University IT has been working with the Workday implementation teams to ensure a smooth transition for systems impacted by the changes to the Chart of Accounts. As the format of account and subcode get replaced by the Workday terminology of FAO and FAC, the data construct changes (6 digit account numbers now become 8 alphanumeric FAOs; 4 digit subcodes become 7 alphanumeric digits) .
The following are secondary systems / areas investigated for change in Chart of Accounts impact:
Student Employment Office
TransAct ( Food Services)
Med Ctr Payroll Deduction
RC Cashier Offices
Conference & Events
Memorial Art Gallery
Eastman School of Music
If you believe that you may have a situation with a system not listed above that could be affected by the Chart of Accounts change, please contact Jeff Meteyer ( 585-406-1066, firstname.lastname@example.org) for review.
GL/COA team co-leads Kathy Strojny and Patty Stevens led two informational sessions at the Simon School of Business and the Medical Center on November 5th and 8th. The presentations provided a general overview of the UR Financials project and timeline. They also introduced the Financial Data Model (FDM), which is the replacement for the FRS chart of accounts, and worktags, which are the underlying building blocks. The sessions were well-attended and a dynamic discussion followed the presentation of materials. The slides, which include a crosswalk from FRS to Workday, are posted under Resources > UR Financials Project General Information.
The preliminary cross reference between FRS subcodes and Workday worktags is available for use. The Excel spreadsheet allows users to look up their favorite FRS subcodes and determine the corresponding Workday Spend Category, Revenue Category, and Ledger account. As additional subcodes are added to FRS, the UR Financials team will update the cross reference to reflect the changes.
Refer to the crosswalk spreadsheet here.
Feedback or questions, please use the Contact Us link on the UR Financials website
To be held Thursday July 18th from 3:00pm – 4:30pm at the Medical Center Building, first floor in 1-9545 Natapow Conference Room
The Grants team will be providing an update on the UR Financials implementation and discussing the SIG member role. The team will go through the process of setting up an award in Workday and will review and discuss business process improvements.
Slides for the meeting can be found under the Resources > Grants Management SIG tab.