Business Update News from 09/2023

FY23 year-end and FY24 first quarter close

September 27, 2023

The general ledger for FY23 officially closed last week, and the first quarter FY24 closes the week of October 4, 2023, with the September month-end. When running FY24 financial reports, your July beginning balances reflect the final year-end close balances .

The year-...

Updated interactive report: Payroll Details

September 27, 2023

Beginning on Thursday, October 5, 2023, the Payroll Details interactive report available on the Power BI Report Server will have the following enhancements:

Payroll by Employee All Comp tab: Ability to choose multiple...

Possible action required: PCard suspension notices

September 20, 2023

In accordance with University Procedure (3215 PR.01 Yale Purchasing Card Procedure), the PCard office will be sending out suspension notices for unexpensed PCard transactions that have aged greater than 90 days.

Three notices of Yale Purchasing Card Noncompliance (3215.3 Yale Purchasing...

Possible action required: Account Holder Report and Financial Activity and Balances reports

September 13, 2023

To maintain an accurate and more efficient list of monthly Account Holder Report (AHR) and Financial Activities and Balances (FAB) report subscriptions, the Finance Reporting and Analytics Team is requesting that report owners review all subscriptions in a “Disabled” status before October 4,...

Annual tax notification reminder: Supporting organizations of Yale University

September 13, 2023

In accordance with U.S. Treasury Regulations, certain charitable organizations established to support Yale and operated in connection with the university (referred to as “Type III supporting organizations”) are required to provide the following information to the university annually:


Policy & Procedure updates - Sept. 6, 2023

September 6, 2023

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

Workday upgrade Sept. 9, 2023 – What to expect

September 6, 2023

On Saturday, September 9 , Workday will be upgraded to a new version. Please find links to helpful information to prepare you for the changes in the Details section below. A snapshot of the changes include:

Business Process User Interface Updates – All...