2019 UR Financials Reporting Class Schedule

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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

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

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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

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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

UR Financials Gets an Upgrade

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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

Changes To User Preferences Effective June 11, 2018

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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: noreply@myworkday.com
  3. Footer: Updated with University name and address
  4. Reply-To Email: noreply@rochester.edu (not shown)

Please contact the UR Financials Support Team (URFinancialsSupportTeam@UR.Rochester.edu) if you have questions or need assistance.   Thanks

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.