Special care is taken each fiscal year-end to make sure that financial transactions are recorded in the proper fiscal year. To ensure that this happens, Office of Finance issues both “Fiscal Year Closing” and “Fiscal Year Opening” information that advises and reminds budget managers of special year-end and year-beginning procedures and time frames.
Please contact Office of Finance with any questions about fiscal year closing.
As a helpful reminder...
In October 2024, Office of Finance introduced a Transfer Request tool within PeopleSoft to allow departments to process their own requests for changing coding on transactions and to support other departments' expenditures. The requests route directly to the appropriate budget manager for approval. From the Financials & Annual Budget tile on your myPugetSound homepage, click Transfer Request from the left navigation panel. Click the View Training Guides link at top right of Transfer Requests page to find detailed how-to videos and documentation.
Please be sure you continue to review your P-Card charges in detail prior to approving them, which will help catch these errors before they post to the financial records.
If you have questions or concerns on the P-Card review and approval process, please access our Procurement Card Resources page or email finance@pugetsound.edu.
We thank you in advance for your help in keeping the workload manageable for our office, so that we can better serve campus.