Announcements

Monthly Detail Reports for August 2016 (budget period 2017) are Available

SOARFIN users who have attended training to view budget activity may now access monthly detail reports for August 2016 by logging into SOARFIN and following the instructions located on the Controller's website. Please note that budget period equals fiscal year, not calendar year, on the chartfield data entry page. Please enter 2017 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 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.  

Final Monthly Detail Reports for FY 2016 are Available

SOARFIN users who have attended training to view budget activity may now access monthly detail reports for June 2016 by logging into SOARFIN and following the instructions located on the Controller's website

These are the final budget reports for fiscal year 2016. Since the university’s accounting records are now finalized, no adjustments can be made in the 2016 fiscal year. If there are adjustments for fund types other than E&G funds (10X10), the adjustments will be made in fiscal year 2017.

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 E&G, 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.  

 

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.

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.