Search Policies & Procedures
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If you require this document in an accessible format, please email If you require this document in an accessible format, please email
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Update at November 2020 – All items with strikethrough font should be disregarded. Guide is being gradually updated and segmented into individual guides on the COA website and in the online Accounting Manual.
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Direct link to Workday report: Spend Category Details - Yale
This workday report can be exported to excel.
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If you require this document to be provided in an accessible format, please contact osp.tr
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University Requirement - Programs are accurate at the “summary” level of the hierarchy.
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Direct link to Workday report: Cost Center in Hierarchy View - Yale
This workday report can be exported to excel.
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Direct link to Workday report: Yale Designated in Hierarchy View - Yale
For a live Workday report that shows the related worktag Funds that “come along” with each Yale Designated (not in Hierarchy View):
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The above pdf documents are “org-hierarchy style” documents showing the two hierarchies of Fund. The Operations Hierarchy is most often used in management-view reporting.
For more of a “pivot-style” report, please use these direct links to Workday reports:
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PLEASE DO NOT SCAN FORMS FOR SUBMISSION. If you scan them, COA cannot add the other information required for processing; you will be asked to resend the original excel files and/or writeable PDF forms.
Type: Other
PLEASE DO NOT SCAN FORMS FOR SUBMISSION. If you scan them, COA cannot add the other information required for processing; you will be asked to resend the original excel files and/or writeable PDF forms.
Type: Other
PLEASE DO NOT SCAN FORMS FOR SUBMISSION. If you scan them, COA cannot add the other information required for processing; you will be asked to resend the original excel files and/or writeable PDF forms.
Type: Other
PLEASE DO NOT SCAN FORMS FOR SUBMISSION. If you scan them, COA cannot add the other information required for processing; you will be asked to resend the original excel files and/or writeable PDF forms.
Type: Other
PLEASE DO NOT SCAN FORMS FOR SUBMISSION. If you scan them, COA cannot add the other information required for processing; you will be asked to resend the original excel files and/or writeable PDF forms.
Type: Other