This is the checklist starting point shown in today’s meeting:  Checklist

Starting with the year-end memo, delete items that do not apply to you and add items that have been problems or areas of discussion in prior years.

A chance to ask your year-end questions, if any.  We will also discuss building a year-end checklist.  Recording will be available in Box afterwards.

Join Zoom Meeting https://riceuniversity.zoom.us/j/93134533306?pwd=ckNHRXpsR3ZHUThoWU5wWXZLcWlpdz09

Meeting ID: 931 3453 3306 Passcode: 282821

The fiscal period for May is now closed.  You can safely run final May reports after 10 pm tonight.

The year-end memo we discussed is available here: Year_End_Close_FY24

and the recording of today’s office hour is available in Box here: https://rice.box.com/s/abko95l5ui1v0bqaxj9kt9tw94e5tdx3

(FBDI templates and drop off > Zoom recordings > May 29 )

The year-end processes and dates for FY2024 are similar to FY 2023, and we seem to be settling in to IO, so I’m confident this year-end will go swimmingly!

Next office hours are June 12 and June 26

Bad meeting ID in memo – I’m sorry!

New meeting: 483 218 8671

Passcode 698099

Join Zoom Meeting https://riceuniversity.zoom.us/j/4832188671?pwd=bTlpU3VUdTFvZ0EwaDQ4bnF2cG9EUT09&omn=95904802782 Meeting ID: 483 218 8671 Passcode: 698099

The Zoom recording is now available in Box here https://rice.box.com/s/sbjdpi6pa8jrw220m74az7i7lg6ncacn along with Emily’s slides Bursar’s Office and the general rules about classification codes Explaining classifications

The new email for the Bursar’s Office is bursar@rice.edu and the new website is https://bursar.rice.edu .  Find helpful resources under Menu > Departments.

The general rule for classifications is if you work for the Provost and/or a Dean, you are part of the MISSION of the university (instruction, research, student services, library) and if you work for a Vice President you are ADMINISTRATION, the backbone services that let the mission departments do their job (maintenance of plant and technology, administration, fundraising, auxiliary.)

Please join us for year-end sessions on May 29, June 12, and/or June 26.

The fiscal period of April is now closed.  You can run final reports from the dashboards after 10 pm tonight.

If you have a download with a concatenated GL string (such as 10.00100.100.000000.6800.999.9999.9999.999.999) and you want to separate it into the component parts here are some easy instructions.

In Excel, create ten blank columns to the right of the column holding the GL Code Combination.  Highlight the column holding the GL Code Combination.  Select the Data menu at the top of your Excel window, then select Text to Columns.  You will get a pop-up dialog box.  Let the radio button stay on the default choice of Delimited, click Next.  Choose the option Other and type a period in the box, click Next.  Highlight all columns and click the radio button for Text in the upper section, click Finish.

Download the full memo here: Year_End_Close_FY24

Processes and dates remain largely unchanged from FY2023.

All the detailed information you need is in the memo. Year-end information sessions are scheduled for May 29, June 12, and June 26 from 1-2 pm

ttps://riceuniversity.zoom.us/j/92416738884?pwd=YkdmU0JPcWt6NFJHS2JBU0E1U243Zz09 Meeting ID: 924 1673 8884

Passcode: 405708

Here’s the short version:

• Costing forms for graduate student fellowships due May 31.
• Petty cash renewals (if you maintain your own fund) due June 7.
• Labor redistributions are due June 14.
• Cash deposit, petty cash, approved expense reports and purchase orders, and A/P cutoff dates are June 28.
• Balance transfers for Academic Year Time due June 28, all other balance transfers due by July 12.
• Last day for all other finance adjustments July 17.

If you have additional questions or problems, we welcome your calls, HR/Finance Help Desk tickets, and emails.