2015 Fiscal Year-End Finance Announcements

As the University’s fiscal year end approaches for June 30, 2015, there are special timing considerations and actions required on your part in order to ensure that all financial transactions are recorded properly and in the current fiscal year.

FORMS:

Request for Payment (F-4) and Student Expense Report for University Business (F-34) must be received in Accounts Payable no later than 4PM on Friday, June 12, 2015. Please send to Accounts Payable, RC Box 278958.

Payroll Reallocation Changes – Requests for payroll reallocation changes on Form 800 should be received no later than 4PM on Friday, June 12, 2015. Please send your materials to Laura Bardossi, Box PERC.

Employee Expense Reports (F-3) – must be received in Accounts Payable no later than 4PM on Tuesday, June 23, 2015. Please send to Accounts Payable, RC Box 278958.

All journal entry forms and 312 requisitions (non-purchasing) due in divisional office / central finance by 4PM on Wednesday, July 1, 2015

REPORTS:

Preliminary reports available on the morning of Thursday, July 9, 2015

Final reports available on the morning of Wednesday, July 15, 2015

NOTE: If you should have any questions, or need further clarification:

  • Fiscal year end closing, please contact Karen Lombard-Bryce (5-8350).
  • Request for Payments & Employee Expense Reports, please contact Marta Herman (5-7880).
  • Payroll Reallocations should be directed to Laura Bardossi (5-7027).

User Group Meeting Today

Please join us for the first UR Financials User Group meeting – held today, May 20th.
We will kick off the meeting with an update on accomplishments post go live, followed by a discussion on Reporting Workshops and UR Financials Communications. Also highlighted will be a review of Workday enhancements to come.

Please review the presentation materials prior to the session.

For those partaking in this meeting via WebExclick here and enter your name and e-mail if prompted. The meeting password is: Workday24

Conference call info is included below:
Dial in: 1-888-330-3581Access Code: 6534022

There are still open seats left! Please sign up for an option of your choice.

Sign up for Inaugural User Group Meeting

Please join us for the first 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.  May’s meeting will focus on UR Financials Communications and Reporting.

Please, sign-up here to participate in person, or remotely on:
May 20th from 1:30 – 2:30 PM. (This group meets once a month)

For those partaking in the meeting via WebEx – click hereand enter your name and e-mail if prompted.
The meeting password is: Workday24
Conference call info is included below:
Dial in: 1-888-330-3581Access Code: 6534022

Meeting agenda is posted below:

  • Project Announcement and Accomplishments
  • Reporting Workshops
  • UR Financials Communications
    • Newsletter
    • Financial Close Notifications
  • UR Financials Functionality Enhancements
  • Upcoming Events

Presentation materials will be accessible through this link.

Grants Management Users Receive Reports in W: Drive

Grants Management users will see a Manager Financial Report bursted to their Workday W: Drive for each Grant users have access to. Also bursted is the Monthly Transactions Printable (NCL) URF0943 report.

To view bursted report(s) in the Workday W: Drive, follow these steps:

  1. Log onto UR Financials
  2. Click My Account profile, then select W: Drive
  3. From the My Reports page, click the More Report button at bottom of page, then select the Ok button to see all reports generated in the last 30 days
  4. Once all reports are listed, click a report link from within the File Name column, to open

These reports have been set to persist for only 30 days in the Workday W: Drive. To keep reports, please save it to your hard drive on your local computer.  To print multiple reports from the W: Drive, instructions are listed in the Tips and Tricks section of the UR Financial Newsletter.

Due to this report burst, notifications have been generated. There will be one listed for each report in your W: Drive.  For instructions on how to access Notifications visit Self Help (FAQs).

If you have any questions on this, Please Contact Us

Reporting Workshops in May

Additional Reporting Workshops are being offered in May to active users in the UR Financials production system.

If you would like hands-on support and practice running reports in the production environment, sign up for any of these 2 hour sessions.  Each are designed to be interactive and answer questions you may have on common financial reports in the UR Financials system.

A copy of the presentation slide deck can be downloaded from our Support > Workshops page.

Grants Management Reporting Slide Deck Available

On Friday March 27th, UR Financials offered a presentation with Jeff Sullivan on Grants Management Reporting and the “Big 3″. This discussion and demonstration covered three reports necessary for Grants Management (GM); Manager Financial report, Transaction Detail Printable (NCL) URF0943 report, Award Budgetary Balance URF0840 report. It also provided a fundamental review of terminology and concepts regarding GM reporting.

The PowerPoint presentation slide deck for this event has now been added to the Grants Management SIG page, entitled GM_Reporting – the BIG 3. A video recording of this presentation will be available for review in April.

Grants Management Reporting Demonstration & Discussion

Based on your feedback, we are pleased to announce a UR Financials presentation dedicated to Grants Management Reporting with Jeff Sullivan, Assistant Controller from the Office of Research Accounting & Costing Standards.

This presentation will cover the three reports necessary for Grants Management:

  • Manager Financial report
  • Transaction Detail report
  • Award Budgetary Balance report

Two identical sessions will be offered for your convenience, Sign Up for one session only.

  Friday 3/27      River Campus, Schlegel Room S207 10:00AM – 12:00PM
Friday 3/27      Medical Center, Class of ’62 Auditorium 2:00PM – 4:00PM

These sessions are in person only. The sessions will be recorded for reference in April and  accessible from the UR Financials web site.

For questions on this event, please Contact Us

Quick Reference Card for Viewing Supplier Payments and more

To continue UR Financials learning, new and updated Quick Reference Cards (QRC) can be found on the Training Materials page.

New/Recently Updated Quick Reference Cards:

These pdf documents have been designed to provide brief, step by step guidance on commonly performed tasks and reports. Updates are based on feedback from users and updates to the UR Financials system.  New QRCs are being developed for common reports and frequently asked questions.

Look for more Quick Reference Cards to come on the Training Materials page.

Grant Management Monthly Transaction Report Bursted

Today, all Grant Management report users will find the Monthly Transactions Printable (NCL) URF0943 report(s) bursted to the W: Drive within Workday.

The UR Financials Reporting team has created a Report Group specifically for Grant users based on this report.   This is by exception only.
Cost Center Managers can create their own report group by following steps outlined in the Creating a Report Group (Cost Center Financial Analysts): Step Guide

To view bursted report(s) in the Workday W: Drive, follow these steps:

  1. Log onto UR Financials
  2. Click My Account icon profile and select W: Drive
  3. Under File Name, click on the bursted report you want to open
  4. Click Report icon to open

This report has been set to persist for only 30 days in your W: Drive within Workday. If you would like to keep this report, please save it to your hard drive on your local computer.

Remember: all other reports need to be run manually.

You may notice in your My Account menu that you now have Notifications. These are generated for each report bursted to your W: Drive.  Please follow the steps outlined in Self Help (FAQs) on how to access Notifications.

If you have any questions on this, Please Contact Us

Inbox viewing in Workday: Full view upon selection

Your Workday Inbox viewing has slightly changed.  No longer will an arrow be used to select and view your entire message.

inbox wd24

Now your message will automatically appear to the right of the screen once selected from your Inbox.

  1. To expand the message view, select the Full screen Viewing Mode icon (double headed arrow) next to the gear Actions icon Inbox expand
  2. Select the icon once more (toggle) to return the message size to its original size

For more tips, please visit the Tips and Tricks section of the UR Financials Newsletter emailed to users every Friday.

 

My Workday 2.0 includes Grant Management Dashboard: Worklets 5 or less

Worklets on the My Workday 2.0 home page allows for quick access to your favorite links.  The My Workday 2.0 home page has undergone some recent changes listed below:

  1. Only allows up to five (5) Worklets to show at one time for all users
  2. Now automatically includes the Grant Management Dashboard for Grant users

worklets wd24

If more than 5 Worklets are configured on the My Workday 2.0 page, please prioritize the Worklets selected to only show the five needed. If you have more than five listed, the remaining Worklets will not appear.
To do this, Configure Worklets  to modify the type and order as you would like them to appear on your My Workday 2.0 page. This includes the Grant Management Dashboard that has been automatically provided to all Grant users now in Worklet form.

UR Financials will Upgrade to Workday 24

On March 14th UR Financials will participate in a scheduled upgrade that impacts all users.  The majority of these changes are in reference to the Workday interface.

Here are some of the changes you will see after March 14th:

  • Home icon added to top Navigation
  • Navigation Menu icon (three lined column icon) removed – W: drive, Inbox, and other items merged with the Profile icon
  • Grants Dashboard added to Worklets configuration
  • Worklets on Home page will fill entire screen, until you add more
  • Floating Approval bar

Remains the same in UR Financials:

  • Workday logo takes you home
  • Use Profile icon used to log off

We have provided a brief Workday 24 overview to highlight user Interface changes for this upgrade.

February 26th AP SIG Meeting with WebEx signup

Please join us for our last AP SIG meeting where we will cover important reminders and answer your questions.

You can join us in person at the Alumni and Advancement Center, Seminar Room 1:00-2:00PM or via WebEx.  Please Sign-Up here for an option that is most convenient for you.

For those partaking in the meeting via WebEx, please Click Hereand enter your name and e-mail if prompted. The new meeting password is: Workday23

Conference call info is included below: Dial in: 1-888-330-3581; Access code: 6534022

Meeting agenda is posted below. Presentation materials will also be accessible through this link.

  • RFP Check Mail Back Acceptable Reasons
  • Supplier Invoice and Documentation
  • Where to request journal entries
  • Header Memos, Line Memos and other memo-like fields
  • Spend Category Suggestions
  • Help Us Help You
  • Production Support

Posted in Accounts Payable

Sign Up for Demo Days

Please join us for the final Demo Days events offered on February 18/19/20.  This last series will focus on the January Close Progress, Reporting Enhancements, Training Update, Workday 24 and Award Budgets.  We will also demonstrate saving report filters in Workday.

Please review the presentation materials prior to the session.

We are pleased to offer three identical sessions to make it easier to attend.

  • Wednesday 02/18 Alumni and Advancement Center Seminar Room 101

For those partaking in this meeting via WebExClick Here and enter your name and e-mail if prompted. The meeting password is: workday

Conference call info is included below:
Dial in: 1-888-330-3581Access Code: 6534022

  • Thursday 02/19 : River Campus, Schlegel room S207, 3 – 4 PM
  • Friday 02/20 : Medical Center, Class of ’62 Auditorium room G-9425, 3 – 4 PM

There are still open seats left! Please sign up for an option of your choice.