December Accounting Period Close

For employees who track or manage department budgets, the month of December 2012 is now closed in the PeopleSoft Finance system.

This means that the General Ledger (GL) system will not accept any more entries with a December Journal Date. (December transactions can still be entered into the GL, but the Journal Date must be changed to 1/1/2013 or later.)  For that reason, we do not close the month until most transactions, in particular payroll and billings, have fed to the GL.   Periods currently open are January 2013 through June 2013.

November Accounting Period Close

For employees who track or manage department budgets, the month of November 2012 is now closed in the PeopleSoft Finance system.

This means that the General Ledger (GL) system will not accept any more entries with a November Journal Date. (November transactions can still be entered into the GL, but the Journal Date must be changed to 12/1/2012 or later.)  For that reason, we do not close the month until most transactions, in particular payroll and billings, have fed to the GL.   Periods currently open are December 2012 through June 2013.

New! Department Organizational Change Guidelines

Over the last several months, the Finance Service Group has worked to improve the organizational structure change process. We are pleased to present our newly created Department Organizational Change Guidelines, designed to assist campus department end users in identifying tasks to complete when a change to their organizational structure occurs. The guideline provides information on identifying appropriate change types, how to request the change, and identifies tasks that may need to be completed once the change is processed.

Along with the guideline, we have a new Organization Change Request form, to submit to the University Budget Office to initiate the change process. We have also developed a Checklist, which includes the contact information and tasks which may need to be completed when an organizational change takes place.

These new resources are available on the Finance website: http://www.sjsu.edu/finance/campus_resources/dept_org_changes/index.htm

If you need assistance, please contact your Budget Analyst in the University Budget Office at 4-1558.