Business Update

During the recent Yale Digital Conference, Lou Tiseo, senior director, Foundational Technology Services, presented an overview and progress report on the Next Generation Network (NGN) program. After the talk, Lou had the opportunity to field important questions on the multi-year project with...

Yale strongly encourages PCard holders to enroll in J.P Morgan’s fraud alert program. Signing up for the program is a simple way to strengthen protections against cyber thieves and fraud. Cardholder alerts notify individuals of suspicious activity on their account and allow them to quickly reply...

On Wednesday, July 24, Yale will introduce changes to the Workday Expenses module. These changes were originally scheduled for the WD31 release in September 2018 but were deferred to a later date.

To learn more about the following changes, please register for an optional...

The following draft documents are now available for review and comment, and are posted on the Policies & Procedures Drafts Site . Prior versions of these documents, for compliance reasons, were recently...

Effective July 1, 2019, the form for requesting access to the legacy Data Warehouse has been updated as part of the decommissioning of Oracle EBS.

Enhancements have been added to these two reports:

Previously, the “Created By” field in the report “EMS View Unapproved Expense Reports – Yale” was blank for expense reports with a draft status....

To prevent potential accounting issues, Procurement will not close FY 2019 purchase orders between July 1 and July 15, 2019.

After 5:00 p.m. on July 15, Procurement will roll forward any purchase order (PO) with an open balance created prior to July 1 to the new fiscal...

Over 370 people turned out for the first ever Ice Cream Social at 25 Science Park. ITS and Yale Finance teamed up to have a joint event as part of the inaugural Staff Spirit Week.

During Yale’s first annual Staff Spirit Week, June 3-7, teams from departments across campus participated in...

Please finalize and submit any draft expense reports by July 12, 2019. Reports that remain in draft will be cancelled. Once expense reports are cancelled the credit card transactions will return to an active status, which can be viewed under “Unexpensed Credit Card Transactions - Yale” report...

Payroll costing allocations for active, filled positions must be in place for the entire base year when obligations are initially created in July. Costing allocations must coincide with the first day of payroll in the new base year, which may differ from the position start date.

In order to complete a deposit, the cash sales process requires using a Revenue Category rather than a Spend Category. While the cash is deposited to the grant, the revenue and F&A generated on the original expense transaction is not reversed. As a result, new validations have been put in...

Registration is now open for international payments training sessions. This training is for departmental administrators responsible for setting up payments to non-US individuals and entities, whether those payments are for services, scholarships, fellowships, royalties, or reimbursements. The...

Please note that an update has been made to the recommended prompts for the Assets and Liabilities – Yale report referenced in the closing packet.

New for FY20 is the Q0 Plan which is now available in the Yale Budget Tool (YBT). After the Corporation Budget is submitted and approved, it can’t be altered. In some cases, departments have unexpected changes or need variances. The Q0 gives units some flexibility to make material changes to...