Accounting Manual

The Accounting Manual is a work in progress. Our goal is to continually enhance this resource and add new guidance based on your needs for Accounting and Financial Management activities. Please continue to check back as new information is added. For suggestions for Accounting Manual topics, please contact Maria MacCalla (Accounting Manager, maria.maccalla@yale.edu, 203-436-8357).

To more easily browse topics, select your job classification (ex: staff or faculty) from the Accounting Manual menu at left. This groups content by topic and is easier to navigate.

Accounts Receivable (Non-Sponsored): A non-sponsored customer must be set up in Workday to allow invoicing through Workday. Currently invoicing through Workday is restricted to the School of Medicine. For guidance, select the following to see if the customer exists in Workday or to request a new customer set up or change.

Customer Setup Form

Training

Resources

Subtopic/How To