UR Financials Assistance Update

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The UR Financials email address/mailbox (urfinancials@UR.Rochester.edu) has been decommissioned. Emails sent to urfinancials@UR.Rochester.edu can no longer be responded to. For any questions or concerns with UR Financials, please begin to follow the updated guidelines below.

If you experience an issue not addressed in the self-help materials or after consultation with a project champion, please call your Help Desk for assistance:

IT Help Desk
(585) 275-2000

Medical Center (ISD) Help Desk
(585) 275-3200

A member of the Project Team will contact you regarding your question or concern once a ticket has been opened.

April 19th User Group Meeting

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Please join us for this month’s UR Financials User Group meeting. This group has been created to inform, discuss, and share UR Financials best practice with one another for continued learning and support.

Meeting date/time: April 19th from 1:30 – 2:30 PM. Sign-up to participate in person, or remotely.

Locations: 

  • In-person participation Medical Center:  room 2-7544, (view the second floor CEL Department Map)
  • Remote participation. Zoom participants click here, enter your name and e-mail if prompted. (no password required)

Conference call information: Dial in: 1-888-330-3581; Access Code: 6534022

Meeting agenda is posted below:

  • UR Financials Announcements
  • Workday 28 New Features
  • The Life of a Project FAO
  • Upcoming Events

Presentation materials will be accessible through this link.

MEETING HAS BEEN CANCELLED – User Group Meeting on March 15th

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The User Group meeting scheduled for today has been cancelled due to weather.

 

Please join us for this month’s UR Financials User Group meeting. This group has been created to inform, discuss, and share UR Financials best practice with one another for continued learning and support.

Meeting date/time: March 15th from 1:30 – 2:30 PM. Sign-up to participate in person, or remotely.

Locations: 

  • In-person participation Medical Center:  room 2-7544, (view the second floor CEL Department Map)
  • Remote participation. Zoom participants click here, enter your name and e-mail if prompted. (no password required)

Conference call information: Dial in: 1-888-330-3581; Access Code: 6534022

Meeting agenda is posted below:

  • UR Financials Announcements
  • Workday 28 New Features
  • The Life of a Project FAO
  • Upcoming Events

Presentation materials will be accessible through this link.

Workday 28 Release

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Twice a year, UR Financials has a scheduled upgrade, the next occurring on Saturday, March 11, 2017. This edition does not have any significant end user impacts, however there will be a few new features that we want to bring to your attention:

  • A new Toggle Full Screen Viewing Mode graphical button  has been added to most reports and other grids throughout the application. The button is located above the column headings with the export and filter buttons. The new mode makes better use of screen real estate by showing more rows.

With Full Screen Viewing Mode activated, the grid now consumes the entire browser frame. To exit Full Screen View Mode, click the button again. This will shrink the grid to its usual size, restoring access to the report header, global search, and navigation.

  • The Related Actions button in header areas has been replaced with a button labeled “Actions”. The new button is most prominently seen in the blue page header area.

In other areas, the Related Actions button is still displayed as a graphical button with three dots  that is shown when hovering over an actionable item.

If you have any questions related to the upgrade, please contact the University IT help desk at x52000. Thanks

Join Us – User Group Meeting on January 18th

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Please join us for this month’s UR Financials User Group meeting.
This group has been created to inform, discuss, and share UR Financials best practice with one another for continued learning and support.

Meeting date/time:
January 18th from 1:30 – 2:30 PM. Sign-up to participate in person, or remotely.

Locations: 

  • In-person participation
    Medical Center:  room 2-7534    , (view the second floor CEL Department Map)
  • Remote participation.
    Zoom participants click here    , enter your name and e-mail if prompted.
    (no password required)

Conference call information:
Dial in: 1-888-330-3581; Access Code: 6534022

Meeting agenda is posted below:

  • UR Financials Announcements
  • Cognos Reporting Update
  • UR Financials/Workday 28 Upgrade
  • Upcoming Events

Presentation materials will be accessible through this link.

Sign Up for January’s User Group Meeting

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Please join us for this month’s UR Financials User Group meeting.
This group has been created to inform, discuss, and share UR Financials best practice with one another for continued learning and support.

Meeting date/time:
January 18th from 1:30 – 2:30 PM. Sign-up to participate in person, or remotely.

Locations: 

Conference call information:
Dial in: 1-888-330-3581; Access Code: 6534022

Meeting agenda is posted below:

  • UR Financials Announcements
  • Cognos Reporting Update
  • UR Financials/Workday 28 Upgrade
  • Upcoming Events

User Group slides will be posted just prior to meeting.

Join Us – User Group Meeting on November 16th

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Please join us for this month’s UR Financials User Group meeting.
This group has been created to inform, discuss, and share UR Financials practice with one another for continued learning and support.

Meeting date/time:
November 16th from 1:30 – 2:30 PM. Sign-up to participate in person, or remotely.

Locations:

  • In-person participation
    Medical Center:  room 2-7520    , (view the second floor CEL Department Map)
  • Remote participation
    Zoom participants click here    , enter your name and e-mail if prompted.
    (no password required)

Conference call information:
Dial in: 1-888-330-3581; Access Code: 6534022

Meeting agenda is posted below:

  • UR Financials Announcements
  • Budget and Forecasting Update
  • Cognos Reporting Update
  • Sponsored Award Billing and Collection Efforts
  • Upcoming Events

Presentation materials have been posted on the Resource, User Group page.

Invoice Payment Type Changes in UR Financials

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There will be two (2) changes to Payment Types in the UR Financials system coming this December.

  1. After December 6th, 2016, ACH Manual Payment Type will no longer be used in the UR Financials system and will now be referred to as EFT (Electronic Funds Transfer) Payment Type. This change will impact ALL transactions (both historical, current and future) that used ACH Manual Payment Type.
  2. Within the month of December, new invoice transactions previously termed Wire Manual Payment Type will be marked as EFT Payment Type within the UR Financials system. Note:  Prior transactions will remain as Wire Manual as seen in the Find Supplier Invoice Lines (NCL) URF0992 – seen below
    ach-manual

For questions on these changes, please contact Marta Herman directly.

Sign Up for November’s User Group Meeting

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Please join us for this month’s UR Financials User Group meeting.
This group has been created to inform, discuss, and share UR Financials practice with one another for continued learning and support.

Meeting date/time:
November 16th from 1:30 – 2:30 PM. Sign-up to participate in person, or remotely.

Locations: 

Conference call information:
Dial in: 1-888-330-3581; Access Code: 6534022

Meeting agenda is posted below:

  • UR Financials Announcements
  • Budget and Forecasting Update
  • Cognos Reporting Update
  • Grants Billing Process
  • Upcoming Events

User Group slides will be posted just prior to meeting.

Sign Up for September’s User Group Meeting

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Please join us for this month’s UR Financials User Group meeting.
This group has been created to inform, discuss, and share UR Financials practice with one another for continued learning and support.

Meeting date/time:
September 21st from 1:30 – 2:30 PM. Sign-up to participate in person, or remotely.

Locations: 

  • In-person participation
    Medical Center:  room 2-7544    , (view the second floor CEL Department Map)
  • Remote participation.
    WebEx     participants click here, and enter your name and e-mail if prompted.
    Meeting password is: Workday25

Conference call information:
Dial in: 1-888-330-3581; Access Code: 6534022

Meeting agenda is posted below:

  • UR Financials Announcements
  • Workday 27 Upgrade
  • May User Group Meeting Response
  • Accounts Payable Update
  • Resurrecting Financial Data Warehouse
  • Budget and Forecasting Update
  • Upcoming Events

Presentation materials have been posted on the Resource, User Group page.