SUBJECT:  FinancialLink Encumbrance Lifter

The campus Encumbrance Lifter Committee, in conjunction with Business and Financial Services, has developed a new FinancialLink transaction application for "lifting" encumbrances. The new Encumbrance Lifter makes it easier and faster to reduce or remove encumbrance balances. The "point and click" design significantly reduces the amount of key entry currently necessary when using the IFIS journal voucher screens.

The purpose of the Encumbrance Lifter is to adjust Operating Ledger and Encumbrance Ledger balances. Adjusting an encumbrance balance will not affect a purchase order record, prevent payment of an invoice against a valid purchase order, or prevent completion of an open travel event. Therefore, care should be taken to not adjust and remove encumbrances for active purchase orders or travel events, as these commitments would no longer reflect in financial reports.

Please go to Blink http://blink.ucsd.edu/go/encumbrancelifter for help
and instructional pages on the Encumbrance Lifter.

Questions about the Encumbrance Lifter should be directed to Steve Ste.
Marie, sstemarie@ucsd.edu or at extension 44951.

                                                Dennis Beeson
                                                Interim Manager
                                                General Accounting