Business Update

Revised Financial Review Checklist (FRC): Reviewing Payroll Accounting Adjustments 

October 27, 2021

A new activity step has been added to the Financial Review Checklist ( Form 1101 FR.01 ), to address the need for reviewing Payroll Accounting Adjustments in progress to ensure they are processed...

Updated report: Invoice Aging in Progress – Yale

October 27, 2021
A Sub Award Invoice checkbox has been added to the Invoice Aging in Progress – Yale report in Workday to help filter the invoice results related to subawards. If the checkbox is selected, the report will only return invoices using a Subaward Expense SC217 spend category or for a supplier that is a...

New Finance course offerings: Introduction to the Chart of Accounts

October 20, 2021

Additional course offerings have been added for the instructor-led Finance course, Introduction to the Chart of Accounts (COA) . Please register for one of the upcoming Zoom sessions via the...

Announcing Microsoft's FY22 Enterprise Skills Initiative

October 20, 2021

Discover training opportunities aligned to your role and level of expertise within the ESI Learner Experience Portal (LxP) by participating in Microsoft’s Enterprise Skills Initiative (ESI). Courses include topics such as:

Getting Started with Microsoft Data Analytics Getting Started with...

New: Microsoft 365 support page

October 14, 2021

ITS has introduced a new Microsoft 365 support page to help you utilize the full capability of the Microsoft 365 tools and applications so you can work smarter and get more done...

Reminder: VPN required on campus for Finance Data Model use with PBI Desktop

October 13, 2021

Individuals using Power BI Desktop are reminded that a virtual private network (VPN) connection is required when connecting to the (SSAS) Finance Data Model whether you are on-campus or off-campus. Please ensure that your VPN connection is recent before opening Power BI Desktop....

Cybersecurity Awareness Month: Do your part. Be cybersmart.

October 13, 2021

We all know that cybersecurity risk is increasing worldwide at a rapid pace. It poses a growing threat to the work we do across Yale. But did you know that your small steps can protect Yale’s big mission? By working together, we have the power to make a big difference in keeping Yale safe...

Reporting: Personal use of university vehicles

October 6, 2021

There are yearly tax implications for Yale employees who utilize university vehicles for personal purposes. Yale University is required to report the value of the personal use of a university vehicle by an employee as additional taxable wages on the employee’s Form W-2, Wage and Tax Statement...

Reminder: Annual electronic filing requirement for small, exempt student organizations 

October 6, 2021

Most small tax-exempt organizations whose annual gross receipts are normally $50,000 or less are required to submit Form 990-N electronically, also known as the e-Postcard. If they choose instead to file a complete Form 990 or Form 990-EZ, the e-Postcard is not necessary. For additional...

Workday update: Cancel journals in “Created” status after period close

October 6, 2021

Workday has provided an update which allows users to cancel journals that are in a “Created” status when the ledger period is closed. Previously, journals could not be canceled or edited to change the accounting date, so the journal was left in Created status for the period. While this did not...

Purchasing Intake Portal is now available

September 29, 2021
Summary As previously announced , effective September 28, the...

FY21 year-end and first quarter close

September 29, 2021

The general ledger for FY21 officially closed last week, and first quarter FY22 closes the week of October 4, 2021, with the September month-end. When running FY22 financial reports, your July beginning balances reflect the final year-end close balances .

Other...

Research Enterprise Data Mart: NIH required updates to the Other Support Report

September 29, 2021
Summary The Research Enterprise Data Mart team is developing an updated version of the Other Support Report designed to meet the National Institutes of Health requirements going into effect on January 25, 2022. Development of the new format for the Other Support Report includes a solution for the...

Financial Review Checklist (FRC): Revisions and FY22 certification deadlines

September 29, 2021

The Financial Review Checklist ( Form 1101 FR.01 ) has been reviewed and the following revisions and updates have been made:

The quarterly step, “Review Workday Roles,” has been revised to...

Finance Internal Controls Approval Authority Training

September 22, 2021

As previously described in the May 5, 2021 Business Update , Task Force 21 was convened to spearhead the first step in developing a long-term financial training program for staff. Task Force 21’s goal was to...

Attention train riders

September 20, 2021

If you commute via train, below are some changes made to services and other valuable information to help with your travels.

CT rail Hartford Line tickets (except 10-ride tickets) are now valid on CT transit Express 950 routes, which offers customers additional mid-day options between...

Policy & Procedure update as of September 17, 2021

September 17, 2021

The following procedure document is now published and effective. Please discuss the document with the appropriate people in your department and send any questions to...

Research Enterprise Data Mart update

September 15, 2021
Summary Yale has created a common reporting platform to support the reporting needs of Yale’s administrative operations FY21 work included creation of a new Research Enterprise (RE) Data Mart and the re-issue of key RE reports utilizing Power BI FY22 work will include partnering with the RE...

Purchasing Intake Portal implementation & information sessions

September 8, 2021
Summary On Tuesday, September 28, 2021, the Procurement team will implement a new Purchasing Intake Portal that will formalize the process for requesting sourcing and purchasing support from the Procurement team. Information sessions demonstrating the Purchasing Intake Portal’s functionality and...

Join us and up your cybersecurity awareness!

September 8, 2021

The Yale Cybersecurity Awareness Program is off to a great start. Thank you for building your awareness muscle by participating in our ongoing activities.

Ready to up your awareness in September? Join us for one or more of the...

Workday upgrade September 11, 2021 – What to expect

September 8, 2021
Summary:

On Saturday, September 11, Workday will be upgraded to a new version. Below please find some helpful information to prepare you for the changes.

A snapshot of the changes include:

Business Process User Interface Updates – All Users Workday Global Header – Search box...

In-progress Accounting Adjustments will now advance to next open period

September 1, 2021

Accounting Adjustments “in-progress” at the time of fiscal period close will no longer be canceled centrally. Workday has delivered new functionality that allows the period to be closed with in-progress transactions that can be approved or manually canceled in the next open period.

...

Enhanced report: Find Supplier Invoices – Yale

September 1, 2021

The following enhancements have recently been made to the Find Supplier Invoices – Yale report:

Payment type added to the prompt Reconciliation Status added to the results (for check payments only) Reconciliation date to the results (for check payments only) Header Memo and Line Memo added...

Tips for sending requests for University Purchasing Cards (P-Cards)

September 1, 2021

To help streamline University Purchasing Card (P-Card) request processing, Procurement has compiled the following tips to use when submitting requests through...

Improved requisition process in Workday

September 1, 2021

Procurement is excited to share the most recent improvement to the requisition process in Workday.

After thorough analysis of industry standard product codes, Procurement has defined an additional 50,000 SciQuest catalog items to automatically default a spend category on the requisition...

New report: Final Financial Report (FFR) Field Amount Exception – Yale

September 1, 2021
A new Workday report titled, “Final Financial Report (FFR) Field Amount Exception – Yale”, has been created. This report will enable users with the Cost Center Financial Analyst (CCFA) role to identify ended awards that have not yet been closed in Workday and contain a variance. The variance shown...

Get in on the Cybersecurity Awareness action!

August 25, 2021

Yale’s recently launched Cybersecurity Awareness Program invites you to join us for two fun contests to build your cybersecurity awareness muscle.

August 23-27: Show Your Click with Caution Pride!

Have you seen the Click with Caution virtual background? It’s...

Updated report: Subaward invoices in progress – Yale

August 18, 2021

Prompts for the Subaward Invoices In Progress – Yale report have been updated. The Invoice Cost Center and Invoice Cost Center Hierarchy prompts have been replaced by a single Cost Center/Cost Center Hierarchy prompt. The new prompt is required. This change was made because the old prompts were...

Policy & Procedure update as of August 11, 2021

August 11, 2021

The following policy document is now published and effective. Please discuss the document with the appropriate people in your department and send any questions to...

CISCO telephone migration successfully completed

August 11, 2021

ITS recently completed an initiative to retire the LLCI Nortel PBX system.

Beginning in March through July, 1400+ Cisco phone systems were installed, replacing all Nortel, Avaya, and Cortelco telephones at the Amistad and Seamco buildings, The Anlyan Center, 2 Church Street South, 100...

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