Espresso Financial Applications are the set of web applications utilized in the Campus Financial System. These applications include Carry Forward of Funds, FlexCard Allocation, FlexCard Management, Online General Ledger, PORS, Transfer of Expense, and Transfer of Funds. Users must be on campus or logged in to the campus VPN to access any of the Espresso applications.
Overview
Carry Forward of Funds (CFOF) is a web-based application allowing users to carry forward funds into the next fiscal year. The application is only used in June and July of each year. Because it's powered by UCSB Espresso Financial Applications, CFOF is designed with features that are consistent with Transfer of Funds (TOF).
Request Information
Access the CFOF via the Espresso Financial Application portal. Departments can request information from their Department Security Administrator.
Special Considerations
Training is available at bfs.ucsb.edu/tof-manual.
Support
Visit the IT Services Catalog at ucsb.service-now.com/it and click on the Enterprise Business Applications box, then Enterprise Business Application Problem.
Service Level Agreements (SLAs)
The Service Level Agreement (SLA) for this service includes an eight-hour response time.
Overview
The Flexcard Allocation service allows UCSB employees who have authority to purchase goods and services for their departments use FlexCards, a visa procurement card issued by the U.S. Bank, for those purchases.
The FlexCard Allocation Module receives all purchase transactions from the U.S. Bank and distributes them to each Cardholder’s department for allocation and approval. The module generates a notification to the Cardholder and all department Allocators and Reviewers.
FlexCard Allocation Module features include:
- Allocating and approving transactions, including use-tax modifications
- Charge splitting
- Default-posted charges review
Request Information
To access the FlexCard Allocation Module visit bfs.ucsb.edu/procurement/flexcard. Departments can request information from their Department Security Administrator.
Special Considerations
Not applicable.
Support
Visit the IT Services Catalog at ucsb.service-now.com/it and click on the Enterprise Business Applications box, then Enterprise Business Application Problem.
Service Level Agreements (SLAs)
The Service Level Agreement (SLA) for this service includes a response time of eight hours.
Overview
The FlexCard Management module provides departments with the ability to set up and manage their FlexCard Program.
All potential Cardholders, Allocators, and Reviewers use the Management module to take exams to quality for their roles. Established departments use the module to maintain the roles of their Department Administrators, Cardholders, Allocators, and Reviewers, including deleting or activating program participants, and requests for changes to FlexCards.
FlexCard training is available here.
Request Information
To access the FlexCard Management module click on flexcard.ets.ucsb.edu or the Espresso Financial Application. Departments can request information from their Department Security Administrator.
Special Considerations
Not applicable.
Support
Visit the IT Services Catalog at ucsb.service-now.com/it and click on the Enterprise Business Applications box, then Enterprise Business Application Problem.
Service Level Agreements (SLAs)
The Service Level Agreement (SLA) for this service includes a response time of eight hours.
Overview
Purchase Order Repository System (PORS) is an image repository system for former Purchase Orders. Departments may access former purchase orders for historical references.
Request information
To access PORS, departments must request access from their Department Security Administrator.
Special Considerations
Not applicable.
Support
Visit the IT Services Catalog at ucsb.service-now.com/it and click on the Enterprise Business Applications box, then Enterprise Business Application Problem.
Service Level Agreements (SLAs)
The Service Level Agreement (SLA) for this service includes a response time of eight hours.
Overview
Transfer of Expense (TOE) is a campus application allowing the transfer of expenses from one chartstring to another.
TOE features include:
- Ability to find a source transaction and direct it to a different chartstring for expense transactions
- Specific user roles to perform individual actions
Request Information
Departments must request access to TOE from their the Department Security Administrator.
Special Considerations
Not applicable.
Support
Visit the IT Services Catalog at ucsb.service-now.com/it and click on the Enterprise Business Applications box, then Enterprise Business Application Problem.
Service Level Agreements (SLAs)
The Service Level Agreement (SLA) for this service includes a response time of eight hours.
Overview
Transfer of Funds (TOF) and Transfer of Soft Funds (TOSF) allow transfers of permanent and current expenditure funds from one chartstring to another. This includes TOF and TOSF for Contract and Grant funds.
Specific roles give users an ability to perform certain actions within the applications. Powered by UCSB Espresso Financial Applications, TOF and TOSF are designed with features consistent with Carry Forward of Funds (CFOF).
You can find complete instructions on TOF and TOSF here.
Request Information
To access TOF and TOSF click on tof.its.ucsb.edu/tof or the Espresso Financial Application. Departments can request information from their Department Security Administrator.
Special Considerations
Not applicable.
Support
Visit the IT Services Catalog at ucsb.service-now.com/it and click on the Enterprise Business Applications box, then Enterprise Business Application Problem.
Service Level Agreements (SLAs)
The Service Level Agreement (SLA) for this service includes a response time of eight hours.