Summary
As previously announced , the ePAY Project (e-Commerce Payment Acceptance at Yale) is working with University departments to standardize credit...
Business Update News from 05/2024
Process change for requesting updates to account certification roles
February 16, 2022
Effective February 21, 2022, departments and central university units will be able to assign and modify the Account Certification Reviewer and the Account Certification Approver roles for the account certification over which they have responsibility without assistance from General Accounting. As...
REMINDER: On February 28, Secure File Transfer Facility Service will retire
February 10, 2022
Summary
Yale ITS will retire the Secure File Transfer Facility service (files.yale.edu) on Monday, February 28, 2022.
Service users will need to...Upcoming Space Function Survey training session
February 9, 2022
Summary Lead administrators, operations managers, or other designated staff members, who oversee schools or departments that occupy research space are asked to participate in a Space Function Survey training session in March 2022. This course will be led by the Space Function Survey team and is...
New inventory management system to be implemented in FY22
February 2, 2022
As part of an ongoing effort to safeguard University assets as well as continue to meet A-81 Federal Uniform Guidance, a new inventory management system will be implemented in FY22, utilizing Radio Frequency Identification (RFID) technology. RFID technology utilizes radio waves to send and...
Policy & Procedure update - February 2, 2022
February 2, 2022
The following draft document is now available for review and comment and is posted on the Policies & Procedures Drafts site . The document will be posted on the drafts site for a period of 30 days...
Reminder: FY23 - ITS rate change information now available
February 2, 2022
Summary ITS has completed a rate review that will impact the FY23 operating budget for schools and units A new rate table is available online: ITS – Rate Review - FY23 Rates (login required...
FY23 - ITS rate change information now available online
January 26, 2022
Summary ITS has completed a rate review that will impact the FY23 operating budget for schools and units A new rate table is available online: ITS – Rate Review - FY23 Rates (login required...
Supply chain restraints: Impact on desktop and laptop purchases
January 26, 2022
The supply chain issues plaguing multiple industries...
Policy & Procedure update - January 26, 2022
January 26, 2022
The following policy document has been updated and is now published and effective. This document, for regulatory and compliance reasons, was published through an expedited review process that did not include the usual 30-day period for community review. Community comments are, however, still...
Elimination of SPFA Financial Status Report (FSR) notifications
January 26, 2022
Effective immediately, Sponsored Projects Financial Administration will no longer send monthly FSR reminders/escalation emails to departments regarding financial packets that are due. Departments should continue to utilize the Sponsored Report Tracking (Award Tasks) – Yale ...
Cintas additional billing information
January 19, 2022
Starting Wednesday, January 26, the website location to find Cintas additional invoice details not contained in the monthly financial account holder report will move to the Procurement website under...
Requirement to report cash transactions over $10,000
January 19, 2022
The University is required to report certain transactions to the Internal Revenue Service and the Financial Crimes Enforcement Network, where it receives more than $10,000 in cash from a single payer. This rule applies to a single $10,000 transaction as well as two or more related transactions...
Secure File Transfer Facility service retires on February 28, 2022
January 13, 2022
****Updated as of February 22, 2022
SummaryYale ITS will retire the Secure File Transfer Facility service (files.yale.edu) on Monday, February 28,...
FY23 - ITS rate change
January 12, 2022
Summary
ITS has conducted a rate review that will impact the FY23 operating budget for schools and units. A new Rate Table was created and has been posted to ITS – Rate...
Introduction to the Chart of Accounts course: Additional dates added
January 12, 2022
Additional virtual course offerings have been added for the instructor-led Finance course, Introduction to the Chart of Accounts (COA) . Please register via the Training Management System (TMS...
ePAY update
December 15, 2021
Summary
As previously announced , the ePAY Project (e-Commerce Payment Acceptance at Yale) is working with University departments to standardize credit...
Policy & Procedure updates - December 15, 2021
December 15, 2021
The following policy documents are now published and effective. Please discuss the documents with the appropriate people in your department and send any questions to...
Possible action required: Upcoming significant changes to the NIH Other Support page
December 8, 2021
Summary The National Institutes of Health (NIH) has made significant changes to Other Support requirements for Just-In-Time (JIT) and Research Performance Progress Report (RPPR) submissions. The NIH Other Support page and the Third-Party Agreement Library, both developed to...
New Financial Review Checklist trainings added
December 1, 2021
Two new training sessions have been created to assist in completing the Financial Review Checklist (FRC). First, a training has been added to address the Review New Restricted Gifts Established step on the checklist. The training will provide detail on completing this step...
Secure File Transfer Facility Service retirement postponed
November 24, 2021
Summary
In response to service user requests, ITS is postponing the Secure File Transfer Facility service (files.yale.edu) retirement until February 2022 .
Service...Graduate Student Funding project
November 17, 2021
In 2022, Yale will transition to a new Graduate Student Funding (GSF) process, replacing the Graduate Student Payment System (GSPS) with Banner, Workday, and a new data warehouse and data mart. Graduate students, faculty, and staff that support graduate funding will be impacted by this change...
Update: Invoice Aging Calculation – Yale
November 17, 2021
The Invoice Aging calculation has been revised to calculate from the Invoice Received date instead of the Workday Create Date. This revision to the aging calculation will more accurately reflect the true age of a transaction and aid in meeting guidelines for sponsored agreements that require...
Holiday recess schedules and adjusted deadlines 2021
November 17, 2021
Yale University will be closed for the holiday recess from Thursday, December 23 through Friday, December 31, 2021. The following is a brief summary of systems availability, adjusted deadlines, and support services related to this period.
Payroll Schedule and Important...Workday: Search Supplier Records by Unique Entity Identifier (UEI)
November 17, 2021
The federal government will be shifting from using a DUNS number to identify unique entities to a Unique Entity Identifier (UEI) on April 4, 2022. To help identify the correct Supplier in Workday, Supplier Records are now searchable by both the DUNS number and the UEI. UEI is a...
Microsoft Teams to allow external user communication
November 11, 2021
Summary: On Tuesday, November 30, 2021 , Microsoft Teams will be modified by ITS to allow external user communication. You will be able to call, chat, and set up meetings with people external to the University who use Microsoft Teams or Skype for Business and are also using open...
Upcoming changes to the NetID activation and reset process
November 11, 2021
On Thursday, November 18, the Yale Information Security Office (ISO) will release an updated version of the NetID Management Tool.
Members of the Yale community will notice several changes to the NetID activation and password reset processes:
Instead of asking for security questions...Purchasing Intake Portal interactive guide & FAQ now available
November 10, 2021
As previously announced , effective September 28, 2021, the Purchasing Intake Portal is now...
Download the Teams mobile app
November 10, 2021
Summary
Download the Teams mobile app to communicate and collaborate on the go! This app offers all the functions of Teams with additional features to keep you readily connected and productive while on the move.
DetailsThe Teams mobile app offers all the functions of the desktop version...
Research Enterprise Data Mart: NIH required updates to the Other Support Report
November 10, 2021
Summary Deployment and Training for the Other Support solution, in development to meet NIH regulatory guidelines effective on January 25, 2022, will go live on Wednesday, December 1, 2021. Third-Party Agreements Library, a SharePoint solution, will address the requirement to provide supporting...