A Web session was provided on June 3 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
Session Video Recording
Click the image below to view the recording of the webinar. You can watch the video in entirety (49 minutes) or use the Table of Contents below to navigate directly to specific presentation sections.
For anyone who wants to review specific segments of the presentation, use these time stamps to locate them:
| Topic | Presenter | Start (mm:ss) |
| Introduction | Bill Stewart | 00:00 |
| Year-end Close | Nicole Tirella | 02:05 |
| Adjustments & Journal Entries | 05:48 | |
| Accruals & Deferrals | 06:40 | |
| Supplier Invoices & POs; Limit Orders & Ariba Guided Buying | Heather Gillis | 11:37 |
| Canceling vs Closing POs | 15:19 | |
| P-Cards | Matt Abrams | 29:18 |
| ISRs | Megan Tracy | 32:10 |
| FSRs | 33:57 | |
| Payroll | Matt Abrams | 34:42 |
| Student Payroll | 35:43 | |
| Concur | 36:31 | |
| Time Off Requests | 37:19 | |
| Cash Receipts | Jen Buono | 39:13 |
| Unrestricted Budget | Megan Tracy | 40:10 |
| Designated Accounts | 40:36 | |
| Restricted Gifts & Endowment Accounts | Julia Leone | 41:37 |
| Sponsored Program Accounts | Gretchen Hartigan | 42:50 |
| Beginning Balances | Megan Tracy | 44:22 |
| Training & Documentation | Bill Stewart | 46:00 |
| Total viewing time | 49:00 |
Additional materials referenced during the Webinar
-
-
- 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
- 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
-
Presenter Contact List
| Department | Name | Phone | |
| Budget and Planning | Megan Tracey | 358-1415 | mtracey |
| Post Award Financial Operations | Gretchen Hartigan | 358-6361 | hartigan |
| Accounts Payable | Matt Abrams | 353-6600 | abramsm |
| Sourcing & Procurement | Heather Gillis | 353-6699 | hmg |
| Cashier’s Office | Jen Buono | 353-7770 | jmpere |
| General Accounting and Financial Reporting | Nicole Tirella | 353-7775 | ntirella |
| General Accounting and Financial Reporting | Julia Leone | 353-7781 | jleone |