Explore this section for a centralized directory of financial resources. It is designed to provide streamlined access to key tools, policies, and guidance to support financial activity and decision-making throughout the University. Browse content by topic, connect with the Finance Chatbot for tailored responses to financial questions, or contact the experts listed in each area for assistance on a wide range of queries.
Business & Travel Expenses
Finance Basics & Tools
Internal Controls & Compliance
A-Z List
- Accounting Manual
- Approval & Signature Authority
- Budget & Planning Resources
- Certifying Effort
- Chart of Accounts
- Closing Schedules
- Cost Transfers
- Expense Reports
- External Reporting
- Finance Chatbot
- Financial Compliance
- Financial Integrity
- Gift Administration
- Gifts from University Funds
- Internal Auditing
- International Transactions
- Meals & Entertainment
- Office of Sponsored Projects
- Payee Setup
- Payroll
Finance Support Center
Finance Support Center provides high-quality support for most finance inquiries, including Workday Financials, transactions, operations, and training.
Financial Training
Explore the innovative and engaging learning experiences on financial topics across the University
Resources
Find helpful resources to execute financial activities at Yale.