CBS2 supports UC Merced in the facilitation of various financial transactions such as recharges and expense transfers. CBS2 offers financial assistance, as requested, to allow department personnel the ability to focus on non-transactional activities that support the strategic direction of their school or division while saving budget dollars.
Here is a list of CBS2 financial transaction support through Service Now. You also can use the DFA Service Portal to search quickly for all services provided by the Division of Finance and Administration, including those from CBS2.
Submit Your Campus Recharge Request
This request will initiate the process for CBS2 to complete your departmental recharge journal template and submit it to General Accounting on your behalf. Recharges are necessary when one department offers one-time or ongoing services to another department on campus and opt to recover the cost of services via a recharge journal.
What do I need to get started?
Full Chart of Accounts, including all necessary segments, documentation of services performed, and required approvals.
Submit Your Financial Journal Request
This request will initiate the process for CBS2 to complete your departmental financial journal template and submit it to General Accounting or Accounts Payable on your behalf. Financial Journals record business transactions in the accounting system and can be used to make a correction within the University’s financial system.
What do I need to get started?
Full Chart of Accounts, including all necessary segments, documentation of services performed, and required approvals.
Need Financial Assistance
Submit this request if you would like CBS2 to assist you with any of the following financial reporting items: General Financial assistance, budget calls, policy exceptions, audit assistance, Pro Forma Requests, and data retrieval request for grant proposals.
What do I need to get started?
Submission in Service Now
