New to UR Financials? Click here for an introduction to the UR Financials website
January 29th AP SIG Meeting with WebEx signup
Please join us for the January AP SIG meeting where we will cover important reminders and answer your questions.
You can join us in person at the Alumni and Advancement Center, Seminar Room 1:00-2:00PM or via WebEx. Please Sign-Up here for an option that is most convenient for you.
For those partaking in the meeting via WebEx, come back to UR Financials website prior to the meeting for connection details.
Conference call info is included below: Dial in: 1-888-330-3581; Access code: 6534022
Meeting agenda is posted below. Presentation materials will also be accessible through this link.
- Reminders
- RFP Check Mail Back Acceptable Reasons
- Supplier Invoice and Documentation
Post Go Live Support: January Close
For the month of January and beyond, your financial transaction data will be accessible using UR Financials (Workday). Use the monthly ledger type report or transaction detail type report to access financial data you need. If you need help finding the correct report, use the Report Crosswalk Tool, or sign up for a Workshop.
Workshops are designed to review tools and reports created to support the transition to the new Financials Data Model as well as well as finding Workday reports. There are several times offered. Sign up for one if you need hands on support.
Updated Financial Form Ready for Use – Journal Entry Form
Before you use any financial form, visit the Finance Form page to download the latest version. These forms may be updated frequently as indicated in the effective date column.
The Journal Entry form has been significantly updated to include printing fixes and required information for Grant journal entries .
Printing has been modified to include printing all data on one page as originally designed. Adding journal lines to the form may increase pages printed.
Journal entries that impact Grants now have additional required information at the bottom of the form. Two clarifying questions have been added for these transaction types.
Please know that the Budget Date should be the date that the charge was incurred (date the service was provided, or materials/supplies delivered) and should be included on the form for all transactions. This is additional guidance to the video training provided.
Notification of Certification for UR Financials
Confirmation of your UR Financials training certification is being announced through the Certified Users list on our UR Financials login page. This list shows users who are certified for access to the Workday system.
This list is being updated daily as many are becoming certified and gain access to the financial system every day. View the list after you pass your Non Company Level Reporting class assessment to see if you are marked as certified for access.
Once you see you name posted, please allow 1-2 days for processing before you log into the UR Financials system. Remember, you log in is the same as your HRMS NET ID and password.
Sign Up for Demo Days
Please join us for the January 21/22/23 Demo Days focusing on Post Go Live Support and Frequently Asked User Questions with answers. Please review the presentation materials prior to the session.
We are pleased to offer three identical sessions to make it easier to attend.
- Wednesday 01/21 Alumni and Advancement Center Seminar Room 101
NOTE: Meeting is back to its original time, 1:30 – 2:30 PM.
For those partaking in this meeting via WebEx, Click Here and enter your name and e-mail if prompted. The meeting password is: workday
Conference call info is included below:
Dial in: 1-888-330-3581; Access Code: 6534022
- Thursday 01/22: River Campus, Schlegel room S207, 3 – 4 PM
- Friday 01/23: Medical Center, Class of ’62 Auditorium room G-9425, 3 – 4 PM
There are still open seats left! Please sign up for an option of your choice.
Post Go Live Support: COGNOS Reporting and Workday Help
Financial transactions created January 1st and beyond will be accessible using UR Financials. For help with finding your FRS report in Workday, use the Report Crosswalk tool which includes report name translations for Non Company and Company Level users.
If you haven’t taken report training yet, sign up for a Non Company Level reporting class today while seats are available.
If you already attended training, are active in Workday and need more assistance, additional support is offered. Several 2 hour Report Workshops are available for registration now. These workshops will show common reports on the production environment, using real data.
On a final note, you will still use COGNOS for your CUMSAL reports and historical financial data prior to 12/31/14.
Join Us For January 21/22/23 Demo Days
Please join us for the January’s installation focusing on Post Go Live Support including Workshops offered and Frequently Asked Questions for the UR Financials system.
We have heard your feedback and are pleased to be offering three identical sessions to make it easier to attend. Please Sign-Up Here for an option that is most convenient for you.
For those partaking in the meeting via WebEx, please Click Here, and enter your name and e-mail if prompted. The meeting password is: workday
Conference call info is included below:
Dial in: 1-888-330-3581; Access Code: 6534022
Meeting agenda is posted below. Presentation materials will also be accessible through this link.
- UR Financials Project Update
- Post Go Live Support Update
- Frequently Asked Questions
- Q&A
Delete Outdated Finance Forms
As you may know, many financial forms have been updated to reflect the new Financial Data Model used in UR Financials.
Please delete your current forms from your hard drive and save for reference (bookmark) the Finance Forms page instead. Here you will find the most up-to-date financial forms with instruction on how to use the Financial Data Converter (FDC) tool for translating your previous FRS account codes.
Remember: From January 9th on, forms will require the appropriate FDM code(s) listed in the account code section. If they are not included, they will be sent back to be added. Processing time will be impacted.
To prevent this, come to our Tools Workshop to learn how to use the FDC Tool.
If you need assistance with completing forms, please your Project Champion.
Post Go Live Support: Report and Tools Workshops Available
For several months, training has been offered to prepare you for the transition to our new financial system and we continue to offer training such as; UR Financials eLearning, Forms video training and instructor led reporting classes with training materials included.
To further enhance your learning experience after you have experience on UR Financials (Workday), we are offering two types of workshops post go live, January 5th. These include Reporting Workshops and Tools Workshops.
If you feel you need more hands on support after you explore your financial data in the production environment and practice the recommended self support suggestions, sign up for one of these sessions. Choose the workshop that meets your needs.
Post Go Live Support: User Call-In Sessions Scheduled
If you currently have access to the UR Financials system you may have acquired some questions upon logging in. The project team has developed User Call In sessions to help address your questions quickly.
These sessions are designed to further assist users with any questions, or issues immediately after Go Live on January 5th. Production access is required for these virtual/online support sessions. Times offered for these support sessions are below.
Please SIGN UP when you have questions, or need assistance after following the Self Help steps. Questions will be answered in the order on the sign up page.
Dates
• January 6, 8, 13, 15, 20, 22, 27, 29
• February 3, 5, 10, 12, 17, 19, 24, 26
Time
1:00 – 2:00 pm
Room
Virtual Only, WebEx will be sent out to users on the sign up list.
January 15th Depositor SIG Meeting with WebEx signup
Please join us for the January Depositor SIG meeting where we will review UR Financials-related deposit processes and answer your questions.
You can join us in person at the Alumni and Advancement Center, Seminar Room 1:00-2:00PM or via WebEx. Please Sign-Up here for an option that is most convenient for you.
For those partaking in the meeting via WebEx, please Click Here, and enter your name and e-mail if prompted. The new meeting password is: Workday1
Conference call info is included below: Dial in: 1-888-330-3581; Access code: 6534022
Meeting agenda is posted below. Presentation materials will also be accessible through this link.
- Journal Sources recap
- When is an RC/SC required on my cash transaction?
- Cash Close Timing /Electronic Deposit Timing
- Banking Entry Form and Treasury site recap
- Automated Postings – credit cards
- Cashiering Location-specific reminders
Updated Crosswalks Available
Several Crosswalks have been updated and are listed below.
When using these tools, you will see that some FRS subcodes have been consolidated under one Spend or Revenue Category. In addition, you will find new Spend and Revenue Categories that don’t currently exist in FRS as subcodes. This is by design as we move to the new Chart of Accounts in UR Financials.
Use the FDC and these Tools: FRS Subcode to Workday Worktags Crosswalk in conjunction with the updated UR Financials Ledger Accounts, Spend & Revenue Category Listing
- FRS Department to Workday Cost Center Crosswalk
- FRS Account to UR Financials FAO Crosswalk
- UR Financials Ledger Accounts, Spend & Revenue Category Listing
- FRS Subcode to Workday Worktags Crosswalk
Where Are Updated Financial Forms Located?
Financial forms that you use such as; Employee Expense, or Request for Payment have been changed due to the implementation of our new financial system and account code structure. Please review the effective dates for all updated forms and download the latest versions located on the Finance Forms web page.
Learn more about the change at UR Financials website and tell a friend!
Can’t Log in? – Certification for UR Financials Requirements
Need access to the new financial system, or think you should? Remember, training certification includes taking and passing both the Introduction to UR Financials eLearning AND the Non Company Level Reporting class for non company level users.
Certification to access UR Financials for non-company level users requires the following items to be completed:
- Has a current COGNOS account, or Workday Access Form submitted
- Taken training and passed all necessary training assessments in Blackboard. This includes the Introduction to UR Financials eLearning AND the Non Company Level Reporting class tests for non company level users.
- Submitted an approved COGNOS Security Verification Report
To check your grades in Blackboard for UR Financials Certification, follow these quick instructions.