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B&A Updates | In Lieu of October 21 Meeting

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Utah Division of Finance

Thank you so much for your flexibility and for accommodating the change to this month’s B&A meeting. With a smaller number of updates this month, we felt it would be more effective to share the information with you via email rather than hold our regularly scheduled meeting.

We have a few items we’d like to share, including:

  • Looking Ahead: We wanted to give you a quick update on what the Division of Finance will be focusing on over the next six months. There are always updates and fixes moving through our systems, but we want to make sure you have visibility into the bigger projects ahead.

Here is a quick look at what our team is working on:

Beyond these technical projects, building better relationships with your teams is a huge priority for us! We’ve really appreciated the chance to meet with many of you recently, and we’ll be reaching out to schedule more visits with you and your staff soon. We want to spend time hearing about your day-to-day pain points, getting your feedback, and making sure we’re supporting your operations as best we can.

  • Seven-Month Post-Go-Live Debrief: Since go-live, a large amount of focus has been on process automation, error resolution, and gaining efficiencies within our new system. Within production payroll, we are becoming quite a bit more stable while still seeking ongoing improvements. These include faster URS deduction request updates, more flexible payment options, and improved communications with payroll coordinators and users. We continue to review tickets that come into the Payroll Help Desk at [email protected] and use the feedback from commonly seen issues to better prioritize the project priorities.
  • Concur Roadshow: The Fall 2026 Concur Training Roadshow is in full swing, offering all-day sessions (9:00 AM – 5:00 PM) designed to cover everything from Concur Requests, reimbursement requests, P-cards, booking, and general reimbursements to recent updates and policy changes. Whether you are a traveler, P-card holder, delegate, administrative coordinator, or approver (such as a budget or compliance officer), attending will provide in-depth training on essential features and solutions to common issues.

    Sessions are running across multiple Utah locations—including Ogden, Salt Lake City, Taylorsville, South Salt Lake, Richfield, and Price—with dedicated tracks for both End Users and Approvers. Check out the full schedule and secure your spot today by clicking HERE to register for an End User or Approver training session!

  • Finance Training: We have a lot of great new and updated resources to share! First, check out our refreshed Vantage Financial training page, featuring the latest updates to our ever-growing collection of trainings. Our incredible trainer is continuing to update the remaining materials, so be sure to bookmark the page and check back often for new additions:

    We have an additional training resource page featuring several other helpful updates, including Data Awareness training, Finder training, and recent policy changes:

    We’ll be sharing an overview of the new trainings, resources, and policy changes featured next month, so stay tuned!

  • Vendor Cleanup: As part of our ongoing vendor cleanup, the Vendor Team has inactivated vendors that are missing required supporting documentation, including FI 170 and an updated W-9. If you need to use an inactive vendor, a Vendor Change Modification (VCM) will need to be submitted with the required documentation to reactivate the vendor. Please see the instructions here.

As a best practice, W-9 information should be reviewed and updated annually to ensure we have the most current vendor information on file. Vendors without the required documentation will remain inactive and cannot be paid in Vantage Financial.

Thank you for your continued partnership and support.

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