Find the right resource fast. Start with self-service for most questions.
Many questions can be answered instantly using the Finance Chatbot. It can help with general finance policies and process guidance, but it can’t look up data about specific transactions (for example, the status of a particular invoice).
Available only to members of the Yale community.
Ask questions on Yale finance policies, procedures, forms, reporting, training, and common tasks.
A comprehensive guide and planning tool with respect to payments made to non-U.S. individuals who are not considered University employees and to non-U.S. entities.
If self-service doesn’t resolve your issue, use the option that matches your need:
Use this directory for accounting support and COA requests, closures, and inquiries.
Check Workday or email askfinance@yale.edu with supplier name and number, and invoice number, date, and amount.
Email controllers.office@yale.edu for policy questions, interpretation, and exceptions.
Yale community only.
Use this portal for Sponsored Accounting & Grant Management (SPFA) financial post-award support.
Use this directory for support with purchasing, pay process, and purchasing cards (PCards).
Use this directory for help with tax forms (W-2, 1099, 1042-S), international tax treaties, and sales tax exemptions.
Email askfinance@yale.edu for system support and questions about the Workday Project lifecycle and security roles and assignees.
Email ybtsupport@yale.edu for support with access, the Make It So (MIS) system, and troubleshooting.
The FSC handles case-specific issues that cannot be resolved through self-service or the appropriate intake channel.