Business Update News from 04/2022

ePAY project update

April 27, 2022
Summary

As previously announced , the ePAY project (e-Commerce Payment Acceptance at Yale) is working with University departments to standardize credit...

Upgrade to Power BI report server

April 27, 2022

On May 1, 2022, the Power BI Report Server (PBIRS) will be upgraded to a new version, including new icons and a condensed...

Updated report: Sponsored Award Recent Setups - Yale

April 27, 2022

The Workday report ‘Sponsored Award Recent Setups - Yale’ has been updated. The Award Contract Owner (ACO/SPFA Accountant) has been added to the prompts. Additionally, several date prompts have been added. Please see screenshot below – all new prompts are highlighted. The addition of these...

Yale’s Office of Facilities replacing FAMIS with AssetWorks

April 27, 2022
Summary

In June 2022, Yale’s Office of Facilities will replace its current management system (FAMIS) with AssetWorks for asset management, billing, procurement, work order, and maintenance processes for Yale’s more than 300...

Policy & Procedure updates - April 20, 2022

April 20, 2022

The following updated policy documents are now published and effective. Please discuss the documents with the appropriate people in your department and send any questions to...

Policy update - April 20, 2022

April 20, 2022

The following policy document, which previously completed its full review and approval process, is now published and effective. Please discuss the document with the appropriate people in your department and send any questions to...

Primary Country and Activity now required for international students in PandA

April 13, 2022

To support tax reporting needs for international students, Prizes and Awards (PandA) transactions will now populate the Country of Activity worktag on the invoice line when imported to Workday. Effective Monday, April 18, PandA users must populate the following required fields (Columns Y – AA)...

Planning for year-end close: Key dates

April 13, 2022

As in past years, the Controller’s Office plans to release the year-end closing instructions and calendar during the first full week of May (on or about May 4, 2022). The instructions and calendar will be posted in the...

Finance course offerings: Introduction to the Chart of Accounts - dates added

April 13, 2022

Additional course offerings have been added for the instructor-led Finance Course,...

Policy & Procedure updates - April 6, 2022

April 6, 2022

The following updated document is now published and effective. Please discuss the document with the appropriate people in your department and send any questions to...

COA Closures & Hierarchy changes - FY22 year-end timetable

April 6, 2022

Please note that prior to the FY22 year-end close period, the last opportunity for Chart of Accounts (COA) requests related to segment closures, cost center hierarchy changes, or reorganizations is May FY22 month-end (calendar June). Please submit all closure or reorganization requests to COA or...

New service for federal grant-funded travel

April 6, 2022
Summary

To ensure compliance with Federal grant funding agency requirements , Yale Travel Management is piloting a new travel booking platform for federal grant-funded travel. The new...