Leases and Rentals spend category update

Name and usage changes for the following existing leases and rentals spend categories:

Removing “Leases and” from the name

  • Rentals Document Storage (SC51900)
  • Rentals Equipment (SC51950)
  • Rentals Other (SC52000)
  • Rentals Property (SC52050)

These spend categories should only be used for non-lease transactions.  To be in compliance with the new FASB lease accounting guidelines, effective July 1, 2019 for the University of Rochester, please contact UR Real Estate Office for space or UR Treasury for equipment if you have any lease transactions.  Please refer to the UR Financials Chart of Account Spend and Revenue Category Definitions that will guide you how the above rentals spend categories should be utilized.

UR Financials Reporting Training Schedule for 2020

We have scheduled UR Financials report training for the first half of 2020.  Registration is available in MyPath by searching on “UR Financials” and select the “NCL Basic” course.  All instructor led training classes will be at College Town on the 3rd floor, room 3102 which is just beyond the break room on the right inside the double doors.   Class size is limited due to room capacity.

Thursday, January 23, 2020 from 9:30-12:00

Tuesday, February 11, 2020 from 9:30-12:00

Wednesday, March 18, 2020 from 9:30-12:00

Thursday, April 16, 2020 from 9:30-12:00

Tuesday, May 19, 2020 from 9:30-12:00

Tuesday, June 16, 2020 from 9:30-12:00


UR Financials & UR Procurement (P2P) Gets an Upgrade

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

New lease expense spend categories and ledger accounts

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.

2019 UR Financials Reporting Class Schedule

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:







Questions, please send an email to UR Financials team at


FAO Budgetary Balance Summary – Monthly Ledger Printable (NCL) URF0941/0940 Reports Get an Upgrade

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.

UR Financials Upgraded

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

UR Financials Gets an Upgrade

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

Changes To User Preferences Effective June 11, 2018

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

  1. Any user currently responsible for approving journal entries will receive an immediate email (with link to the transaction) notifying them that action is required in their Workday inbox
  2. Any user that currently has reports scheduled or grants that have an award amendment that has been processed will receive a “Daily Digest” around 5pm each day that contains all the aforementioned items
  3. Any initiator of a journal or one of the areas implementing the procurement module on Monday will receive a “Daily Digest” notifying them of approved transactions.

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:

  1. From Name: University of Rochester (Workday)
  2. From Email:
  3. Footer: Updated with University name and address
  4. Reply-To Email: (not shown)

Please contact the UR Financials Support Team ( if you have questions or need assistance.   Thanks