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Accounting Manual
Title | Topic | Finance Activity |
---|---|---|
Customer Adjustment, Refund, Cancellation and Write-off Process for Non-Sponsored AR | Accounts Receivable (Non-Sponsored) | Resources |
Moveable Equipment Guide | Capital Assets – Buildings and Equipment | Resources |
Create Customer Contracts and Billing Schedules for Non-Sponsored AR | Accounts Receivable (Non-Sponsored) | Resources |
Create Customer Invoices for Non-Sponsored AR | Accounts Receivable (Non-Sponsored) | Resources |
USP Revenue Reconciliation Template | University Service Providers (USP – formerly ISP) | Resources |
USP Monthly Revenue Ledger Account Reconciliation guideline | University Service Providers (USP – formerly ISP) | Resources |
Moving and Relocation | Financial Management-General | Resources |
Non-Sponsored AR Accounting and Guidance | Accounts Receivable (Non-Sponsored) | Resources |
MEI Accounting and Workday book codes | Capital Assets – Buildings and Equipment | Resources |
Workday Book Codes and Books | Financial Management-General | Resources |
Advance clearing (condensed steps) | Buying Goods and Services (AP and Expenses) | Resources |
Award Purpose Code Definitions | Gifts and Endowments | Resources |
Spend Restrictions / Allowability | Grants & Contracts – Sponsored Accounts | Resources |
Payroll Toolkit | Payroll & Payroll Costing | Resources |
Workday Financials Training and Guides | Financial Management-General | Training |
Reporting Training and Guides | Internal Financial Reporting & Review | Training |
Reporting Updates | Internal Financial Reporting & Review | Resources |
University Service Provider Resources – includes training | University Service Providers (USP – formerly ISP) | Resources |
Financial Review Checklist Certification Training | Month-end Financial Close | Training |
External Sales Approval Process | University Service Providers (USP – formerly ISP) | Resources |
Accounting by and for University Service Providers | University Service Providers (USP – formerly ISP) | Resources |
Payroll Costing for Staff Phased Retirement | Payroll & Payroll Costing | Training |
Capital Project Accounting Entries | Capital Assets – Buildings and Equipment | Resources |
Cash receipts of refunds, rebates or reimbursements | Cash Transactions | Resources |
Payroll Costing – Salary over the IRS pension cap | Payroll & Payroll Costing | Training |
Change in Financial Responsibility for a University Building Location | Capital Assets – Buildings and Equipment | Resources |
COA Charging Instructions Form | Chart of Accounts (COA) | Resources |
Accounting for non-Yale Entities (aka Agencies) | Financial Management-General | Resources |
Service Provider Billing - Ledger Accounts and Categories | University Service Providers (USP – formerly ISP) | Resources |
Internal Ledger Account Pairs | Journal Entries | Resources |
COA Business Use Case Guide | Chart of Accounts (COA) | Resources |
How to Reverse a Journal Entry | Journal Entries | Training |
Advances and Spend Authorizations | Buying Goods and Services (AP and Expenses) | Resources |
Accounting Adjustments | Financial Management-General | Training |
About Journal Sources | Journal Entries | Resources |
Capital Asset Overview | Capital Assets – Buildings and Equipment | Resources |
Determining Funding and Disbursements on Capital Projects | Capital Assets – Buildings and Equipment | Resources |
Accounting for Air Travel Expenses | Travel | Resources |
GA Sweep | Year-end Financial Close | Resources |
Accounting for Grants | Grants & Contracts – Sponsored Accounts | Resources |
Balance Sheet Ledger Account Reconciliation & Certification - Procedure | Month-end Financial Close | Policy Links |
Account Certification Training Guide | Month-end Financial Close | Training |
Account Reconciliation Template | Month-end Financial Close | Policy Links |
Balance Sheet Ledger Account Reconciliation & Certification | Month-end Financial Close | Resources |
Suspense Transactions | Financial Management-General | Resources |
Procurement-Buying and Paying | Buying Goods and Services (AP and Expenses) | Resources |
Procurement Website | Buying Goods and Services (AP and Expenses) | Resources |
Procure to Pay-Policies | Buying Goods and Services (AP and Expenses) | Policy Links |
Net Balance Requirements | Financial Management-General | Resources |
Customer Set up for AR | Accounts Receivable (Non-Sponsored) | Resources |
Create a Budget Amendment | Planning & Budgeting | Training |
Commitment Journal Entries-Training | Custom Commitments | Training |
COA Training | Chart of Accounts (COA) | Training |
Valuation of Inventory - Policy | Inventory | Resources |
Procure-to-Pay Toolkit | Buying Goods and Services (AP and Expenses) | Resources |
Purchase of Computers for less than $5,000 | Buying Goods and Services (AP and Expenses) | Resources |
Equipment-Policy | Capital Assets – Buildings and Equipment | Policy Links |
Accounting for Software Costs, Computer… - Policy | Capital Assets – Buildings and Equipment | Policy Links |
Capitalization, Depreciation & Disposal of Capital Assets-Policy | Capital Assets – Buildings and Equipment | Policy Links |
1305 PR.04 Unallowable Costs | Unallowable Costs | Policy Links |
List of Permitted ETs for Building Orgs | Accounting for Building and Land | Resources |
Purchasing Card-Policies | Buying Goods and Services (AP and Expenses) | Policy Links |
International Activities - Toolkit | International | Resources |
International Activities - Tax | International | Resources |
Buying Guide | Buying Goods and Services (AP and Expenses) | Resources |
Yale University Hotline | Financial Management-General | Resources |
Institutional Standards of Conduct | Financial Management-General | Policy Links |
Month End Calendar | Month-end Financial Close | Resources |
School of Medicine (YSM) Finance Links | Financial Management-General | Resources |
Service Provider – Journal Source Contacts | University Service Providers (USP – formerly ISP) | Resources |
Travel Policies, Forms & Procedures | Travel | Policy Links |
Reimbursed Expenses and 3rd Party Contributions | Travel | Resources |
Service Provider Policy, Forms & Procedures (area #1410) | University Service Providers (USP – formerly ISP) | Resources |
Complete list of COA Procedures, Forms & Guides | Chart of Accounts (COA) | Resources |
Gifts-Policies | Gifts and Endowments | Policy Links |
Payroll Schedule | Payroll & Payroll Costing | Resources |
Datamart Reporting Link | Month-end Financial Close | Resources |
1101 Guiding Principles for Business and Financial Administration | Financial Management-General | Policy Links |
Accounting for fellowships Stipends and Tuition-related items | Accounting for Fellowships, Stipends and Tuition-related | Resources |
Year-end Closing Procedures | Year-end Financial Close | Resources |
Year-end Closing Calendar | Year-end Financial Close | Resources |
Accounting for Inventory Transactions | Inventory | Resources |
Financial Management - Policies | Financial Management-General | Policy Links |
When to use Unallowable Cost Spend Categories | Unallowable Costs | Resources |
Carbon Credit Offsets | Buying Goods and Services (AP and Expenses) | Resources |
Accounting for Building and Land Costs | Accounting for Building and Land | Resources |
About Purchasing Cards (P-Cards) | Buying Goods and Services (AP and Expenses) | Resources |
Express Shipping (eShipGlobal) | Buying Goods and Services (AP and Expenses) | Resources |
Record Cash Sale | Cash Transactions | Resources |
Signature and Approval Authority-Procedure | Financial Management-General | Policy Links |
Yale Budget Tool (YBT) | Planning & Budgeting | Resources |
Business Meals / Food & Beverage | Travel | Resources |
Reclassification and Transfer of Funds - CENTRAL PROCESS OWNERS | Transfer and Reclassification of Funds | Resources |
Reclassification and Transfer of Funds | Transfer and Reclassification of Funds | Resources |
Chart of Accounts (COA) Website | Chart of Accounts (COA) | Resources |
Accounting for Gifts - Training | Gifts and Endowments | Training |
Secondments | Payroll & Payroll Costing | Resources |
Payroll Costing | Payroll & Payroll Costing | Resources |
Journal Entry Resources | Journal Entries | Resources |
Financial Review Checklist | Financial Management-General | Resources |