How to Use The Financial Affairs Web Site 

The Financial Affairs Web site is designed to be a resource for the entire campus community—to help you understand and complete the financial tasks that are important to your job. The site is organized to help answer the most common questions that people have about working with Financial Affairs.

The topics below provide a quick description of how to use the site to get the information you need.

  1. Site sections
  2. Process guides
  3. Contacts
  4. Forms (Accesing forms in web browsers)
  5. Printing information
  6. Headlines, news, and events
  7. Quick links
  8. Department pages
  9. Development and training pages
  10. Site content changes
What to KnowFilter
Site sections

This site is organized around the primary activities within Financial Affairs departments. The site includes information on each activity listed below.

  • Payroll
  • Travel
  • Payments/Reimbursements
  • Entertainment
  • Relocation/Moving
  • Cash Handling
  • Ledger Management
  • Sponsored Awards
  • Equipment Management
  • Financial Systems
  • Financial Management

To display the main page for a section, click the section name in the navigation menu on the left side of a page.

On each main page, you will find:

  • Step-by-step process guides for performing common tasks
  • Forms used by those tasks
  • Contact information for people who can help with those tasks
  • News headlines
  • Quick links for additional help or information

Each of these items is described in a topic below.

Process guides

Process guides provide step-by-step instructions for common financial tasks. For example, the Entertainment section has guides detailing how to arrange and pay for faculty/staff events, business meetings, and student events.

Each section's main page lists the process guides for that section and their purpose. Click the link in the list to access the corresponding process guide.

Each guide begins with a purpose, summary, and list of topics. Click a topic link to go directly to that topic.

Contacts

The site contains contact information for Financial Affairs staff who are available to help you.

  • If you need help with a specific activity, check the Contacts list on the section main page or within individual guides. The Contacts list gives the phone number for the help desk or specific individuals designated to help with that activity.
  • For a complete list of contacts organized by areas of expertise or responsibility, click the Contacts link below the section name in the left navigation menu to display the Contacts page for that section.
Forms

Most financial tasks require forms to provide information or documentation, and most forms are available online.

Accessing forms in web browsers:

If you have received a login prompt and are using Internet Explorer, you may need to alter your browser setttings.

  • Internet Explorer 6 and above
    • Accessing forms in Internet Explorer require the following browser setting modifications
      • Select > Tools > Internet Options
      • Select > Security Tab > Custom Level
      • Select > User Authentication > Logon
      • Choose > Anonymous Logon
      • Select > OK
  • Firefox & Safari
    • Accessing forms in Firefox and Safari do not require any browser setting modifications
    • Click on the form needed to complete a financial process

There are several ways to access forms:

  • Forms used in financial processes can be accessed in the following ways:
    • Click on the form link mentioned in the process guide step
    • Form Quick Links on a section page or guide main page
    • Forms link below the section name in the left nagivation menu
Printing information

To print information from the Financial Affairs site, click on the "Print this Page" icon located on the left side of each page.

Headlines, news, and events

The site displays the latest news about changes in procedures, upcoming events, and training opportunities as Headlines. The site continually adds new headlines and retires ones that are out-of-date, so check often for the latest news and information.

  • Headlines that are relevant for a specific section appear in the upper-right corner of the main page for that section.
  • Headlines relevant for a specific department appear on that department's page. (Department pages are described in a separate topic, below.)
Quick links

Quick Links on a section or department main page take you directly to the most frequently used information in that section.

For example, in the Travel section, Quick Links take you directly to rate information from the Travel guides. In the Payroll section, a quick link takes you directly to At Your Service Online (UCOP).

Department pages

Department pages describe the functions of each department and show headlines, links, and contacts relevant to that department.

  • To display a Department page, select the Department drop-down menu at the top of the page and drag until the department name is highlighted.
  • Drag to the right of a Department name to select Contacts and display the full list of Contacts for that department.
  • Drag to the right of a Department name to select Provided Services where applicable and display the expanded lists of Provided Services for that department.

Development & training pages

To view information about development and training programs offered by Financial Affairs, click on the Development & Training drop-down menu at the top of the page and choose from the available financial training areas.

You'll see a page describing training offered, schedules, and how to sign up.

Site content changes

The Financial Affairs Web site is maintained by the Campus Controller’s office. If you have questions about the site or can’t find the information you need, please notify controller@ucsc.edu.

From time-to-time, changes in UCOP or UCSC policies will require changes to the processes described on the site. If you are responsible for such changes, please notify controller@ucsc.edu as soon as possible. The Campus Controller’s office will work with you to update the process and create a temporary headline alerting others to the change.

To add a news headline or event notice to the site, contact controller@ucsc.edu.