The Financial Data Converter Tool has been updated

The Financial Data Converter Tool has been updated as of September 11, 2014. Not only have the mapping for FRS ledger and accounts to the new Workday FDM been updated, but the interface has recently been improved.  Based on your feedback, a field has been added which will supply the Spend or Revenue category description for easy understanding of the new codes.  Use this tool to help translate your current FRS codes to the new FAO and Spend/Revenue category.

FRS/COGNOS to UR Financials FDM Report – Now Available in COGNOS

As announced at the August Demo Days, the UR Financials project team has developed 2 new COGNOS reports which brings in not only the FRS chart of accounts but also the Workday Financial Data Model equivalent values based on the mapping table.   In essence, this provides COGNOS users with a crosswalk version of their current FRS/COGNOS data in UR Financial terms.  These are useful reports to validate the mapping for your FRS accounts to the Workday FAOs in the new financial system.

The production versions of the FRS terms to UR Financial term reports are now located in COGNOS. You can access these reports based on your current security permissions thru the below path:

https://cognos.dw.its.rochester.edu
go into the #Financial reports/Workday folder, then FRS to Workday comparison reports- Public use folder

Budget values – FRS to Workday terms
Actual expenses – FRS to Workday terms

Please report any issues to the UR Financials mailbox via the Contact Us link.

Sign Up for Demo Days This Week!

As part of the UR Financials project effort, monthly Demo Days events were held to introduce Workday and demonstrate its functionality. We have since transitioned to informational sessions, starting with a project update followed by a spotlight on a relevant topic.

August’s installation has been changed to focus on the UR Financial Survey Results, areas of opportunity and the action items that we have identified to address them. Please review the presentation materials prior to the session AND come prepared to provide feedback.  This will be an interactive event.

Wednesday 8/20: Alumni and Advancement Center Seminar Room 101, 1:30 – 2:30 PM
Thursday 8/21: River Campus, Gleason 318/418, 3 – 4 PM
Friday 8/22: Medical Center, G-9425 Class of ’62 Auditorium, 3 – 4 PM

There are still open seats left! Please access the UR Financials website to sign up for an option of your choice.