2016 Fiscal Year-End Finance Announcements

Thank you for your continued support, patience, and cooperation working with the new UR Financials system.  We appreciate your continuous efforts assisting the central finance team to complete monthly close procedures throughout the fiscal year.  We will continue to support you to the best of our ability as we approach one of our busiest times of the year.

In preparation for fiscal year end close for June 30, 2016, 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.  The fiscal year end close schedule is attached and important deadlines are noted below.  For further information, please visit either the Finance website or the FY2016 Fiscal Year End Close Schedule.

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 10, 2016. 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 Wednesday, June 15, 2016. 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 28, 2016. Please send to Accounts Payable, RC Box 278958.

All journal entry forms and 312 requisitions (non-purchasing) must be received by central finance by 4PM on Friday, July 1, 2016

Preliminary reports available on the morning of Friday, July 8 2016

Final reports available on the morning of Wednesday, July 13, 2016

 

Sign Up for April’s User Group Meeting

Sign up for this month’s UR Financials User Group meeting.
April’s meeting will begin with announcements, followed by Account Payable Process Updates.  The meeting will wrap up with a reporting discussion with Rebecca Hart on Trending and Analysis.

Meeting date/time:
April 20th
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.
    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

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

Join Us – User Group Meeting on April 20th

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:
April 20th
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.
    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:

  • Project Announcement
  • More on Accounts Payable Improvement Processes
  • Report Demonstration with Rebecca Hart (Part 3 of 3)
    – Trends and Analysis
  • Upcoming Events

Presentation materials will be accessible through this link.

Sign Up for March’s User Group Meeting

Sign up for this month’s UR Financials User Group meeting.
March’s meeting will begin with announcements, followed by feedback on current Instructor led training (survey) and the Workday upgrade from March 14th.  A review of the new Accounts Payable correction process will be discussed, then wrapping up with a report demonstration from Rebecca Hart on Managing Operating Programs.

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

Meeting date/time:
March 16th
from 1:30 – 2:30 PM.

Locations: 

  • In-person Participation:
    Medical Center:  1-9545 Natapow Conference Room, (view of room and Map)
  • Remote Participation:
    WebEx 
    participants click hereand enter your name and e-mail if prompted.
    Meeting password is: Workday25 (updated password)

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

Presentation materials have been posted on Resource>User Group page.

UR Financials to Modify Its Look Today, March 14th

UR Financials will undergo some cosmetic and functional changes to the Home page, Reporting and Announcements. Changes are listed below in detail.

Home Page

UR Financials can now be branded with University of Rochester imagery. Below details how the home page will be customized in three different ways:

banner1.       The top center of the Home page will no longer show the Workday image, but will now show the University of Rochester logo.

2.       Below the UR logo, University images will appear that will periodically change. UR Financials Announcements will also appear in this area.

3.       The Home Button previously to the left of the Search bar will show the Workday “W” logo and performs the same function.

Reports

Grid (column) personalization will now be an option on most reports. This feature provides users the ability to visually modify columns shown in report results. Note: All columns will be visible in a grid by default.
Changing columns will not impact data as this is just a visual change and only seen by the user.

before grid

The Show/Hide Columns icon is located in the upper right of the report result grid.

1.       Select the icon to view a drop-down list of all report column titles.

grid

2.       Check only the columns desired to appear on the report.

3.       Select the Done button to save and see changes made. A quick message will appear stating “Changes have been saved” under the U of R logo.  These changes will persist and show the next time the report is run.

Tip: The icon turns light blue when selections have been made

4.       Return to the Show/Hide Columns icon (now blue) to make further changes

after grid

Note: This feature is not available on all reports

Announcements

Announcements will become more interactive and will now be able to link to items such as; reports, external links and tasks. After March 14th, when viewing announcements in the UR Financials system, select the announcement for further viewing of information or possible links.

Additional Changes for March 14th

Read more about changes to the FAO attribute location
Read more on new layout options for Awards (Grant Analysts)

If you have questions please email URFinancials@UR.Rochester.edu.

 

Alert: UR Financials Intermittent Sign On Issues Experienced in all Browsers

ALERT:  The UR Financials system is experiencing sporadic log on issues with all browsers at this time (Thursday, 3/10/16 3:12 PM EST).  This may prevent users from accessing the system. 

This issue is being diagnosed for resolution.  The UR Financials web site will be updated once the issue has been resolved.

Tip: If successfully logged in, the recommendation is to remain in the system to maintain connectivity. 

Join Us – User Group Meeting on March 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:
March 16th
from 1:30 – 2:30 PM.
Sign-up to participate in person, or remotely.

Locations: 

  • In-person participation
    Medical Center:  1-9545 Natapow Conference Room
    , (view of room and Map)
  • Remote participation.
    WebEx 
    participants click here, and enter your name and e-mail if prompted.
    Meeting password is: Workday25 (new password)

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

Meeting agenda is posted below:

  • Project Announcement and Accomplishments
  • Workday Updates from March 14th
  • Accounts Payable Error Correction Process
  • Training Survey Results
  • Report Demonstration with Rebecca Hart (Part 2 of 3)
    – Managing Operating Programs
  • Upcoming Events

Presentation materials will be accessible through this link.

FAO Attributes Found in New Location on March 14th

Due to the UR Financials Upgrade on March 14th, the FAO attribute location will change.  When viewing FAO attributes (Including Grants), the related worktags will now appear differently within the UR Financials system.

For example, within the View Grant screen, the related worktags are no longer seen at the top of the page, but now can be viewed by either selecting the Related Actions button on that Grant, or opening the newly created Related Worktag tab at the bottom of the screen.

FAO location change 1FAO location change 2

Use this View Grant and Award Job Aid for detailed steps on this change.

For non-Grant FAOs, such as Operating Programs, worktags will now appear in the lower half of the screen after searching for the FAO using the UR Financials system search bar.

FAO location change 3

If you have questions please email URFinancials@UR.Rochester.edu.

 

Change to Layout Options for Awards on March 14th

There has been a change to the layout options for the Award Line tab, within the View Award screen. This Award Line enhancement improves user interface performance for awards with many award lines (Grants).

Enhancements contain the following:

  • Validations moved to the “submit” bar function
  • Error messages are actionable and specific
  • Alternate views available; single selection or grid view (see images below)
    o   Improves performance for managing awards with fifty plus award lines

 view award

How to change Award Line tab view

  1. Run the View Award report for an Award and select Award Lines Tab
  2. Select the Single Selection view optionSS icon
  3. Select the Grant to show the Grant details

Single Selection View:

view award 2

Grid View (traditional):

view award 3

If you have questions on these changes, please email URFinancials@UR.Rochester.edu.

Alert: Intermittent Sign On Issues Experienced in all Browsers

ALERT:  UR Financials is experiencing sporadic log on issues now using any browsers at this time (Monday, 2/29/16 10:30 AM EST) that may prevent users from accessing the system. 

This issue is being diagnosed for resolution.  The UR Financials web site will be updated once the issue has been resolved.

Tip: If successfully logged in, the recommendation is to remain in the system to maintain connectivity. 

Alert: Intermittent Sign On Issues Experienced in UR Financials

ALERT:  UR Financials is experiencing sporadic log on issues at this time (2/26/16 11:02 AM EST) that may prevent users from accessing the system.  This issue is being diagnosed for resolution.  The UR Financials web site will be updated once the issue has been resolved.

Tip: If successfully logged in, the recommendation is to remain in the system to maintain connectivity.