College of Science and Engineering at the University of Minnesota
College of Science and Engineering
http://cse.umn.edu/

CSE Fiscal Admin Announcements

For EFS

Mar 7, 14

EFS Approvals

After the upgrade, there will be changes to EFS approvals.

Read more...

Feb 14, 13

AR for Foundation Transfers

There will be a new account code for Foundation transfers accounts receivable (AR). 
Read more...

Jan 9, 13

Budget Entry Timeline

Central has established the schedule for FY14 budget entry.   Read more...

Jun 27, 12

Change to process for dept head/center director transactions

For FY13, there is a change to the process for department head and center director transaction approvals.
Read more...

Apr 27, 12

EFS System Performance

A project is underway to analyze EFS performance.    Read more...

Mar 27, 12

New Budget Module Functionality

Before budgeting in EFS this year, please see attached.   Read more...

Mar 19, 12

ISO and External Sales meeting

Reminder:  There will be an ISO/External Sales meeting this Friday (3/23).    Read more...

Mar 12, 12

Budget training

There will be three different opportunities for budget training in the upcoming months.  
Read more...

Feb 22, 12

Budget prep instructions

Central released the FY13 budget prep instructions.   Read more...

Aug 22, 11

FY12 COA Manual

There is an FY12 COA manual --
Read more...

Jun 2, 11

Budget entry deadline

The collegiate budget entry deadline has been extended... Read more...

May 31, 11

EFS allocations

When will allocations go into EFS?   Read more...

Apr 25, 11

Budget Entry Training

One more budget entry class... Read more...

Apr 1, 11

Last budget entry class 4/5

Tuesday April 5th will be the last budget entry class.   Read more...

Mar 28, 11

FY12 COA Changes

There will be new account values added to the FY12 Chart of Accounts. Read more...

Mar 8, 11

Budget Prep Instructions

FY12 budget prep instructions... Read more...

Mar 3, 11

Budget entry

If you need a budget entry and position budgeting refresher... Read more...

Feb 15, 11

Budgeting in EFS

FY12 budgeting changes --  Read more...

Feb 15, 11

Cost Share Functions

Information on changing programs/function codes for cost share:   Read more...

Sep 7, 10

Query Presentation

Presentation from the 9/7 accounting meeting: Read more...

Aug 17, 10

FY11 COA manual

The new chart of accounts manual is out. 

http://www1.umn.edu/ohr/trainingservices/materials/financial/index.html#efscoa

DJP Read more...

May 24, 10

Cost share best practices and examples

Thanks to Katherine for putting together the attached information on cost share. DJP Read more...

Apr 19, 10

Asset Forms -- RRC Signature

Asset transfer and disposal forms no longer require RRC signature. Read more...

Apr 7, 10

Budgeting for FY11 compensation

Guidelines and examples from the budget office to help with budgeting for FY11 compensation are attached.  DJP

Salaries -Guidelines for Calculating for FY11 Budget Entry.doc
Salary Calculations-FY11 Examples.xls


Read more...

Apr 1, 10

ICR Fund 1024

ICR will have a new fund in FY11 --  Read more...

Mar 29, 10

Budget Instructions

Budget entry deadline:  June 4. Read more...

Mar 29, 10

New project documentation in EFS

Did you know new project documentation can be found in EFS? Read more...

Mar 16, 10

Budget Prep Instructions

Central issued FY11 Budget Prep Instructions.   Read more...

Feb 12, 10

Naming Strings Fact Sheet

The sheet handed out in the 2/12/10 administrators meeting about naming chartstrings in EFS:

Naming strings.doc

Read more...

Feb 8, 10

UM Reports enhancements went in

You will notice some changes to UM Reports. Read more...

Jan 29, 10

UM Reports Delay

UM Reports enhancements have been delayed. Read more...

Jan 20, 10

Pivot Tables in Excel 2007

Learn to Create Pivot Tables in Excel 2007 Read more...

Jan 6, 10

IT EFS Access Roles

This file reflects staff EFS roles for each IT unit as of December 2009.  Change requests should be routed to Jay Delaney.
IT EFS Access Roles.xls Read more...

Dec 18, 09

Position Budgeting

Wondering about position budgeting? Read more...

Dec 3, 09

Asset Information

Looking for information on assets or depreciation? Read more...