Should all Ag research or extension transactions (expense specifically) have IO assignment to assure mapping to federal project numbers for reporting?

Yes - if only a cost center is used their will be no project/team associated with it

So when IOs are created, it’s going to be imperative that all costs are transferred via JE to the appropriate IO to assist in federal reporting.

Definitely

Is this a report that I could see for grant expenses since some are only accessible by the PI?

The GL transaction report only shows actuals. Is there a way to get additional details on encumbrances/commitments in this report or any other report?

Can you do a report that shows the expenses charged to a cost center and NOT an IO so that we know they are ones that need to be JE’d?

Extension deposits use only GL48070090, is that correct?

Is there a list of all of the GLs and their purposes anywhere? Same with Fiori tiles. A list of tiles and their functions would be useful.

@ann https://guru.psu.edu/resources/rates-and-schedules/simba-object-codes-new

thank you.

Not sure if there's a guide for the tiles

For Extension deposits, please refer to the GL crosswalk in Teams. There are several income GL codes listed on the crosswalk.

Extension folks.....Chelsea has uploaded Bank GL cross walk at Operations Reference Utility teams page, Simba Documentation channel. Also at University Simba Resources page. Questions to Chelsea, Zack or Roger

How are we notified of items in our approval path?

Sorry...yes 47

Link for fiore tile information. :-)https://www.simba.psu.edu/files/2019/04/IBIS-SIMBA-Terminology-Crosswalk.docx

Thanks Lisa!

I'm sorry can you run through attaching the deposit slip again. Just what to click on.

To attach deposit slip - Services for Object dropdown, Create, Create attachment

Lesley, can the list of available SIMBA Office Hours/trainings be added to the Ag SIMBA Recording Page, or somewhere else on the Ag website?

Once the JE Document is parked please go to More, Document, Display Park Document, The document number will show, click okay, the document comes up please go to -Services for Object, Create, Create Attachment. To check your attachment please go to Services for Object, Attachment List (to view your attachment). Once you view the attachment, please click on Save as Completed.

Simba Resources page?