Monthly Detail Reports for December 2015 (Budget Year 2016) are Available

SOARFIN users who have attended training to view budget activity may now access monthly detail reports for December 2015 by logging into SOARFIN and following the instructions. Please note that budget period equals fiscal year, not calendar year, on the chartfield data entry page. Please enter 2016 as budget period. 

Listed below are points of contact. These individuals may answer some of your questions, but some questions may be directed to other employees.

Questions concerning retrieving and viewing the monthly detail report or the departmental deposit report, including any SOARFIN training issues: Agustina Pesci, Office of Fiscal Planning and Analysis, at 601.266.6755 or by email           

Questions concerning General, Auxiliary, and Designated Fund Codes – 10X10, 12X10, 13X10, and 14XXX: Agustina Pesci, Office of Fiscal Planning and Analysis, at 601.266.6755 or by email

Questions concerning Restricted Fund Codes – 16XXX: Heather Richey, Office of Research Administration, at 601.266.4119 or by email

Questions concerning USM Gulf Park Fund Codes – XXGXX: Rod Dillon at 228.214.3287 or by email

Questions concerning USM Gulf Coast Research Lab Fund Codes – XXLXX: Kelly Rooney at 228.872.4230 or by email

Questions concerning Agency Fund Codes – 50XXX:  Melissa Bastine, Controller’s Office, at 601.266.6677 or by email


Electronic W-2s Offered
The Office of the Controller, Payroll introduced the option allowing employees to elect to receive electronic W-2 forms in place of mailed paper W-2 forms with the 2013 tax year. IRS Regulations, which allow employers to provide the option of electronic W-2 forms instead of paper format, require that each employee give his/her consent to receive an electronic W-2 in place of a paper version.  Those that have consented to receive W-2s electronically, will receive an email of the availability date. No paper W-2s will be printed for employees with electronic consent in SOARHR.


If you prefer to continue receiving a printed W-2, no action is required on your part. If you would like to consent or withdraw consent to future electronic W-2s, click here for more information and instructions.


Any new consent or withdrawal of consent entered after January 10, 2016 will be in effect beginning for the 2016 tax year.


Year End Closing

Year End Close 

Recording revenues and expenditures in the correct fiscal year is critical to the accuracy of fiscal year end reports and financial statements. However, accurate reports and statements must be balanced with the necessity to close the fiscal year and open the new fiscal year as quickly as possible.

For more detailed information regarding the FY 2015 year end close, click here.

Change in Administrative Management of Designated Fund Budgets

Effective immediately, the administrative management of designated fund budgets has moved from the Controller’s Office to the Office of Fiscal Planning & Analysis (OFPA). Requests for new budgets, establishment of budgets, and any questions regarding designated funds should be directed to OFPA located in McLemore Hall, Room 313.


For more information regarding designated fund budgets, visit

SOAR Monthly Time and Attendance Report issues with Internet Explorer 10
Issues have been reported when using Internet Explorer Version 10 to complete the Monthly Time and Attendance reporting in SOAR. For those using IE10, please go to Tools and select Compatibility View. Once the selection has been made, close out all IE browsers that remain open. Open a new browser in order to access SOAR.

As an alternative solution, use another web browser such as Mozilla Firefox or Google Chrome to access SOAR. Please see the links below to download the alternate web browsers if needed.

If you have questions, please contact the Help Desk at 601.266.4357.

To download Mozilla Firefox, click here.

To download Google Chrome, click here.

The web version of EagleVision has been taken down. To replace the EagleVision website, budget strings and signature authorities can now be queried directly in SOARFIN. Everyone with access to SOARFIN should now have access to the new EagleVision pages under USM Procedures.

For instructions on how to use the new EagleVision page and query, please download the how-to document online.

If you have access to SOARFIN but are unable to access the EagleVision page and/or query, please complete the email contact form.

If you do not have access to SOARFIN but would like to gain access, please sign up for a training session through SOAR. More information on the GL Combo training session and how to sign up is available through the Office of Fiscal Planning and Analysis.