Business Update News from 09/2019

Under development - Finance Data Mart and financial reporting tool and survey – (Sept. 25, 2019 article)

September 25, 2019

Work is underway on a Finance Data Mart, which will provide business office staff with easier access to financial data. Together, ITS, Finance, Business Operations, and Human Resources are developing a Finance Data Mart to serve the needs of the Business Operations community.

Survey Request...

Coming soon - New and improved IT phone request forms

September 25, 2019

To streamline the process for ordering desk phones, ethernet connections, or other phone services, the IT Desk Phone team created two new request forms and updated several existing forms.

These forms will make it easier for users to request adjustments to voicemail and other customer...

Coming soon - Accounting adjustments

September 25, 2019

In October, Yale will make available new Accounting Adjustment functionality in Workday. This new task will provide individuals the ability to make changes to budget dates, Chart of Accounts (COA), and in some cases spend category for paid supplier invoices, supplier invoice adjustments and...

Changes to immunization documentation requirements

September 25, 2019

Yale Health wishes to bring to your attention some changes to the immunization documentation requirements that will be updated in the TMS system. These immunizations only impact employees working at the Schools of Medicine and Nursing, and Yale Health.

Currently, employees have an option...

Improved online Accounting Manual

September 25, 2019

General Accounting has completed the first phase of enhancements to the online Accounting Manual. The website has been updated to improve usability, and obsolete information has been removed.

The Accounting Manual is a resource that provides information and guidance for accounting and...

Reminder – FY19 GA Sweep runs this month

September 18, 2019

This is a reminder that the fiscal 2019 year-end General Appropriations (GA) Sweep will run with the final June close in September. Per the fiscal 2019 year-end close calendar, the final June close is planned for Tuesday, September 24, 2019.


Information on Air travel expense accounting added to online Accounting Manual

September 18, 2019

A new document has been added to the online Accounting Manual. It outlines how to appropriately record air travel costs including guidelines on breaking out business class fares in accordance with the University travel policy. The Accounting Manual is a resource that provides information and...

New spend category for non-capitalized furniture purchases

September 18, 2019

For improved monitoring of non-capitalized furniture purchases, a new spend category has been created called Supplies - Furniture (SC758). Effective immediately, this new spend category must be used instead of Supplies - Equipment (SC583).

All non-capitalizable furniture purchases must...

Yale’s Budget 101

September 18, 2019

In the Yale’s Budget 101 video , chief financial officer, Steve Murphy, explains where Yale’s revenue comes from and how we allocate funds to support the...

Workday Update September 7 - What to expect

September 11, 2019

On Saturday, September 7, Yale updated Workday to a new version. Below please find some helpful information about the changes.

Action button color change

The primary action button that appears at the bottom of the screen during business processes (including:...

Leave of absence enhancements

September 11, 2019

Starting on Monday, September 16, The Standard, Yale’s leave-of-absence vendor, is updating their communications with simplified language and a customizable section within the message. These changes will help managers better understand the leave updates and the required action steps.


Action required - Airgas acquires Tech Air

September 11, 2019

Yale’s preferred vendor, Airgas, recently acquired Tech Air –another industrial specialty gas company. Airgas is working with Tech Air to create new accounts. Once the new accounts are established, Yale departments will need to create new standing purchase orders (POs) with Airgas...

Workday accounting adjustments - Coming soon

September 11, 2019

This fall, Yale will make available a new functionality that provides the ability to adjust the Chart of Accounts (COA), budget date and, in some cases, spend category for paid supplier invoices and expense reports. This Workday feature will provide clearer visibility to the source transaction...

Yale Advantages Program - September special

September 11, 2019
Employee Auto Buying Program powered by YouDecide.

Yale employees in the market for a new or used car can shop for deals by accessing the YouDecide Employee Auto Buying Program . This Yale Advantages program is administered by...

ID Center offers passport photos and notary services

September 5, 2019

Yale Public Safety Services now offers two new services: notary and passport photos.

Get travel-ready with two perfectly sized, professional-quality photos. Passport photo services are available only at Yale ID Center , 57 Lock Street, Monday...

When to close purchase order requistions

September 4, 2019

Recently, Yale Procurement has noticed an marked increase in purchase order (PO) closure requests. These “Close Purchase Requisitions” are submitted to close issued POs. Not all issued POs need to be closed. This action should only be taken when the PO is fully received and invoiced and there is...

Deborah Stanley‐McAulay promoted to Associate Vice President for Employee Engagement and Workplace Culture.

September 4, 2019

Janet Lindner shared this communication with members of the Yale community.


Dear Colleagues,

I am delighted to announce that Deborah Stanley‐McAulay has been promoted to Associate Vice President for Employee Engagement and Workplace Culture.

In her...

Update - AHR-PI report and Hyperion Portal

September 4, 2019

After feedback from the community, several changes will occur over the next few months to improve financial data reporting experience. This is the first of several communications about the anticipated changes.

In October, the Account Holder Report by Person (AHR-PI) will transition to...