SOARFIN users who have attended training to view budget activity may now access monthly detail reports for August 2015 by logging into SOARFIN and following the instructions located online. 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 Agustina.Pesci@usm.edu.
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 Agustina.Pesci@usm.edu
Questions concerning Restricted Fund Codes – 16XXX: Heather Richey, Office of Research Administration, at 601.266.4119 or by email firstname.lastname@example.org.
Questions concerning USM Gulf Park Fund Codes – XXGXX: Rod Dillon at 228.214.3287 or by email Rod.Dillon@usm.edu.
Questions concerning USM Gulf Coast Research Lab Fund Codes – XXLXX: Kelly Rooney at 228.872.4230 or by email Kelly.Rooney@usm.edu.
Questions concerning Agency Fund Codes – 50XXX: Melissa Bastine, Controller’s Office, at 601.266.6677 or by email Melissa.Bastine@usm.edu.
Month End Close
Month end close is performed to finalize a snap shot of transactional activity for a period. Most processes run at month end are also run on a daily and/or weekly basis. For month end, these processes are performed for the last time for a particular month to ensure that all transactions are posted and reflected on reports. The month is officially closed when all of the month end processes are complete (including posting.)
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
For more information regarding designated fund budgets, visit https://www.usm.edu/fiscal-planning-analysis/designated-funds.
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 herefor more information and instructions.
Any new consent or withdrawal of consent entered after January 15, 2015 will be in effect beginning for the 2015 tax year.
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.
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.