Summary As previously announced , effective September 28, the...
Business Update News from 09/2021
FY21 year-end and first quarter close
September 29, 2021
The general ledger for FY21 officially closed last week, and first quarter FY22 closes the week of October 4, 2021, with the September month-end. When running FY22 financial reports, your July beginning balances reflect the final year-end close balances .
Other...
Research Enterprise Data Mart: NIH required updates to the Other Support Report
September 29, 2021
Summary The Research Enterprise Data Mart team is developing an updated version of the Other Support Report designed to meet the National Institutes of Health requirements going into effect on January 25, 2022. Development of the new format for the Other Support Report includes a solution for the...
Financial Review Checklist (FRC): Revisions and FY22 certification deadlines
September 29, 2021
The Financial Review Checklist ( Form 1101 FR.01 ) has been reviewed and the following revisions and updates have been made:
The quarterly step, “Review Workday Roles,” has been revised to...Finance Internal Controls Approval Authority Training
September 22, 2021
As previously described in the May 5, 2021 Business Update , Task Force 21 was convened to spearhead the first step in developing a long-term financial training program for staff. Task Force 21’s goal was to...
Attention train riders
September 20, 2021
If you commute via train, below are some changes made to services and other valuable information to help with your travels.
CT rail Hartford Line tickets (except 10-ride tickets) are now valid on CT transit Express 950 routes, which offers customers additional mid-day options between...Policy & Procedure update as of September 17, 2021
September 17, 2021
The following procedure document is now published and effective. Please discuss the document with the appropriate people in your department and send any questions to...
Research Enterprise Data Mart update
September 15, 2021
Summary Yale has created a common reporting platform to support the reporting needs of Yale’s administrative operations FY21 work included creation of a new Research Enterprise (RE) Data Mart and the re-issue of key RE reports utilizing Power BI FY22 work will include partnering with the RE...
Purchasing Intake Portal implementation & information sessions
September 8, 2021
Summary On Tuesday, September 28, 2021, the Procurement team will implement a new Purchasing Intake Portal that will formalize the process for requesting sourcing and purchasing support from the Procurement team. Information sessions demonstrating the Purchasing Intake Portal’s functionality and...
Join us and up your cybersecurity awareness!
September 8, 2021
The Yale Cybersecurity Awareness Program is off to a great start. Thank you for building your awareness muscle by participating in our ongoing activities.
Ready to up your awareness in September? Join us for one or more of the...
Workday upgrade September 11, 2021 – What to expect
September 8, 2021
Summary:
On Saturday, September 11, Workday will be upgraded to a new version. Below please find some helpful information to prepare you for the changes.
A snapshot of the changes include:
Business Process User Interface Updates – All Users Workday Global Header – Search box...Tips for sending requests for University Purchasing Cards (P-Cards)
September 1, 2021
To help streamline University Purchasing Card (P-Card) request processing, Procurement has compiled the following tips to use when submitting requests through...
Improved requisition process in Workday
September 1, 2021
Procurement is excited to share the most recent improvement to the requisition process in Workday.
After thorough analysis of industry standard product codes, Procurement has defined an additional 50,000 SciQuest catalog items to automatically default a spend category on the requisition...
New report: Final Financial Report (FFR) Field Amount Exception – Yale
September 1, 2021
A new Workday report titled, “Final Financial Report (FFR) Field Amount Exception – Yale”, has been created. This report will enable users with the Cost Center Financial Analyst (CCFA) role to identify ended awards that have not yet been closed in Workday and contain a variance. The variance shown...
In-progress Accounting Adjustments will now advance to next open period
September 1, 2021
Accounting Adjustments “in-progress” at the time of fiscal period close will no longer be canceled centrally. Workday has delivered new functionality that allows the period to be closed with in-progress transactions that can be approved or manually canceled in the next open period.
...
Enhanced report: Find Supplier Invoices – Yale
September 1, 2021
The following enhancements have recently been made to the Find Supplier Invoices – Yale report:
Payment type added to the prompt Reconciliation Status added to the results (for check payments only) Reconciliation date to the results (for check payments only) Header Memo and Line Memo added...