Business Update News from 11/2020

Month-end Close Journal Approval Deadline remains at 5:00 p.m.

November 18, 2020

Due to negative impacts on downstream reviewers during the October month-end close, Accounting Journal approval will revert to the original deadline of 5:00 p.m. on the day of the close. Please note that the Accounting Journal approval change used for the October close had been announced in the...

Purchase Orders - Create Change Order Comment Field now required

November 18, 2020

As of Thursday, November 19 the “comment field” is now required when entering Purchase Order (PO) Change Orders.

Currently, when reviewing a Change Order, any alterations made are not easily identifiable. This often adds a considerable amount of time to the review process. Now when...

Travel tips from Egencia

November 18, 2020
Add Hotel loyalty numbers to your Profile

Regularly update your Egenica profile. Add hotel loyalty numbers to receive best rates and track points. Egencia has added “member- only rates” for Hyatt, Hilton, IHG, and Wyndham to their display. These rates only display if your loyalty number is in...

Report no longer available - Sponsored Payments vs. Expenses – Yale

November 18, 2020

As of Wednesday, November 18, 2020, the report Sponsored Payments vs Expenses – Yale will no longer be available. Payment information on this report does not display.

To view information related to funding and expenses, use the Sponsored Funding vs. Expenses – Yale report. Payment...

New Procurement Toolkit announced

November 18, 2020

The Yale Procurement Team is excited to announce the launch of the Procurement Toolkit. This new resource, created in collaboration with departments from across campus, provides information and guidance to the Yale Community about the Source-to-Buy-to-Pay process. Now live on the It’s Your...

New Controls for Workday Payroll Costing

November 11, 2020

Workday Payroll Costing includes a new control called Allowed Worktags. The control limits the choice of Funds for each Gift, Grant, and Yale Designated when entering transactions. Allowed Worktags are not new to Workday.

Built into the Chart of Accounts (COA) since its inception, this...

Finance Data Mart - New Interactive reports

November 11, 2020

The new Financial Data Mart Interactive Reports are targeted to be available on Monday, November 30, 2020.

Interactive Reports are launched from the Power BI Report Server . Virtual training begins on Tuesday, December 1,...

Travel Tips from Egencia

November 11, 2020

Be sure to add your hotel loyalty numbers to your Egencia Profile. Egencia has added “member-only rates” for Hyatt, Hilton, IHG, and Wyndham to their display. You will only see these rates if your loyalty number is in your Egencia profile, and you click on “see all rates” at the bottom of your...

2020 Turkey Drive - Donations needed by November 16

November 9, 2020

Help the Yale Police Department feed people in need this holiday season during the 4th Annual Turkey Drive . Consider a cash donation to help them purchase Thanksgiving dinners for needy New Haven families.

Since 2016, the...