Business Update News from 10/2019

Blood Drive at 25 Science Park

October 31, 2019

The need for blood is constant and only volunteer donors can fulfill that need for patients in our community. Nationwide, someone needs a unit of blood every two to three seconds and most of us will need blood in our lifetime. Your donation will save up to three lives.

The Red Cross is...

SciQuest no longer functions in IE versions 6 - 10

October 30, 2019

As of November 11, 2019, SciQuest will no longer function in Internet Explorer (IE) versions 6 to 10. Although IE versions 6 to 10 were not supported by SciQuest, organizations had been able to access and use SciQuest in these older browser versions. This will no longer be the case after...

Accounting Adjustments – Canceled at month end

October 30, 2019

Accounting adjustments with an “in progress” status prevent completion of the month-end close. Therefore, any accounting adjustments “in progress” as of 5:00 p.m. on the day of the month-end close will be canceled. Please note, accounting adjustments cannot be copied into the next period,...

Personal use of University vehicles reporting

October 30, 2019

There are yearly tax implications for Yale employees who utilize university vehicles for personal purposes. Yale University is required to report the value of the personal use of a university vehicle by an employee as additional taxable wages on the employee’s Form W-2, Wage and Tax Statement...

Annual electronic filing requirement for small exempt (Student) organizations - Reminder

October 30, 2019
Reminder for Certain Student Organizations: Annual Electronic Filing Requirement for Small Exempt Organizations – Form 990-N

Most small tax-exempt organizations whose annual gross receipts are normally $50,000 or less are required to submit Form 990-N electronically, also known as the e-Postcard...

New Director of Finance and Administration joins Yale Divinity School

October 30, 2019

Recently, the Yale Divinity School Dean, Gregory E. Sterling, announced the hiring of their new Director of Finance and Administration.

———–

Dear Colleagues,

I am writing to let you know that our search for a new Director of Finance and...

Accounting manual – Capital asset information added

October 30, 2019

Two new documents have been added to the online Accounting Manual. The documents share information about the lifecycle of capital projects and provide instructions for determining funding and disbursements on capital projects. The Accounting Manual provides information and guidance for Yale...

Account Holder Report by Person is Live on Power BI

October 30, 2019

The newly re-platformed Account Holder Report by Person is now LIVE on the Power BI Report Server.

While the general appearance of the report, including the format as a PDF will remain the same, Yale has delivered several...

Yale Police Department Turkey Drive - Make a difference

October 30, 2019

Help a family in need this Thanksgiving by contributing to or volunteering for the annual Yale Police Department (YPD) Turkey Drive. The YPD is accepting monetary donations now through November 15 to purchase turkeys and non-perishable foods. We are also seeking volunteers to pack food bags and...

New in Workday – Payroll Forward Accrual now to include fringe expense

October 23, 2019

The Payroll Forward Accrual estimates payments through the end of a financial reporting period. This only occurs when the pay period spans multiple financial periods. The accrual books estimated expenses through the current month and reverses it on the first day of the subsequent month. Until...

Workday changes search feature to support accessibility

October 23, 2019

Until recently, when individuals tabbed away from a prompt after entering a partial search, Workday returned focus to the prompt. In that instance, only search results showed instead of the next active item on the page. This month changes were made to support accessibility. When individuals tab...

New reporting tool – Monthly Financial Review Checklist dashboard

October 23, 2019

A new Workday dashboard is now available that assists business office staff completing the monthly financial review checklist. The dashboard provides a summarized view of select key reports included in the monthly financial review checklist. Individuals must still complete the full checklist of...

AHR-PI re-platform and Hyperion Portal training offered

October 16, 2019

In an effort to improve the financial data reporting experience for the business operations community, the Account Holder Report by Person (AHR-Person) will transition to the Power BI report server on October 30, 2019. While the general appearance of the report, including the format as a PDF...

Report enhancement: SOA Actuals by Fund Summary - Yale and FD29 Hierarchy Move

October 16, 2019

The “SOA Actuals by Fund Summary - Yale” Workday report has been updated for two items. The report will now separate the financial activity of FD29 Industry Clinical Trials from the other two Grants and Contracts funds 02 and 28. In addition, the report will display GA Sweep activity under the...

Finance and Business Operations Organizational Announcement

October 16, 2019

Steven Murphy, Vice President of Finance and Chief Financial Officer, recently announced an organizational change. —

Dear colleagues,

I am pleased to announce that Jennifer Franssen has been promoted to the new Deputy Director for Financial Planning and Analysis reporting...

Running Windows 7? Action is required

October 16, 2019
This information applies only to those individuals running the Microsoft Windows 7 operating system on their computer. Windows 7 will no longer be supported by Microsoft after January 14, 2020. Devices running Windows 7 will not meet the required University’s minimum-security standards after...

SpotHero parking - Now live at Bradley Airport and in Toronto, Canada

October 10, 2019

The SpotHero iPhone app provides access to thousands of garages, lots, and valets nationwide. Whether someone is commuting to work, heading to the airport, or exploring a city, SpotHero helps individuals locate a parking spot.

SpotHero is now live at Bradley International Aiport, Toronto...

Important sales tax updates

October 9, 2019

Please note, this message replaces and supersedes the communication issued on September 18, 2019 regarding the increased tax rate of 7.35% on meals and beverages. The Connecticut Department of Revenue Services issued revised guidance as to what constitutes a “meal” under the...

Cybersecurity begins with you

October 4, 2019

National Cybersecurity Awareness Month has officially begun yet protecting Yale’s data — and your own personal information — is a year-round job. Staying cybersecure is especially important as the lines between our work and personal lives become increasingly blurred. IT Cybersecurity has...

Two new telephone request forms

October 3, 2019

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

FY19 Year End and First Quarter Close

October 2, 2019

The general ledger for FY19 officially closed last week, and first quarter FY20 closes this week with the September month-end. When running FY20 financial reports, the July beginning balances reflect the final year-end close balances. Other information and reminders...

Reminder - New accounting adjustments starting October 7, 2019

October 2, 2019

On Monday, October 7, 2019, 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...

Policy and form update

October 2, 2019

The following policy and form have been updated have been updated to clarify the process for requesting and receiving approval prior to direct charging administrative salaries, information technology services (ITS) and telecom costs:...