Summary
The Account Holder Report by Person (AHR by Person) is now live and is updated with enhancements requested by the community. For on-demand information about these changes, please use this link:...The July accounting period will be open for all activity beginning on Wednesday, July 1, 2020.
When processing accounting journals and accounting adjustments, please be mindful of the date used making sure the transaction is posted in the correct fiscal period.
In...
Beginning on Thursday, June 25, a notification will be sent when an accounting journal is canceled. These notifications will be sent to the individual who originates an entry. The process will run daily at 8:00 a.m. and provide a list of accounting journals canceled the...
Due to the COVID-19 pandemic, Accounts Payable (AP) is trying to cut down on the amount of checks it prints. AP is contacting certain suppliers by email in hopes of encouraging them to arrange for direct deposit payments instead.
As an added security measure, these emails will be...
Action Required : In progress FY 2020 requisitions and change orders, must be fully approved by 5:00 p.m. Tuesday, June 30, 2020.
Procurement will not close FY 2020 purchase orders between July 1 and July 13, 2020 POs created after July 1, 2020 may still be closed during...As part of the enhancements to the Account Holder by Person report (AHR by Person report), Grant budget categories were...
Please finalize and submit any draft expense reports by July 17, 2020. Reports that remain in draft will be cancelled. Once expense reports are cancelled the credit card transactions will return to an active status, which can be viewed under “Unexpensed Credit Card Transactions - Yale” report...
Yale Health is excited to welcome Joanne Roux as their new lead administrator, who started on Monday, June 8, 2020.
Prior to joining Yale Health, Joanne was the Vice President of Finance at Neighborhood Health Plan of Rhode Island. She previously held responsible financial positions at...
Effective Thursday, June 18, 2020, preparers will no longer be able to alter the transaction date of a Purchase Card (PCard) expense when itemizing charges on an expense report.
If an expense report contains an itemized PCard expense and the itemization line date does not match the date...
The following documents were updated, have completed their review period, and are now published as in-force on the Policies & Procedures Website .
Policy 1410 University Service Providers Related Documents:...To reduce the volume of obsolete commitments and obligations, Yale Procurement plans to perform a mass closure of inactive purchase orders (PO) beginning the week of June 15, 2020.
Criteria for the mass closure will be:
PO was created on or before March 31, 2019;...The Award Closeout Review Dashboard will now contain two tabs that distinguish Business Office from the Office of Sponsored Projects (OSP) Central Office review. Due to security constraints, the reports on the OSP tab will only be available to...
Congratulations to Yale staff members who are celebrating milestone service anniversaries from July 1, 2019 through June 30, 2020! Although we were not able to celebrate in person this year, we are no less thankful for their dedication.
Please take a moment to review this year’s...
On April 24, 2020, Employee Services distributed an email regarding changes to monthly timecard codes for M&P employees not working. This is a reminder of those changes. The text of the original communication is below:
Effective with the April 2020 time reporting period [ and...
Yale has been working on an upgrade to FileNet, the Enterprise Content Management System. FileNet is a long-term archival document management system currently housing several million University documents across a dozen repository areas.
The FileNet upgrade launched on June 1, 2020. The...
