/14/21
- Budget & Finance Weekly Digest - 09/07/21
- Budget & Finance Weekly Digest - 08/31/21
- Budget & Finance Weekly Digest - 08/24/21
- Budget & Finance Weekly Digest - 08/17/21
- Budget & Finance Weekly Digest - 08/10/21
- Budget & Finance Weekly Digest - 08/03/21
- Budget & Finance Weekly Digest - 07/27/21
- Budget & Finance Weekly Digest - 07/20/21
- Budget & Finance Weekly Digest - 07/13/21
- Budget & Finance Weekly Digest - 07/06/21
- Budget & Finance Weekly Digest - 06/29/21
- Budget & Finance Weekly Digest - 06/22/21
- Budget & Finance Weekly Digest - 06/15/21
- Budget & Finance Weekly Digest - 06/08/21
- Budget & Finance Weekly Digest - 06/01/21
- Budget & Finance Weekly Digest - 05/25/21
- Budget & Finance Weekly Digest - 05/18/21
- Budget & Finance Weekly Digest - 05/11/21
- Budget & Finance Weekly Digest - 05/04/21
- Budget & Finance Weekly Digest - 04/27/21
- Budget & Finance Weekly Digest - 04/20/21
- Budget & Finance Weekly Digest - 04/13/21
- Budget & Finance Weekly Digest - 04/06/21
- Budget & Finance Weekly Digest - 03/30/21
- Budget & Finance Weekly Digest - 03/23/21
- Budget & Finance Weekly Digest - 03/16/21
- Budget & Finance Weekly Digest - 03/09/21
- Budget & Finance Weekly Digest - 03/02/21
- Budget & Finance Weekly Digest - 02/23/21
- Budget & Finance Weekly Digest - 02/16/21
- Budget & Finance Weekly Digest - 02/09/21
- Budget & Finance Weekly Digest - 02/02/21
- Budget & Finance Weekly Digest - 01/26/21
- Budget & Finance Weekly Digest - 01/19/21
- Budget & Finance Weekly Digest - 01/12/21
- Budget & Finance Weekly Digest - 01/05/21
IPPS Quarterly Newsletter
The Integrated Procure-to-Pay Solutions IPPS Quarterly Newsletter is dedicated to supporting campus procurement, fulfillment, and payment for the goods and services needed to maintain a top university.
2020 Archive
Budget & Finance Newsletter
Budget & Finance News is a monthly newsletter that promotes training, tools, and communications to take full advantage of the financial information system, improve the understanding of financial information, track system status, and ensure departments’ success in managing the university’s fiscal responsibilities.
- Budget & Finance News December 2020
- Budget & Finance News November 2020
- Budget & Finance News September 2020
- ESR - FIS June 2020 Update
Budget & Finance Announcements
Budget & Finance Support provides general updates, announcements, and events on the financial information system and related business/technical processes, topics raised by the campus community, and efforts to support and improve department financial operations.
- 12/15/2020 Update on Financial Information System Go-Live
- Budget & Finance Digest - December 9, 2020
- Budget & Finance Announcements- November 2020
- 11/10/2020 UCPath and Financial Information System Town Hall Post-Event Thank You
- 10/22/2020 UCPath and Financial Information System Town Hall
- ESR - FIS Update- UCPath & FIS Payroll Funding Errors
- Update on Financial Information System Go-Live
- Guidance to Faculty - Oracle Financials Cloud and Concur Travel & Expense
- 8/20/20 - Another Significant Milestone
- Helpful Links for Fund Managers
Budget Bulletin
The Budget Bulletin is delivered to budget preparers and Financial Officers to share information and important updates related to Oracle Planning & Budgeting in preparation for go-live.
IPPS News
Integrated Procure-to-Pay Solutions (IPPS) is dedicated to supporting campus procurement, fulfillment, and payment for the goods and services needed to maintain a top university.
- 12/14/2020 - Integrated Procure to Pay Solutions Quarterly Newsletter
- 11/17/2020 - Surplus Sales & Moving Services Updates
- 11/02/2020 - Payment Compass Relaunch
- 09/17/2020 - Integrated Procure-to-Pay Solutions Quarterly Newsletter
- 07/17/2020 - Surplus Sales System Update & Website Enhancement
- 06/15/2020 - IPPS Quarterly Newsletter - spring 2020
- 04/15/2020 - IPPS updates on the Financial Information System (FIS) project
- 03/31/2020 - IPPS Quarterly Newsletter - COVID-19 Edition
IPPS Weekly Digest
Each Tuesday Integrated Procure-to-Pay Solutions (IPPS) will share new information and important updates related to Oracle Procurement, Oracle Accounts Payable, and Concur Travel & Expense. We value your time so we’ll keep the updates short and to the point!
- 12/22/2020 - Weekly Digest, 19th Edition - Oracle Procurement & Accounts Payable, and Concur Travel & Expense
- 12/15/2020 - Weekly Digest, 18th Edition - Oracle Procurement & Accounts Payable, and Concur Travel & Expense
- 12/08/2020 - Weekly Digest, 17th Edition - Oracle Procurement & Accounts Payable, and Concur Travel & Expense
- 12/01/2020 - Weekly Digest, 16th Edition - Oracle Procurement & Accounts Payable, and Concur Travel & Expense
- 11/24/2020 - Weekly Digest, 15th Edition - Oracle Procurement & Accounts Payable, and Concur Travel & Expense
- 11/17/2020 - Weekly Digest, 14th Edition - Oracle Procurement & Accounts Payable, and Concur Travel & Expense
- 11/10/2020 - Weekly Digest, 13th Edition - Oracle Procurement & Accounts Payable, and Concur Travel & Expense
- 11/03/2020 - Weekly Digest, 12th Edition - Oracle Procurement & Accounts Payable, and Concur Travel & Expense
- 10/27/2020 - Weekly Digest, 11th Edition - Oracle Procurement & Accounts Payable, And Concur Travel & Expense
- 10/20/2020 - Weekly Digest, 10th Edition - Oracle Procurement & Accounts Payable, And Concur Travel & Expense
- 10/13/2020 - Weekly Digest, 9th Edition - Oracle Procurement & Accounts Payable, and Concur Travel & Expense
- 10/06/2020 - Weekly Digest, 8th Edition - Oracle Procurement & Accounts Payable, And Concur Travel & Expense
- 09/29/2020 - Weekly Digest 7th Edition - Oracle Procurement & Accounts Payable and Concur Travel & Expense