Special Interest Group (SIG) – General Ledger / Chart of Accounts

Tuesday July 30th from 9 – 10 am held at the Alumni & Advancement Center building in Seminar Room 101.

The General Ledger / Chart of Account Special Interest Group members will discuss the following agenda.

  • Brief Financial Data Model (FDM) Overview
  • Conceptual view of Workday’s Spend Categories
  • Allocations ONLY
    • Review Spend Category values

All GL / COA SIG meeting documents can be found on the Resources > General Ledger/Chart of Accounts tab.

Special Interest Group (SIG) – Accounts Payable Meeting

To be held Thursday, July 25th from 1:00pm – 2:00pm at the Alumni and Advancement Center on East River Road, Board Room (C120)

The focus of this meeting will be a review of the impacts that we have identified so far that our Workday implementation will have on the University community.  The goal is to identify additional impacts, verify the magnitude of the impacts, and prioritize them such that we can follow up with appropriate communications and training.  In preparation for this meeting, please consider all the changes we have discussed so far related to new suppliers, invoice entry, and approvals in Workday.  Think of the related issues/impacts for which you feel additional communication and/or training is needed.

Special Interest Group (SIG) – Grants Management Meeting

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.

Special Interest Group (SIG) – General Ledger / Chart of Accounts

Tuesday July 16th from 9 – 10 am held at the Alumni & Advancement Center building in Seminar Room 101.

The General Ledger / Chart of Account Special Interest Group members will discuss the following agenda.

  • Brief Financial Data Model (FDM) Overview
  • Conceptual view of Workday’s Spend Categories
  • Maintenance & Facilities / Other Expense / Utilities / Interdepartmental Expense Transfers
    • Review Spend Category values
    • Discuss use of 4th digit in current subcodes

All GL / COA SIG meeting documents can be found on the Resources > General Ledger/Chart of Accounts tab.