The University is required to report certain transactions to the Internal Revenue Service and the Financial Crimes Enforcement Network, where it receives more than $10,000 in cash from a single payer. This rule applies to a single $10,000 transaction as well as two or more related transactions...
Business Update
Budget process enhancement - inclusion in the Finance Data Mart
January 17, 2024
A new budget enhancement will be made available. Effective Monday, January 22, 2024, the FY2025 draft budget data from the Yale Budgeting Tool (YBT) will be loaded into the Finance Data Mart daily Monday through Friday. This will allow users the flexibility to incorporate draft budget data into...
Update to AHR and FAB report subscriptions
January 17, 2024
To maintain an accurate and more efficient list of monthly Account Holder Report (AHR) and Financial Activities and Balances (FAB) report subscriptions, the Finance Reporting and Analytics Team is requesting that report owners review all subscriptions in a “Disabled” status before Jan. 26, 2024...
Update: Procedure 3417 Human Study Participant Remuneration
January 17, 2024
Summary
Effective Jan. 10, 2024, Procedure 3417 PR.01 Human Research Study Participant Remuneration was revised and enhanced with new supporting forms . Staff with open study participant advances have...
Scheduled outage - PaperCut maintenance on Monday morning, Jan. 15
January 10, 2024
Please share these details with individuals in your area of responsibility who need this information. Summary Yale ITS will deploy a software upgrade to the PaperCut print system from 7 - 9 a.m. on Monday, Jan. 15, resulting in an outage. Yale’s PaperCut vendor recommends that we deploy this...
PO Procedure Information Session presentation and recording available
January 10, 2024
Summary
The Purchase Order (PO) Procedure Information Session recording and presentation ...
Assets and Liabilities – Yale report enhancements
January 10, 2024
Effective Jan. 10, 2024, the Assets and Liabilities – Yale report has been enhanced to include default parameters in the Ledger Accounts and Summaries prompt of the report. This is to assist users with aligning to the required parameters of the Year End Closing Procedure and the Financial Review...
Policy and Procedure updates - Jan. 10, 2023
January 10, 2024
The following policy documents, which previously completed their full review and approval process, are now published and effective. Please discuss the documents with the appropriate people in your department and send any questions to...
Coming soon: Enhancements to the cost transfer process and information sessions
January 10, 2024
Summary Effective Wednesday, Jan. 24, 2024, there will be changes to the Cost Transfer policy and procedures. Do not submit any new Cost Transfers past Friday, Jan. 19, 2024, until Wednesday, Jan. 24. Ensure all in progress cost transfers are reviewed and...
Q2 Forecast Process Enhancement - Inclusion in the Finance Data Mart
December 20, 2023
A new Q2 Forecast enhancement has recently been made available. Effective Monday, December 18, the current year Q2 Forecast data from the Yale Budgeting Tool (YBT) will be loaded into the Finance Data Mart daily, Monday through Friday. This will allow users the flexibility to incorporate Q2...
Scheduled outage - PaperCut maintenance on Sunday, Jan. 7
December 20, 2023
Please share these details with individuals in your area of responsibility who need this information. Summary Yale ITS will deploy a software upgrade to the PaperCut print system from 7 - 9 a.m. on Sunday, Jan. 7, resulting in an outage. Yale’s PaperCut vendor recommends that we deploy this...
IRS mileage rate increase effective Jan. 1, 2024
December 20, 2023
Effective January 1, 2024, the IRS standard mileage rates for the use of a car, van, pickup truck, or panel truck for University business purposes are:
67 cents per mile for business use 21 cents per mile for moving purposesThese rates apply to electric and hybrid-electric automobiles...
Join us to learn about the exciting new approach to Learning & Development at Yale!
December 14, 2023
Summary
We are excited to unveil an innovative approach to Learning & Development at Yale!
Over the past few years, we have developed an infrastructure, including quality standards and modern technology, to support learning as part of our work at Yale. This is only a start, as we...
New self-service system tracks health requirements
December 13, 2023
Tracking health requirements just got easier!
Health On Track , the university’s new self-service system for tracking health requirements, will launch on January 29.
Health On Track will manage current school or job-related health requirements and allow Yale to provide a safe...
Important: Save your Zoom recordings before Jan. 2024
December 13, 2023
Summary On Jan. 15, 2024, Yale will limit how long we save Zoom recordings to 13 months. Possible action required: Please prepare early to ensure you don’t lose any recordings you wish to keep. Recordings made on or before Dec. 16, 2022, will be deleted on Jan. 15 when this change is made...
Check your inbox for awaiting action items
December 13, 2023
Please be mindful that absences and timesheets must be reviewed and approved earlier than usual during the months of November and December. The upcoming Thanksgiving and Christmas holidays and recess days will have an impact to the...
Airgas hazmat fee update
December 13, 2023
Individuals who purchase through Yale’s vendor, Airgas, will notice an additional hazmat fee added to purchases, per the new contract. View the breakdown of fees in the following table.
Expense report submissions and the holiday recess
December 6, 2023
Month-end and recess are upon us. Before leaving for recess, individuals are expected to prepare and submit expense reports, with supporting documentation, within thirty days from the date the expense is incurred. This expectation applies to both PCard and out-of-pocket expenses.
For out...
Policy & Procedure updates - Dec. 6, 2023
December 6, 2023
The following draft documents, which have completed the committee stages of their formal review, are now available for community review and comment and are posted on the Policies & Procedures Drafts web page...
New items added to the Finance Data Model effective Dec. 1
December 1, 2023
Effective December 1, 2023, the following new items will be added to the Finance Data Model for the community:
FN Fiscal Period Dim New field added to report on quarters Example: FY24-Q1, FY24-Q2, etc. FN Supplier Invoice Header Dim New Dimension to the Model named ‘FN Supplier Invoice...Procurement performed two PO mass closures the week of Nov. 13, 2023
November 22, 2023
Mass closure of fully paid purchase orders November 13, 2023
Procurement performed a mass closure of fully paid purchase orders (POs) on November 13, 2023. This closure applied to fully paid POs with no activity in the past nine months.
If you would like to review a list of the fully...
Holiday recess schedules and adjusted deadlines 2023
November 22, 2023
Yale University will be closed for the holiday recess from Friday, December 22, through Monday, January 1, 2024. The following is a brief summary of systems availability, adjusted deadlines, and support services related to this period.
Payroll Schedule and Important...Procurement to perform two P.O. mass closures - week of November 13, 2023
November 8, 2023
Mass closure of fully paid purchase orders November 13, 2023
Procurement plans to perform a mass closure of fully paid purchase orders (P.O.s) on November 13, 2023. This closure will apply to fully paid POs with no activity in the past nine months.
If you would like to review a list of...
New university system supports health requirements
November 8, 2023
Summary
Campus Health is partnering with Information Technology at Yale to launch a new self-service system called Health On Track to manage job-related health requirements like the flu vaccine and employment-related physicals for the University. These...
New items added to the Finance Data Model effective Nov. 10
November 8, 2023
UPDATE as of November 10, 2023 : Due to unforeseen technical issues, updates to the Financial Data Model listed in the Business Update sent Wednesday, November 8th, have been postponed. Once available, a future notification will be submitted through a Business Update...
PPE supplies available through YPPS
November 1, 2023
Flu season is upon us, and practicing good hand hygiene is one of the best ways to minimize the risk to you and your colleagues. Yale Printing & Publishing currently has a good supply of hand sanitizer and sanitizing wipes available for departments to order free of charge. Along with cleaning...
Purchase Order Procedure information sessions – additional sessions available
November 1, 2023
Summary Due to high demand, additional 3201 PR.01 Purchase Order Process information sessions are now available. The focus of these mid-...
Click with Caution in November – Recognize, Relax, Rethink
November 1, 2023
Thank you for engaging with us during Cybersecurity Awareness Month ! We appreciate you attending events, completing puzzles, and sharing our awareness posters within your departments.
We invite you to register...
Annual electronic filing requirement for small exempt student organizations
October 25, 2023
Reminder for Certain Student Organizations: Annual Electronic Filing Requirement for Small Exempt Organizations – Form 990-N
Most small tax-exempt organizations whose annual gross receipts are normally $50,000 or less are required to submit Form 990-N electronically,...
Be a Cyber Hero – Protect Your Yale Email
October 25, 2023
Cybersecurity Awareness Month is nearing the finish line; join us for this week’s theme, Combat Cybercrime by Protecting Your Email , and learn how to avoid phishing attacks and safeguard your email.
Here are some ways you can participate in our week four activities:
Check out our...