UCLA Financial Web has three sub components. The web reporting system (OFSR) was developed to provide accurate and timely financial information to users. Currently there are over fifty reports from FS and other central office applications. These reports are supported centrally as official book of record information. All the reports have report drill down and excel download capabilities. Reports are divided into seven submenus and report descriptions are available on the Web:
Financial, including Summary, Detail and reference table lookup
Contract and Grant information, including R-Net reports
PAC/BruinBuy reports (also available thru the BruinBuy application menu)
Distributed Administrative Computing Security System (DACSS) reports (for DSAs only)
Consolidated Gift Reports (see detail below)
Web KeyEntry was developed to replace error-prone and time-consuming paper documents and key punch with a user friendly interface for transaction posting. It also helped solve the need to enforce compliance with University policies. There are now eight Web KeyEntry applications. All have the same look and feel which includes a spreadsheet like format and Excel upload capability. These include:
Cash Received and Deposited
Electronic Funds Transfer
Non-Payroll Expenditure Adjustment
Transfer of Funds
Memo Lien Voucher
Consolidated Gift Fund Reports brings together data from three different sources (UCOP, UCLA Foundation and UCLA Corporate Finance) to provide the campus with comprehensive information regarding gift fund balances. It has both mainframe and web components, with all reports presented on the web.
Account creation is handled by the department security administrators (DSAs). Inquire in your department for whom to contact. Users will be contacted within 1-2 working days of ID creation to schedule the required security training. Changes to access permissions are effective the day after they are made by the DSA.
There are six major functions assigned:
- FS Financial Journal Adjustments Dept. Level (Upd/Inq)
- FS Memo Lien (Upd/Inq)
- FS Non-Payroll Expenditure Adjustment
- FS Non-PEAR (Browse only)
- FS Interdepartmental Recharge Request (Preparer)
- Budgetary Transfer of Funds, Campus Level (Upd/Inq)
Through the Web - 6 a.m. to 9 p.m., Monday to Saturday
Training is provided by Corporate Financial Services for all except Transfer of Funds, which is available through the UC Learning Center's website.
Technical: Technical problems should be reported to the IT Services Help Desk at (310) 206-6951 or via email to email@example.com.
Functional: Questions regarding functional issues should be directed to Corporate Financial Services.
Information Technology Services (IT Services) and enhances this application for Corporate Financial Services. All change requests must be submitted through the Application Service Request (ASR) System, and approved by the Corporate Financial Services Office.