Yale Travel Management has initiated a pilot program for World Travel, Inc. (WTI), a new travel booking platform for federal grant-funded travelers that helps ensure compliance with...
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...
As previously announced , under the sponsorship of the Office of Public Affairs and Communication, Yale ITS is upgrading YaleSites, Yale’s web-publishing service. The YaleSites team will...
Additional course offerings have been added for the instructor-led Finance Course called the “ Introduction to the Chart of Accounts (COA) ” to be held via Zoom. Please register via the...
To support stronger financial controls over the timeliness of review, correction, and the year-end financial close, non-sponsored Payroll Accounting Adjustments (PAAs) and Accounting Adjustments (AAs) will no longer be allowed on original transactions that are over 12 months old. To...
Basecamp will be discontinued as an ITS service offering on Thursday, September 1 . Basecamp has seen declining usage at Yale, and its administrative tooling...
On Tuesday, July 19, 2022 at 9:00 AM , Yale will transition to the new Graduate Student Funding (GSF) process using Banner, Workday, and a data mart for graduate school payment transaction execution. The new system uses Power BI for reporting. Training is underway. Impacted...
Dropbox is an individual cloud storage platform now available to departments as a subscription service through ITS. Dropbox is approved for low-risk data and allows collaboration between those at Yale and external collaborators using the Dropbox platform.
The Dropbox subscription...
The following draft documents are now available for community review and comment and are posted on the Policies and Procedures drafts website . The documents will be posted on the drafts site for a period of two (...
The following procedure has been updated and is now published and effective. Please share the document with the appropriate people in your department. Send any questions or feedback to...
Effective July 2022, several Yale suppliers will begin implementing surcharges on orders. The surcharges are the direct result of commodity cost increases, supply chain issues, and labor constraints that started in 2020, but remain significant challenges today.
The surcharge...
Beginning at 5:00 p.m. on Wednesday, July 13, 2022, Yale Procurement will start a “roll-forward” process. This process will automatically update the budget date to July 1, 2022, on all purchase orders and supplier contracts with open obligations created before July 1, 2022.
Obligations...
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:
A...The following updated documents are now published and effective. Please discuss the documents with the appropriate people in your department and send any questions to...
Having completed Phase 1 for all Cost Centers and retagged approximately 63% of Yale’s Moveable Equipment Inventory (MEI) assets, the Capital Asset...
As previously announced , the Office of Facilities will launch AssetWorks to replace its current management system (FAMIS) on Friday, July 1, 2022.
All...Effective Friday, July 1, 2022, the IRS standard mileage rates for the use of a car, van, pickup truck, or panel truck will be:
62.5 cents per mile for business purposes 22 cents per mile for medical or moving purposesThe updated mileage rates are applicable to expenses incurred on or...
System Upgrade
The ePAY site platform, TouchNet, will be issuing a new software release on June 17, 2022. The software release is primarily administrative and will not impact site functionality. There will be no expected disruption of service. Site customers will see that the navigation...
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 buildings on...
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...
The Procurement website on It’s Your Yale will undergo several changes starting on Friday, June 10, with all changes being fully visible by Monday, June 13. The site will be more contemporary, easier to navigate, and outdated content removed. View and bookmark helpful links that will be featured...
Yale ITS will perform planned maintenance on the PaperCut system on Sunday, June 5, from 7:00 - 9:00 a.m. Printing through PaperCut will not be available during this time.
Upgraded desktop software will be made available at a later date but are not required at this time.
No...
To prevent failures when transmitting Zelle transactions to the bank, Accounts Payable recently modified the remittance message sent to students to exclude characters other than letters, numbers, and supported punctuation marks (e.g., commas, periods, hyphens, etc.).
Common punctuation...
The following policy document has been updated and is now published and effective. In order to implement a key internal control measure, this document was published through an expedited review process. Community comments are, however, still welcomed and encouraged. Please discuss the document...
Requisitions greater than or equal to $10,000 must be submitted before Friday, June 10, for review by Purchasing Services . Approvers in the Workday workflow process should fully approve all open requisitions by Thursday, June 30, at 3:00 p.m. for inclusion in...
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 / reorganization requests to COA or...
During the week of May 16, any requisition in draft status with no activity for the past 30 days will be canceled. This process will subsequently occur monthly by the third business day of the month.
Why is a Requisition in Draft Status? Requisitions may be in draft status...The Find Suppliers – Yale report now includes Supplier Classification data, identifying attributes such as Minority-Owned, Women-Owned, Veteran-Owned, and U.S. Small Businesses. A Supplier Classification prompt allows users to search for suppliers with specific classifications. For suppliers...
