A Web session was held on May 11 to review the year-end closing process, deadlines, and to answer participant questions. The session was hosted jointly by representatives from the General Accounting and Financial Reporting, Budget and Planning, Post Award Financial Operations, and Sourcing & Procurement Offices.
Webinar Presentation Slides
2023 Year-end Webinar Slides
Session Video Recording
Click the image below to view the recording of the webinar. You can watch the entire video (41 minutes) or use the transcript search feature to position the video at the first instance of the term you search for.
Presentations
| Topic | Presenter |
| Introduction | Bill Stewart |
| Year-end Close | Julia Leone |
| Adjustments & Journal Entries | Julia |
| Accruals & Deferrals | Julia |
| Supplier Invoices & POs | Dylan Powell |
| Canceling vs Closing POs | Dylan |
| P-Cards | Denise Green |
| ISRs | Hiram Rodriguez |
| FSRs | Hiram |
| Payroll | Jamie Simole |
| Student Payroll | Jamie |
| Cash Receipts | Jen Buono |
| Departmental Sales | Jen |
| Concur | Jen |
| Time Off Requests | Jen |
| Unrestricted Budget & Designated Accounts | Hiram |
| Restricted Gifts & Endowment Accounts | Cara |
| Sponsored Program Accounts | Gretchen Hartigan |
| Beginning Balances for FY 2024 | Hiram |
| Training & Documentation | Bill |
| Closing Comments | Julia |
| Total viewing time | 41 minutes |
Additional materials referenced during the Webinar
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- Fiscal Year-end Closing Memo
- Office of the Comptroller Resources
- Year-end Close Calendar
- GL Income and Expense Account Listings
- GL Income and Expense Account Descriptions
- Restricted Gift Training
- Join General Accounting and partners for a one-hour training session on restricted funds management here at Boston University
- Click to learn more and/or to register
- Sourcing & Procurement Resources
- BUworks – Useful documents
- BW How-to View Open Commitments
- BW How-to View ISR’s and FSR’s
- Finance Help Guides (folder contains multiple documents related to journal entries)
- BUworks Online Help: Document Library
- BW Training
- Instructor-led BW Reporting workshop to explore reports useful in supporting year-end close. Offered online.
- Click to learn more and/or to register
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Presenter Contact List
| Department | Name | Phone | |
| Budget and Planning | Hiram Rodriguez | 353-4177 | hiramr |
| Sponsored Programs, Post Award | Gretchen Hartigan | 358-6361 | hartigan |
| Payment Services | Denise Green | 353-3046 | degreene |
| Payroll | Jamie Simole | 358-0169 | jamie323 |
| Sourcing & Procurement | Dylan Powell | 358-1946 | dpowell1 |
| Cashier’s Office | Jen Buono | 353-7770 | jmpere |
| General Accounting and Financial Reporting | Julia Leone | 353-7781 | jleone |
| General Accounting and Financial Reporting | Cara Griffin | 353-1080 | caramg |