OneFinance

Publications

April 2025

• Program Lead Update

November 2024

• Program Lead update

June 2024

• Program Lead Update

April 2024

• Resourcing Yale’s Mission

February 2024

• February 2024 Program Lead Update

Program Sponsors

• Stephen Murphy
• Prita Patel
• Shannon Smith

Finance Executive Strategy Group (OneFinance Advisory Body)

• Stephen Murphy
• Prita Patel
• Shannon Smith
• Joseph Crosby
• Lisa Merola-Grimm
• Susannah Gobbi
• Jin Kim
• Anat Yogev

Program Leads

• Steve Gentile
• Lisa Varni

Program Manager

• Dana Lipnickas

Project Managers

• Stephanie Avallone
• Andrew Baker
• Chuck Benjamin
• Paul Harkins
• Sandy Mcdonald
• Chris Watkins

Organizational Change Management

• Kelly Caviston
• Matthew Flood
• Rosa Genovesi

Process Improvement & Enablement

• Joy Ebanks-Frederick
• James Helbling

Training

• Account Reconciliation: Balance Sheets
• Account Reconciliation: General Overview
• Creating Expense Report Training
• Finance Foundations Onboarding Training
• Human Research Study Participant Remuneration - Custodian Training
• Purchase Contracts Training: Part 1 & Part 2-Service Contracts
• Workday Security Roles

Resources

• Suspense Balances Review –Yale and Workday FRC Dashboard User Guide
• Cost Transfer Guide and Recording
• Key Financial Policy Highlights
• COA Frequently Asked Questions
• YSM Balance Sheet Reconciliation Responsibilities matrix

Purchase Orders

• Purchase Order Procedure Quick Reference Guide
• Purchase Order Practices & Execution FAQ
• Purchase Order Practices & Execution Information Session Guide & Recording
• Purchase Order Management Dashboard
• Purchase Order Management Dashboard Tipsheet

Policies/Procedures

The policies listed below reflect only those policies that have been updated by the OneFinance strategic initiative. For a complete listing of university policies, please go to the University Policies & Procedures webpage.

• Policy 1305 Cost Transfers Involving Sponsored Projects
• Policy 3201 General Purchasing
• Policy 3210 Purchase Contracts
• Policy 3305 Expense Advances
• 1101 PR.07 Accounting Corrections and Adjustments
• 3201 PR.01 Purchase Order Process
• 3301 PR.02 Obtaining Cash for Activities Abroad
• 3305 PR.01 Spend Authorization Process for Expense Advances
• 3417 PR.01 Human Research Study Participant Remuneration Process
• 3305 FR.01 Travel and Expense (T&E) Expense Advance Budget Development Form