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...
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,...
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 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...
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...
The following revised policy document is now published and effective. Please discuss the document with the appropriate people in your department and send any questions to...
In March 2024,...
During the pandemic, the United States Department of Homeland Security permitted interim completion of I-9s remotely for individuals working off campus. That interim period has passed, and I-9 documentation must now be submitted in person . For the I-9 process to be complete,...
The Cost Allocation Deadlines section on the Payroll Schedule page has been updated to clarify the deadlines are in “business days” and not calendar days. The...
The following draft documents, which have completed the committee stages of their formal review, are now available for community review and comment and are posted on the Policies & Procedures Drafts page....
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...
*** Please share these details with individuals in your area of responsibility who need this information.***
Summary
Yale ITS will deploy a patch to the PaperCut print system from 8 - 8:30 a.m. on Sunday, August 20, resulting in an outage. Yale’s PaperCut vendor recommends...The Yale International Tax Office site provides the Yale community with resources to assist with understanding required tax documentation, tax withholding and reporting 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...
Why did Yale discontinue the Bank of America prepaid card program? Bank of America notified Yale that they are exiting the card business.
What do I do with my Bank of...
Why did Yale discontinue the Bank of America prepaid card program? Bank of America notified Yale that they are exiting the card business.
What do I do with my Bank of...
Please share the following information with the appropriate individuals in your unit:
Effective August 1, 2023, Bank of America prepaid reloadable debit cards will no longer be loaded. Those with existing card balances may continue to use the funds on the card. Active cardholders will...
The following draft documents, which have completed the committee stages of their formal review, are now available for community review and comment and are posted on the Policies & Procedures Drafts page....
Effective July 1, 2023, changes to the restrictions of charging sponsored awards were implemented, as follows:
Facility rental charges incurred for use of the Greenberg Conference Center (not Betts House), which is managed by Yale Conferences & Events, are now allowable on sponsored...
Please take note of the following upcoming journal entry deadlines. All dates relate to the June period unless otherwise stated.
Wire payments
Going forward, when entering Supplier Invoice Requests with a payment method of Wire or FXWire, do not include any type of symbol, punctuation mark, or special character other than letters or numbers, in the header business purpose memo field. If...
To ensure successful wire transfers to other countries, here are some tips provided by Accounts Payable and Treasury Services:
Avoid using internet banks: Currently, we have experienced difficulties sending wires to internet banks. It is not recommended to use internet banks for wire...The following policy document, which previously completed its full review and approval process, is now published and effective. Please discuss the document with the appropriate people in your department and send any questions to...
Last month, the Recruiting Strategic Initiative (RSI) team added the interview guide and instructions ,...
Please take note of the following upcoming journal entry deadlines. All dates relate to the June period unless otherwise stated.
Since our...
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.
Since...
As technology changes, so do the ways cybercriminals stage their attacks. Be aware of the new ways cybercriminals use social engineering to trick you into providing access to your account.
Yale is seeing an uptick in attempted social engineering phishing attacks. These attacks consist...
For those University Service Providers (USPs) that do not charge sponsored awards and/or external customers, changes to USP policies and procedures have been implemented. Specifically, the following procedures are no longer a requirement for these USPs, but are a best practice:
Performing...
