Finance Basics & Tools

To enable Yale’s mission, Finance has curated a selection of introductory materials and tools that help standardize the university’s financial services. Staff are invited to explore training courses tailored to specific roles, connect with colleagues across the office, learn which support systems mitigate risk and reinforce compliance, and utilize reporting mechanisms that simplify analytics. The Finance Support Center welcomes inquiries from across the university and can offer additional guidance as needed.

Berkeley College.

  • Finance Chatbot

    The Finance Chatbot answers self-service finance questions, including those about policies, procedures, processes, forms, and reports.

  • Reporting & Analytics

    A system of interconnected services and resources empower Finance staff to monitor supplier progress, allocate resources effectively, and produce high-quality reports.

  • Treasury Services

    Treasury Services manages the University’s bank accounts, cash, wires, petty cash, spend authorizations, and Workday revenue.

Need help?

Finance Support Center provides high-quality support for most finance inquiries, including Workday Financials, transactions, operations, and training.

Contact Finance Support Center (FSC)

Training

Explore the innovative and engaging learning experiences on financial topics across the University.

Financial Training