Processes & Reports
The Processes & Reports section provides departments with the necessary tools to manage financial transactions, track budgets, and ensure compliance with UC Riverside’s financial policies.
Processes
Departments must submit specific forms for budget adjustments, fee approvals, fund modifications, and financial transactions. Common processes include:
- Sales & Service Applications – Required to establish or update revenue-generating activities.
- Course Materials & Service Fees – Submitted annually for approval of course-related fees.
- Golden Tree Modifications – Used to request changes to the Chart of Accounts (COA).
- Interlocation Transfer of Funds (ITF) – Required for transferring funds between UC campuses or UCOP.
📌 Submission Process: Until further notice, all forms must be submitted manually via email.
Reports
Departments can access Dashboard Reports and Financial Reports directly on our website. These reports provide key insights into budget performance, expenses, and revenue tracking.
For reports from Oracle Budget, users must have the appropriate system access. If you do not have access but need a report, please email budgetoffice@ucr.edu for assistance.