The Monthly Ledger
A publication by the USM Foundation's Business Office
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We can certainly be reached at our email account at, but the new form will help us process your questions, concerns, and issues more efficiently. 
Important Dates


6/23: Last check run for FY14, DRFs are due by 1:30pm on June 19th, NOT June 30th as stated in last newsletter


7/10: Last day to submit DRFs for FY14; expenses are due by 1:30pm. NOT July 12th as stated in last newsletter.

7/11At this time, this is the tentative date to have all FY14 gifts entered to Advance


An explanation for why the dates have been changed can be found in the "What's New" section of this newsletter.


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June 12, 2014
What's New!


DRF Processing Explanation


Checks issued on June 23rd will be posted to your foundation projects in FY14 and there will also be time for you to receive the check and deposit, if applicable, to your campus accounts before the fiscal year end close of June 30th.   


If you have an item that you want to pay from FY14 spendable income and the expense was actually incurred in FY14 then we give you through July 10th to get that DRF to us so we can post it back to FY14. However, these checks obviously will be processed after June 30th and therefore you will not be able to get them deposited in your campus accounts, if applicable, by the June 30th fiscal year close. 


We hope the corrected dates above and this explanation clears up any confusion. 

Staffing Changes
 For the first time in three years we will be experiencing a staffing change in the Business Services office. Linda Ringer, our Client Relations Specialist and the person many of you have met through training classes or dealt with when you had support questions, will be leaving us as of June 24th. Linda has accepted a job in Raleigh so she can be closer to her children and grandchildren in North Carolina. 


Please join us in thanking Linda for a job well done in her five years with us - after 30+ years at the College Park campus - and in wishing her all of the best down in North Carolina.


We have already started the process of looking for Linda's replacement and hope to have someone in place very soon.


Forms Issues


We have heard that some people are experiencing problems with our forms. People have mentioned field tabbing problems and total fields not working. Our forms are built with an Adobe form designer application and are compatible with Internet Explorer 7 - 10. The forms may also work with other browsers but we do not test for all browsers.


In addition, the forms are tested to work with Adobe Reader 9. If you have an earlier version of Adobe Reader you may experience issues. We apologize if some of you are experiencing difficulties with the forms but with the variety of operating system versions, browser versions, and Adobe Reader versions in use across the campuses it is impossible for us to test for all likely combinations.


July Dashboard Data 


This is just a reminder to our dashboard users that the dashboard data in July will not reflect your FY2015 spendable income balances. Because we do not have the final spendable income carryover amounts available until the end of July we cannot update the dashboard data until the end of the month. 


So for July the spendable income column will reflect your FY 2014 remaining balance less any FY2015 expenses you may incur in July. The "Next Year" spendable income column will still show your FY2015 spendable income amount. 


By the first week in August, the spendable income balance column will correctly reflect the total FY2015 spendable income, including carryover amounts, and the "Next Year" column will be blank.