UR Financials User Group Meeting – March 21st from 1:30-2:30pm in Med Center Room 2-7536

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We will be having our next UR Financials User Group Meeting on March 21st from 1:30-2:30pm in the Med Center Room 2-7536.  We have provided a Zoom link below in the event that you need to participate remotely.

Draft Topics to Include:

  1. Workday 30 Features and Changes
  2. UR Financials In Person Training Schedule
  3. UR Financials On Demand Training Videos
  4. Preview of Upcoming Workday Projects
  5. Questions and Answers

Locations: 

Conference call information: Dial in: 1-646-876-9923, Access Code 525-078-5501#

User Group Material will be posted on the website prior to the meeting.

Looking forward to seeing everyone in person!

New UR Financials (Workday) User Interface Appearing on December 14th

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UR Financials (Workday) has a scheduled user interface change that will be implemented on Thursday, December 14th.  The user interface change is necessary before the next Workday release in March 2018.  The user interface will look different than the current interface.  Detailed changes and a map depicting the changes are in the attached document.

WD29 User Interface Refresh

Questions, please  UnivITHelp@rochester.edu

 

New UR Lease Administration Project Underway

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UR The Financial Accounting Standards Board (FASB) has issued new lease accounting guidelines that will directly affect operating leases with terms exceeding 12 months, particularly in areas with contractual / embedded lease agreements.

If you have any lease contractual agreements originating outside of Treasury, Real Estate, IT or are unsure if you manage a lease, please contact us at URLeaseAdministration@ur.rochester.edu. The UR Lease Administration team will follow the necessary steps and action to ensure those affected by the new standard are well informed and guided through a smooth transition process.

For more information and the timeline that follows this project, visit: http://www.rochester.edu/adminfinance/urfinancials/ur-lease-administration-project/. If you have any questions or concerns, contact us at: URLeaseAdministration@ur.rochester.edu.

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