Business Update News from 06/2020

Account Holder Report by Person (AHR by Person) is now live – (June 29)

June 29, 2020


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:...

Year End Close – Accounting Date for Journals and Adjustments

June 24, 2020

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.


Notifications for accounting journal cancelations

June 24, 2020

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...

AP contacting suppliers encouraging enrollment in direct deposit payments

June 24, 2020

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: Purchase Order closures and change orders Suspended July 1 – 13, 2020

June 24, 2020

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...

Change to Grant Budget Category

June 24, 2020
Summary: Printing and Publications budget category for Grants has been decommissioned Existing budget amounts in this category will be moved to Services Expense Details:

As part of the enhancements to the Account Holder by Person report (AHR by Person report), Grant budget categories were...

Finalize and submit draft expense reports by July 17, 2020

June 17, 2020

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...

Account Holder Report by Person with enhancements available June 29

June 17, 2020
Summary On Monday, June 29, the Account Holder Report by Person (AHR by Person), will be updated with enhancements requested by the community. On-line materials or one of three optional 45-minute...

Yale Health hires new Lead Administrator

June 17, 2020

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...

New date validation when itemizing a PCard expense

June 17, 2020

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...

Policy and Procedure Updates as of June 10, 2020

June 10, 2020

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:...

Mass closure of inactive Purchase Orders

June 10, 2020

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;...

Updated Dashboard and New Workday Report

June 10, 2020
Award Closeout Review Dashboard updated to Tab Views

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...

Long Service Recognition – Finance, Auditing and Business Operations

June 3, 2020

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...

Reminder: Change to Monthly Timecard Codes for M&Ps who are not working

June 3, 2020

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...

FileNet upgrade complete

June 3, 2020

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...