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.

December 18 Depositor SIG Meeting with WebEx signup

Please join us for the December Depositor SIG meeting where we will discuss important deposit timing updates and cashiering location-specific reminders and updates.

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: Workday1

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

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

  • Project Updates
  • Documentation recap
  • Journal Sources recap
  • When is an RC/SC required on my cash transaction?
  • Cash Close Timing – IMPORTANT Updates
  • Banking Entry Form and Treasury site recap
  • Automated Postings
  • Cashiering Location-specific reminders/updates
  • Key Dates

November 20 Depositor SIG Meeting with WebEx signup

Please join us for the October meeting where we will start to discuss more details regarding what is changing for depositors.

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 meeting password is: Workday2

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

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

October 23 Depositor SIG Meeting with WebEx signup

Please join us for the October meeting where we will start to discuss more details regarding what is changing for depositors.

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 meeting password is: workday

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

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

  • Documentation
  • Cash Close Timing
  • Updated Forms
  • Journal Sources
  • Automated Postings
  • Q&A

NEW Special Interest Group (SIG) – Depositor Team

Thursday September 25, 2014 — 1:00-2:00pm
Alumni and Advancement Center, Seminar Room 101
Marta Herman / Depositor Team

  • Review Existing Processes
    • Making deposits and postings easier
  • Review UR Financials Processes
    • Deposit inputs
    • Workday process
    • Report outputs
  • Process Change Details
    • Timing of deposit and posting to ledgers
    • Updated deposit receipts to complete when bringing your deposits to a cashiering location
    • New Banking Entry form for certain situations

Meetings will include the review of prepared materials, discussion, and ample time for questions and answers.