Announcements

USM EagleVision View-Only
The navigation for Eaglevision is now Main Menu > USM Procedures > USM Eaglevision View-Only

EagleVision is a tool in SoarFin used to review budget string information including budget name, fund code, department ID, program code, project ID, signature authorities, and box number.

As a result of the elimination of HR Department numbers, the Office of the Controller made slight changes to the EagleVision page. The page has a new path and name, and also has a new look. The chart field values contained in budget strings (fund code, department, program code, and/or project ID) should be used in the search criteria rather than HR Department numbers. Please continue to change the search criteria field from “begins” to “contains” when searching by signature authority name or empl ID.

For designated funds only, use all zeros for the program code or leave the field blank in the search field. The program code assigned to designated fund budgets to be used on all revenue/expense transactions is located in the bottom-right corner of the search results page.

Updated training documents on navigating and using Eaglevision can be found at https://www.usm.edu/fiscal-planning-analysis/soarfin-training.

Monthly Detail Reports for June 2016 First Close are Available

SOARFIN users who have attended training to view budget activity may now access monthly detail reports for June 2016, first close, by logging into SOARFIN and following the instructions located at the Office of the Controller's website.

Please review your reports and inform the Controller’s Office of any potential errors. The deadline to submit corrections of fiscal year 2016 related errors to the Controller’s Office is Monday, July 18. A second close is scheduled for Tuesday, July 19. Final monthly detail reports for fiscal year 2016 are scheduled to be available by Monday, July 25. 

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 heather.richey@usm.edu.

Questions concerning USM Gulf Park Fund Codes – XXGXX: Sara Byrd at 228.214.3287 or by email Sara.F.Byrd@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

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 2016 year end close, click here.

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.