MEETING HAS BEEN CANCELLED – User Group Meeting on March 15th

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: 1-888-330-3581Access 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

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

Join Us – User Group Meeting on January 18th

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:
January 18th
from 1:30 – 2:30 PM. Sign-up to participate in person, or remotely.

Locations: 

  • In-person participation
    Medical Center:  room 2-7534
    , (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: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below:

  • UR Financials Announcements
  • Cognos Reporting Update
  • UR Financials/Workday 28 Upgrade
  • Upcoming Events

Presentation materials will be accessible through this link.

Sign Up for January’s User Group Meeting

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:
January 18th
from 1:30 – 2:30 PM. Sign-up to participate in person, or remotely.

Locations: 

Conference call information:
Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below:

  • UR Financials Announcements
  • Cognos Reporting Update
  • UR Financials/Workday 28 Upgrade
  • Upcoming Events

User Group slides will be posted just prior to meeting.

Join Us – User Group Meeting on November 16th

Please join us for this month’s UR Financials User Group meeting.
This group has been created to inform, discuss, and share UR Financials practice with one another for continued learning and support.

Meeting date/time:
November 16th
from 1:30 – 2:30 PM. Sign-up to participate in person, or remotely.

Locations:

  • In-person participation
    Medical Center:  room 2-7520
    , (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: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below:

  • UR Financials Announcements
  • Budget and Forecasting Update
  • Cognos Reporting Update
  • Sponsored Award Billing and Collection Efforts
  • Upcoming Events

Presentation materials have been posted on the Resource, User Group page.

Invoice Payment Type Changes in UR Financials

There will be two (2) changes to Payment Types in the UR Financials system coming this December.

  1. After December 6th, 2016, ACH Manual Payment Type will no longer be used in the UR Financials system and will now be referred to as EFT (Electronic Funds Transfer) Payment Type. This change will impact ALL transactions (both historical, current and future) that used ACH Manual Payment Type.
  2. Within the month of December, new invoice transactions previously termed Wire Manual Payment Type will be marked as EFT Payment Type within the UR Financials system. Note:  Prior transactions will remain as Wire Manual as seen in the Find Supplier Invoice Lines (NCL) URF0992 – seen below
    ach-manual

For questions on these changes, please contact Marta Herman directly.

Sign Up for November’s User Group Meeting

Please join us for this month’s UR Financials User Group meeting.
This group has been created to inform, discuss, and share UR Financials practice with one another for continued learning and support.

Meeting date/time:
November 16th
from 1:30 – 2:30 PM. Sign-up to participate in person, or remotely.

Locations: 

Conference call information:
Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below:

  • UR Financials Announcements
  • Budget and Forecasting Update
  • Cognos Reporting Update
  • Grants Billing Process
  • Upcoming Events

User Group slides will be posted just prior to meeting.

Sign Up for September’s User Group Meeting

Please join us for this month’s UR Financials User Group meeting.
This group has been created to inform, discuss, and share UR Financials practice with one another for continued learning and support.

Meeting date/time:
September 21st
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.
    WebEx 
    participants click here, and enter your name and e-mail if prompted.
    Meeting password is: Workday25

Conference call information:
Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below:

  • UR Financials Announcements
  • Workday 27 Upgrade
  • May User Group Meeting Response
  • Accounts Payable Update
  • Resurrecting Financial Data Warehouse
  • Budget and Forecasting Update
  • Upcoming Events

Presentation materials have been posted on the Resource, User Group page.

Join Us – User Group Meeting on September 21st

Please join us for this month’s UR Financials User Group meeting.
This group has been created to inform, discuss, and share UR Financials practice with one another for continued learning and support.

Meeting date/time:
September 21st
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.
    WebEx 
    participants click here, and enter your name and e-mail if prompted.
    Meeting password is: Workday25

Conference call information:
Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below:

  • UR Financials Announcements
  • Workday 27 Upgrade
  • May User Group Meeting Response
  • Accounts Payable Update
  • Resurrecting Financial Data Warehouse
  • Budget and Forecasting Update
  • Upcoming Events

UR Financials Successfully Upgraded – Minimal Changes to User Interface

The UR Financials system upgrade completed successfully this past weekend with very few impacts to the user interface. Read further for more details.

  1. UPDATED Terminology change – Budget is now Plan: The system implemented a terminology change; “Plan” now refers to “Budget” in some areas within the system.  This impacts the following reports where Budget Structure (label) has been changed to Plan Structure (label) within the report filter criteria:
    1. Award Budgetary Balance Summary (NCL) URF0840 report
    2. Award Budgetary Balance Summary Printable (NCL) URF0987,
    3. Award Budgetary Balance Summary Printable URF0986
    4. Award Budgetary Balance Summary URF0331
      All QRCs will have been updated to reflect this change.
      An  alias that links these terms has been implemented. Therefore, when searching for “Budget”, appropriate “Plan” and “Budget” results will return.  Remember:  Using the established report unique identifier, such as URF0987 and/or full report name, will continue to provide best results when searching for reports.
      **This change does not affect the Create Budget Amendment task used by Company Level users with the Accountant role.
  2. Loading Screen: Users now see a Workday home page loading screen immediately after entering user log in credentials. This briefly appears prior to viewing the UR Financials Home page.splash
  3. Rich Text Editor Toolbar: Comment, or reply fields within the UR Financials system now allows rich text editing. Select the Format Text button to view the formatting window with a toolbar.
    format text
    format toolbar
  4. Guided Tour for Errors: If errors are encountered while using UR Financials, the system shows a streamlined error indicator. This location of the indicator has not changed, but no longer lists errors. Users will see only an error indicator showing Errors: quantifier. Users may also notice a tooltip appears when hovering over the quantifier.
    error indicator

    1. When selected, the indicator will collapse, small error indicator as not to impede viewing of information on screen.
    2. Select the indicator to be transported to the error location with a provided description. If multiple errors are present, the description window can cycle through all errors found, automatically relocating itself adjacent to each error.
      example of error indicator
  5. Accessibility Update: The user interface now offers more compatibility with assistive technologies.
    • Input Prompts – Input Prompts, such as single value selection, multiple value selection, and dropdown selection, now have enhanced keyboard navigation and screen reader support.
    • Checkboxes and Radio ButtonsCheckboxes and radio buttons are more accessible through enhanced keyboard navigation and screen reader support.
    • Page Navigation (Headers and Regions) – The system contains updated headers and regions on all pages to work with screen readers in order to assist users with navigation throughout Workday.
    • Multi-view Containers – The multi-view container, as seen in the system’s Inbox, has enhanced keyboard navigation and screen reader support.
    • Error Guided Tours – Error Guided Tours have enhanced keyboard navigation and screen reader support.
  6. UR Financials Announcements: Minor enhancements have been made to announcements within UR Financials.
    • The announcement image (i.e. green circle) has been brought back at first viewing and after selecting the announcement card.
    • The selected announcement shows a new layout that is no longer stacked, but rotates side by side.
    • External links, Custom Report links and Video links may now be included in any announcement.
      announ1announ2

NOTE: Microsoft’s Retirement of IE9/10 and UR Financials:  Internet Explorer version 9/10 will not be supported by Workday as noted at the bottom of the UR Financials Login page. For web browser upgrades and support, contact:
Help Desk: UnivIT: (585) 275-2000 or email: UnivITHelp@ur.rochester.edu
URMC: (585) 275-3200 or email: HelpDesk_ISD@urmc.rochester.edu

For questions on these changes, please email the UR Financials team.

Reporting Classes Back In Session

UR Financials’ instructor led reporting classes are back in session!  Attending a class is just 1 of three steps required for UR Financials certification and access.

UR Financials’ certification requires the following to be completed in order:

  1. Employee has an approved UR Financials (Workday) Access Form submitted to General Accounting. Once received, an email will be sent to the employee providing instructions on next steps.
  2. Employee completes the 45 minute Introduction to UR Financials eLearning course and passes the associated assessment now in MyPath!
  3. Employee registers for UR Financials instructor led class now in MyPath!*. Employee completes the training class and final class assessment.
    New requests for access have registration priority

*Note:  The University of Rochester’s MyPath learning management system will now be used for UR Financials certification due to the decommission of Blackboard for employee use this December. No action is needed for those previously certified in UR Financials via Blackboard.

If you have questions regarding UR Financials classes in MyPath, contact us.  For questions on MyPath contact MyPath Support.