Business Update News from 02/2024

To continue maintaining 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 an error status before March...

In January 2024, a correction was made to the ledger account mapping that directly impacts sponsored award interest on Account Holder Reports. In Workday and on AHRs, interest historically was displayed on the general ledger as a revenue category (41003), which appeared as a contra-expense...

Over 15 finance-related courses are now available in Workday Learning . Some of these are newly developed courses and some are updated versions of courses that existed previously in TMS.

Managers should review the courses and work...

A new report, ‘Finance Custom Reports I Can Run – Yale’ has been created to help users see their Workday finance reporting inventory in one location. The report will run based on users’ security so that the inventory that populates is unique to their role and access. The report is filterable and...

The following draft document, which has completed the committee stages of its formal review, is now available for community review and comment and is posted on the Policies & Procedures Drafts page . ...

To enable Yale’s mission, simplify and standardize financial services in order to make life easier where everyone has a role in building a strong culture of financial integrity, insight, and stewardship of Yale resources.