Financial Resources

Explore many informative and helpful resources and tools designed to aid you in your work and achieving your goals.

• Accounting Manual
  The Accounting Manual is a resource that provides information and guidance for accounting and financial management activities. The intended audience is Yale staff with accounting and financial management responsibilities.
  Accounting Manual
• Controller’s Office Factsheet
  Controller’s Office Factsheet summarizes frequently used financial and administrative information.
  Controller’s Office Factsheet
• Procurement Toolkit
  The procurement toolkit provides a comprehensive guide to the procurement process, encompassing all stages, from sourcing to buying to paying. The toolkit offers insights into best practices for vendor selection and management and guidance on negotiating contracts and ensuring compliance with relevant regulations. If you require additional information, you can refer to Procurement Toolkit Overview.
  Procurement Toolkit
• Training Guides
  eShip global is Yale’s online shipping solution that allows you to create airbills and track shipments with FedEx, UPS, USPS, and DHL through third-party services which significantly reduces invoice errors.
  eShip Global
  If you are looking to understand how the procurement process is managed in Workday, review the information available on SciQuest.
  SciQuest
• Workday Financials
  Discover training resources for Workday financials topics, including a chart of accounts, expenses, finance, procurement, and sponsored awards on the Workday financials page. The resources are presented in various formats: videos, training guides, quick guides, and other support documentation.
  Workday Training – Financials