Fiscal Officer Reporting Tools

• Data table reports now available under the Financial Statement Reports tile for Financial Detail Transactions and Financial Detail Transactions (with Org Hierarchy).

Services and Support

• Several updates have been made to the Payroll Processors page for the following:
  • Updates to the Work Study pages
  • Updated New Employee Checklist
  • New form Request for IU Paystub - Former Employee

Fiscal Officer Compliance and Controls

• Updates made to the Red Flags pages.

IU Accounting Standards Book

• Year-end Production Reports page has added that provides a list of reports that will be made available during the year-end process.

Services and Support

• New step-by-step guide added for Central Payroll Attendance Processing.
• Update from UCO Tax on the Fringe Benefits page.

IU Accounting Standards Book

• New Fiscal Year-End Closing overview page added which highlights important information about the Fiscal Year 2021 year-end closing process, including important dates and a navigation bar to find details by topic.

Fiscal Officer Reporting Tools

• Updates made to the Financial Statement Reports instructions.

Services and Support

• Update to the Tuition Benefit section on the Fringe Benefits page.

IU Accounting Standards Book

• New Account Reconciliation Standard has been added.
• The Sub-Certification Checklist has been included to be completed as part of year-end closing procedures.

Fiscal Officer Reporting Tools

• Significant updates have been made to the Multi-Year Cash Balance by Fund Group Report.

UCO Website General

• Student Payment Guidelines have been added to our reference material library.

IU Accounting Standards Book

• A Year-end Closing Checklist has been created to guide fiscal officers through fiscal year 2021 closing.

Fiscal Officer Reporting Tools

New instructions have been written for the individual reports within the BUY.IU Financial Reports compilation. Linked below:

• BUY.IU Aging Report Instructions
• BUY.IU Year-end AP Accrual Detail Report Instructions
• BUY.IU Paid Transactions Report Instructions

Services & Support

• W-2 Boxes page has been updated with the most current information.
• W-9 Forms have been updated in the customers reference library.

Fiscal Officer Reporting Tools

• New report and instructions - Multi-Year Cash Balance Report.
• New report and instructions - Fund Balance by Fund Group Report.
• New report and instructions - Recharge Accounting Reports Compilation.
• BUY.IU Financial Report and Instructions have changed categories from "Expense, Encumbrances, and Payments" to "Other Financial Reports and Compilations".

UCO Website General

• Two brand new pages:
  • Website Help
  • Tax Filing Information

IU Accounting Standards Book

• The Chart of Accounts Standards section is brand new and contains the following standards:
  • Framework
  • RC, Org, & Account
  • Fund and Sub-Fund Groups
  • Consolidation, Object Levels, and Object Codes

Fiscal Officer Reporting Tools

• New report and instructions - Multi-Year Fund Balance Report.
• New report and instructions - BUY.IU PO Encumbrance Detail Report.

Payroll Processor

• There are new links on the payroll processor home page for both the biweekly and monthly pay cycle guides
• The 2021 payroll calendars have been uploaded and are available to download in pdf or excel by month.
• A new Central Payroll Officer Resources Page was created and mimics the former FMS payroll page.
• The prior forms and templates page has been updated and is now two pages:
  1. Forms
  2. Instructions and Reference Material

Fiscal Officer Reporting Tools

• Report instructions structure has been updated and there are no longer requirements or best practices.
• The IUIE application tile now directs to the commonly used reports by department, similar to the prior FMS website.

UCO Website Layout

• The former forms and templates library has been updated to the Reference Materials Library and additional forms, templates and reference material has been added. A short synopsis of how to utilize the library has been added to the top of the Library page.
• UCO Closing Calendar Update – Due to multiple offices closing during the holiday season, the Q2 AV Cut-off has been moved to January 15, 2021.

Standard Operating Procedures (SOP)

The following SOPs have been removed from the website and redirects to the applicable IU Accounting Standards have been added:

• ASOP 3: Accruing vs. Adjusting Entries- Auxiliary Voucher Use
• ASOP 7: Annual Reporting Requirements for Non-Reporting Auxiliary Units
• ASOP 17: Quarterly Variance Analysis
• ASOP 21: Recording Transactions between University Accounts
• ASOP 44: Balance Sheet Backup for Year-End