The County of Santa Cruz has recently implemented ONESolution, a new financial and procurement system from SunGard.

Our goal with ONESolution is to move Santa Cruz County’s fiscal operations forward with current technology, more efficient business processes, and improved service to the public and County departments.

Please use this page as a resource for information related to this new system. We will be making updates periodically, so check back regularly.

Please direct questions about ONESolution to AUDOneSolution@santacruzcounty.us.

News & Announcements

• January 4, 2018 - Updated Grant Management user guide
• May 19, 2017 - Updated instructions for CALCARD Use Tax options
• July 7, 2015 - Do not attach W-9s to purchase requests in the Purchasing Module

ONESolution Information

• ONESolution General Information Guide
• ONESolution Keyboard Shortcuts
• Simplified Sub-object Crosswalk from FAMIS to Sungard OneSolution
• Simplified GL and Subsidiary Crosswalk from FAMIS to Sungard OneSolution
• OneSolution Crosswalk from FAMIS Sub-Object and G/L Account
• Accounts Payable Information
  • Business Process Information
    • Accounts Payable Business Process
  • User Guides and Addenda
    • One Solution Travel Claim Processing Guide
    • CalCard Use Tax Options
    • Single Check Revisions
    • Discounts
    • Copying a Document in Accounts Payable
    • A/P Inquiry Reports
    • Accounts Payable Manual Entry
    • Accounts Payable Upload Guide
    • AP Upload Template
  • Forms
    • AUD-77 Petty Cash Disbursement Voucher
    • AUD-78 Petty Cash Reimbursement Voucher
• Accounts Receivable Information
  • User Guides and Addenda
    • Accounts Receivable Manual Entry
    • Accounts Receivable Interactive Cash Receipts Manual Entry
• Cash Receipts/Deposit Information
  • Business Process Information
    • Cash Receipts Business Process
  • User Guides and Addenda
    • Cash Receipts Manual Entry
    • Cash Receipts Deposit Upload
  • Forms
    • AUD-36 Excel template for Cash Receipt upload
• Contracts Information
  • Business Process Information
    • Contract Management Business Process
    • CAL End User Checklist – Expenditure Agreements
    • CAL End User Checklist – Revenue Agreements
    • Workflow Chart
  • User Guides and Addenda
    • Contract Management User Guide
    • Contract Management Zero Line Item Instructions
    • Contract Management CAL Sec Descriptions
    • Contract Management FAQ
    • CAL Contract Processing Memo from CAO/CBD, November 4, 2015
  • Forms
• Grant Management Information
  • Grant Management User Guide.pdf
  • Grant Management Upload Template Guide
  • Grant Management Upload Template
• Journal Entry Information
  • Business Process Information
  • User Guides and Addenda
    • Journal Entry User Guide
  • Forms
    • Journal Entry Excel Template
• Purchasing Information
  • Business Process Information
    • Business Process Review
    • Do Not Attach W-9s to purchase requests in the Purchasing Module
  • User Guides and Addenda
    • Purchasing Manual Entry
  • Forms
• Miscellaneous Forms
  •  Report Specification Request Form
  •  Sample Report Specification Request
  •  Resolution Accepting Unanticipated Revenue – AUD60

Request Forms

• JL Key/JL Object Request Form
• Grant Sponsor Code Request Form

Budget Information

• Budget Item Detail End User Guide
• Budget Item Detail Training Video
• Work Management User Guide
• Asset Numbers

Fiscal Year End Information

• 2018-19 Accounts Payable Year End Deadlines and Instructions
• 2018-19 General Accounting Year End Deadlines and Instructions for Departments and Districts
• 2018-19 Purchasing Year End Deadlines and Instructions

Special District Information

•  Special District Accounts Payable User Guide
•  Special District Cash Receipt User Guide
•  Special District Journal Entry User Guide