March 2019

1. Single Use Account (SUA)
2. Budget Transfers in WFS
3. Payroll
4. Year End
5. Purchasing News
6. Budget Reminders

As JPMorgan’s SUA recruitment campaign continues, be sure to review suppliers who have been converted to SUA payment on the Finance Website at If you are currently paying any of these suppliers by P-Card, you no longer have to do so. You can now create an AP voucher to pay these suppliers to take advantage of single voucher processing efficiencies.
If you have any questions regarding the SUA program, email or contact Tami Sabo at x2958.

The deadline for original budget transfers is Friday, March 15. It is important that we freeze the 2019 original budgets for 2020 budget planning. Adjustment budget transfers will still be allowed in the last quarter of the fiscal year, but there should be very little budget transfer activity from this point forward. As a reminder, budget transfer training materials can be found on the Finance website at If you have any questions, please email

An employee is required to have an I-9 on file prior to working. However, if the student worked prior to completing the I-9, we are required to pay them for hours worked. If you have a student who worked in your department but has not been paid because the I-9 was not complete, please contact the Payroll Office for next steps.

• Please do not submit any Payroll forms which include your ssn or banking information such as w-4 forms and direct deposit forms via email. The best method to get your forms to Payroll would be fax to (860)-685-3929 or drop off at the Payroll office located at 212 College Street.

It is not too early to begin thinking about the end of the fiscal year. We are already beginning to see some prepaid expenses (expenses that are paid in this fiscal year but the activity or travel does not happen until after July 1). Be sure to watch your emails for year end seminars that the Finance Office will host in May and June. For now, the most important thing to keep in mind is to be sure that budgets are on target and if someone is paying for activity or travel (airfare, conference fees etc.) that will not take place until after June 30, contact Melanie Messier at x2859.

Please see the attached Purchasing News for information on a new Dashboard feature in the WB Mason website as well as preferred suppliers and employee discounts.

Please be sure to check your financial reports so that you are on track in your budgets. Assuming consistent spending throughout the year, budgets should be 67% expended.