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Dear Colleagues,

Business and Finance Solutions (BFS) released the 2022-23 Fiscal Closing Schedule on May 8, 2023. Based on BFS’s deadlines, EFM deadlines have been established as shown in the table below. Please submit requests to EFM by the deadline to be assured of EFM’s review and processing.

DescriptionDeadline for Department to submit to EFM for reviewDeadline for EFM to Process
Payroll (UCPath) Direct Retro Expense Transfer06/28/2023 @ 5:00 PM07/03/2023 @ 5:00PM
PPS Cost Transfer Journal Request06/29/2023 @ 5:00 PM07/17/2023 @ 8:00 PM
Intercampus Transfers06/30/2023 @ 5:00 PM07/17/2023 @ 8:00 PM
NPEAR Non-Payroll Expense Adjustments07/05/2023 @ 5:00 PM07/17/2023 @ 8:00 PM
Accrual/Deferral Forms and Supporting Documents07/07/2023 @10:00 AM07/17/2023 @ 8:00 PM

Accrual forms, justification template, and instructions are available on the BFS website.

If you have questions, please contact your EFM Accountant or Manager.


Val Gomez
UCLA ORA-EFM | Research Finance Compliance Team