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.
Twice a year, UR Financials has a scheduled upgrade, the next occurring on Saturday, March 10. It is expected that this edition will have no end user impacts.
If you have questions please email UnivITHelp@rochester.edu
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:
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!
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.
Questions, please UnivITHelp@rochester.edu