The UR Procurement Marketplace (Jaggaer) is upgraded three times a year. The next scheduled upgrade will occur on Sunday, November 10th. It is expected that this release will have minimal end user impacts.
If you have questions please email Procurement_service_center@ur.rochester.edu or call x52012
This past weekend, the UR Financials & UR Procurement (P2P) system successfully underwent a scheduled upgrade. Changes made will not impact the end uses.
If you have any questions please email UnivITHelp@rochester.edu
Twice a year, UR Financials & UR Procurement (P2P) system (Workday) has a scheduled upgrade, the next occurring on Saturday, September 7. It is expected that this edition will have no end-user impacts.
Workday 33 will deliver a new Create Receipt UI on September 7, 2019. More details to follow.
If you have questions please email UnivITHelp@rochester.edu
With recent adoption of updated accounting guidance on leases, please note that new ledger accounts (6346x for lease expense) and spend categories (SC71xxx) are in use for real estate and equipment leases. Lease expenses, such as rents, are now reported with the journal source Expense Recognition.
If you ran monthly ledger or transaction reports before 2:30pm on Wednesday, August 7, your lease expenses may not have been captured. We recommend you re-run those reports.
We have Demo Days on a monthly basis and a whole portfolio of job aids and videos. Check it out on the UR Procurement website.
The FY2019 Year End Close Schedule is now available at the following link.
Questions, Please contact Jennifer Baker, General Accounting Manager
Twice a year, UR Financials has a scheduled upgrade, the next occurring on Saturday, March 9. It is expected that this edition will have no end-user impacts.
Workday 32 will deliver a new Deliver-to field on Requisition checkout page shipping information tab on March 9, 2019. More details to follow.
If you have questions please email UnivITHelp@rochester.edu
The 2019 reporting training schedule is now available in MyPath. The following NCL (Non-Company Level) sessions are for the general user population who only need to run reports.
The training classes will be held at College Town (3rd floor, room 3102) from 1:30-3:45pm on the following dates:
1/15/19
3/19/19
5/21/19
7/16/19
9/17/19
11/12/19
Questions, please send an email to UR Financials team at URFinancialsSupportTeam@UR.Rochester.edu
Thanks
With the implementation of monthly budgets in the UR Budget system, the following reports have been upgraded to add a feature which adds columns for Monthly Budget, Fiscal Year to Date (FYTD) Budget, and FYTD Budget to Actual Variance columns.
For additional details, please refer to this FAO Budgetary Balance Summary (NCL) URF0941 Changes.
Questions, please contact UR Financials Support team.
This past weekend, the UR Financials system successfully underwent a scheduled upgrade. Changes made will not impact end uses.
Workday 31 View Award page has a new award user interface. You’ll see a new, tabular view and all the essential award information will always be available at the award header. If you have questions regarding the location of specific award information, please contact either your Grant Accountant or Senior Grant Accountant in the Office of Research Accounting & Costing Standards.
If you have questions please email UnivITHelp@rochester.edu
Twice a year, UR Financials has a scheduled upgrade, the next occurring on Saturday, September 8. It is expected that this edition will have no end user impacts.
Workday 31 will deliver a new award user interface to the View Award page on September 8, 2018. You’ll see a new, tabular view and all the essential award information will always be available on the award header. More details to follow.
If you have questions please email UnivITHelp@rochester.edu
We just added an additional UR Financials NCL Reporting class scheduled in MyPath for Tuesday, July 17th from 1:30-3:30pm in College Town, 3rd floor, Training room 3102.
Questions, please contact Jeff Meteyer via email.
On Monday, June 11th, we implemented a new module (Procurement) in Workday for a handful of pilot areas. We will be making some changes to user preferences that will impact ALL users going forward that we want to make you aware of
Additional Quick Reference Cards are available here
Both of these settings will be applied to ALL users. Starting on Monday, June 11th, anyone wanting to reset their user preference back can do so by following the instructions in the attachment. You can also access your notification settings using the Manage Preferences link at the bottom of any notification.
In order to better identify the source of Workday notifications for internal and an increasing number of external recipients, several elements of the standard email notification will change, including:
Please contact the UR Financials Support Team (URFinancialsSupportTeam@UR.Rochester.edu) if you have questions or need assistance. Thanks
The FY2018 Fiscal Year End Schedule is now available with key due dates identified. Please review and adhere to these dates to ensure that your transactions are processed in FY2018.