Overview

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This guide offers a step-by-step walkthrough for navigating the CIPERB application, making it easier for anyone involved in financial operations.

By following these detailed instructions, users can efficiently manage and upload multiple receivables invoices, and post transactions. It streamlines processes, reducing the likelihood of errors and enhancing productivity. Overall, this guide serves as a valuable resource for ensuring a smooth experience with the CIPERB platform.

 

Critical Concepts

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To first determine whether to invoice via CIPERB or Oracle, please reference the Billing Process flowchart for assistance with the invoicing process:

Steps to Take

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Procedure A

1. Open the CIPERB application and select SIGN IN

2. Select Invoice Upload

3. Close the error message: Please select a financial unit

4. Click "Select Financial Unit"

5. Enter your Financial Unit or search using the dropdown menu

6. Click "SELECT"

7. Click "File"

8. Click "Download Template"

9. Open Invoice Template Excel File

10. Click "Enable Editing"

11. Invoice Transaction Source:
    Enter "Manual" for departments that do not have their own source.
    Departments that do have their own source, can use one of the following:

• UCSD BGLab
• UCSD ECEC
• UCSD GLI
• UCSD  HDH LJDS
• UCSD Health
• UCSD ISIS Conversion
• UCSD Late Charge
• UCSD Library
• UCSD Real Estate
• UCSD Sophia

12. Enter & save all relevant data

13. Return to CIPERB
    Click "File"
    Then "Load Excel File"

14. Click "Select file" to upload invoice template

15. Click "LOAD FILE"

16. To update Payment Terms, click "Edit", then "Update all Payment Terms", and select desired term

17. To edit single rows, click "Edit", then "Toggle Edit"

18. Select desired row to edit as necessary

19. Then click the "check mark" to approve the changes

          20. A pop-up editor can also be accessed by right clicking and selecting Edit so all columns are made visible and users do not have to scroll right on a smaller screen

          21. When file is ready to upload, click "Post", then "Post Invoices"

          22. CIPERB will reflect the progression of its upload to Oracle

          23. To download the results of the posting, click "File", then "Download Excel File". A successful posting provides the Invoice number(s) in CIPERB

          24. Open the file to review the successfully posted data

          25. To review the history of uploaded files, click "File", then "Batch File List"

          26. Click "Uploaded By" and enter your name

          27. Click "SEARCH JOB"

          28. Results will populate

          29. The option to download previous batch files is available

          30. "Clear Table" to begin a new process