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...
Business Update
Dropbox individual cloud storage platform now available to Yale departments
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...
Policy and procedures updates as of July 13, 2022
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 (...
Policy and procedure update - July 6, 2022
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...
Some supplier surcharges begin July 1, 2022
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...
Procurement obligations roll forward July 13, 2022
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...
Supporting organizations of Yale University - Annual tax notification reminder
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...Policy update - June 29, 2022
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...
Possible action required: Capital Asset Accounting and Yale School of Medicine MEI asset RFID retagging & FY22 Biennial Inventory
Having completed Phase 1 for all Cost Centers and retagged approximately 63% of Yale’s Moveable Equipment Inventory (MEI) assets, the Capital Asset...
Office of Facilities launches AssetWorks and a new service request form beginning on Friday, July 1
As previously announced , the Office of Facilities will launch AssetWorks to replace its current management system (FAMIS) on Friday, July 1, 2022.
All...Purchase order closures and change orders suspended July 1 – 13, 2022
IRS mileage rate increase for the remainder of calendar year 2022
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...
ePAY system upgrade June 17, 2022 & project update
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...
Office of Facilities replacing FAMIS with AssetWorks – July 1, 2022
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...
Policy & Procedure update - June 8, 2022
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...
Updates to Procurement website on IYY - June 2022
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...
Scheduled maintenance: PaperCut – Sunday, June 5
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...
Zelle remittance messages restricted to alphanumeric characters and limited punctuation marks
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...
Policy update - May 18, 2022
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...
Requisition submission and approval deadlines FY22
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...
COA Closures & Hierarchy changes - FY22 year-end timetable
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...
Possible action required: Requisitions in draft status to be canceled week of May 16, 2022
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...Find Suppliers – Yale now includes Supplier Classification
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...
Fiscal 2022 year-end closing instructions
Links to the instructions and calendar for the year-end close for the fiscal year ending June 30, 2022 (FY22) are available in the online accounting manual . They have been provided below for your...
Updated Labor Plan and FTE Analysis Interactive Report
During last year end, the Labor Plan and FTE Analysis Interactive Report occasionally contained blank columns. This issue has been corrected and a new version of the report will be posted to the Power BI Report Server on...
ePAY project update
As previously announced , the ePAY project (e-Commerce Payment Acceptance at Yale) is working with University departments to standardize credit...
Upgrade to Power BI report server
On May 1, 2022, the Power BI Report Server (PBIRS) will be upgraded to a new version, including new icons and a condensed...
Updated report: Sponsored Award Recent Setups - Yale
The Workday report ‘Sponsored Award Recent Setups - Yale’ has been updated. The Award Contract Owner (ACO/SPFA Accountant) has been added to the prompts. Additionally, several date prompts have been added. Please see screenshot below – all new prompts are highlighted. The addition of these...
Yale’s Office of Facilities replacing FAMIS with AssetWorks
In June 2022, 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...
Policy update - April 20, 2022
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...