End of Fiscal Year and Reporting

Today is the first day of our Fiscal Year. Please note that UR Financials reports that default to the current fiscal year will now show FY2016. 
end of year FY change 

Remember:  If you need to run reports for the previous fiscal year, type in FY2015 in the Year prompt field. 

 

UR Financials Reports Utilizing Ledger Account – Now Operational

The Ledger Account issues experienced yesterday in UR Financials Production system has been RESOLVED.
Users can now successfully filter and run the following reports listed below. 

Affected reports with prompt issue (may not be limited to):

  1. FAO Budgetary Balance Summary – Monthly Ledger URF0945
  2. FAO Budgetary Balance Summary – Monthly Ledger (NCL) URF0902
  3. FAO Budgetary Balance Summary – Monthly Ledger Printable URF0940
  4. FAO Budgetary Balance Summary – Monthly Ledger Printable (NCL) URF0941
  5. FAO Summary of Funds URF0964
  6. FAO Summary of Funds (NCL) URF0965
  7. FAO Summary of Funds (NCL) URF0965B

Affected reports with behind-the-scenes filtering:

  1. Award Line Summary of Funds (NCL) URF0983
  2. All Project LTD reports.

Please contact us with any questions.

 

 

 

UR Financials Planned Outage tonight at 11:00 PM EST

The UR Financials systems (Sandbox and Production) will be unavailable this evening, June 29th, at 11:00 PM while fixes are being applied by Workday.  Service should be back online at 2:00AM on June 30th.

As a precautionary measure, system monitoring will take place to verify overnight integration have not been impacted.

 

User Alert: UR Financials Reports Utilizing Ledger Account – Currently Nonoperational

The Ledger Account object is not working presently in certain UR Financials scenarios listed below. 

Scenarios include:

  • Filtering Reports – “No Items” will show when searching for Ledger Accounts in the Ledger Account (Exclude prompt). See a partial list of impacted reports below.
  • Running Reports – User receives the error “The entered information does not meet the restrictions defined for this field (Ledger Account for CRF)” when running a report that filters on ledger account behind the scenes.

ledger account error msg 062915

Affected reports with prompt include, but may not be limited to:

  1. FAO Budgetary Balance Summary – Monthly Ledger URF0945
  2. FAO Budgetary Balance Summary – Monthly Ledger (NCL) URF0902
  3. FAO Budgetary Balance Summary – Monthly Ledger Printable URF0940
  4. FAO Budgetary Balance Summary – Monthly Ledger Printable (NCL) URF0941
  5. FAO Summary of Funds URF0964
  6. FAO Summary of Funds (NCL) URF0965
  7. FAO Summary of Funds (NCL) URF0965B

Affected reports with behind-the-scenes filtering but not prompt:

  1. Award Line Summary of Funds (NCL) URF0983
  2. All Project LTD reports

A Workday case has been opened to resolve this issue.  They have estimated this to be resolved by July 4th.  Once this defect is resolved, it will be announced on the UR Financials site and emailed to users.


Please note: The Spend Category (Exclude) filter is operational and is listed on the monthly ledger reports.  This can be used to remove allocations from your report results.

To view your monthly ledgers, with allocations removed, follow these simple steps:

  1. Locate your monthly ledger report in UR Financials
  2. Select your required prompts, as normal
  3. In the Spend Category (Exclude) prompt, select all the spend category allocations to remove from the report results
    1. Click the prompt icon for Spend Category (Exclude)
    2. Type allocationsin the prompt search window
    3. To quickly select all allocations listed, scroll to the bottom of the list, then hold the SHIFT key and left-click on the last value
      exclude allocations
  4. Run report

A follow-up message will be posted when this issue is resolved.  In the interim, if you have any questions on this issue, please contact us.

 

 

 

Common Financial Reports Simplified

Five months of using the UR Financials system has illuminated how to refine reports and implement additional features making them easier to use. This Summer we continue reporting improvement efforts through a series of reporting enhancement design sessions.  These will be conducted with a select focus group dedicated to improving UR Financials reports.

Reporting modifications and simplified report retrieval structures (Worklets) approved from these sessions will be communicated to all users every 1-2 weeks within the UR Financials Newsletter. Once reports are finalized, training materials will be updated to reflect approved enhancements.

For more on the progress of this effort, information will continue to be provided in upcoming User Group meetings held the third Wednesday of every month.  The next User Group meeting will be held on July 15th.  More details will be published soon on how to participate.

2015 Fiscal Year-End Finance Announcements

There has been an update to the 2015 Fiscal Year-End Finance Schedule.  Please see change highlighted inline below.
______________________________________________________

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 at 12:00 noon on 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).

UR Financials Live for Certified Users

Provided is a list of Certified Users as of June 30, 2015 11:42 AM.  After achieving certification, access to UR Financials should be provided 1-2 business days later.

Certified users have completed the following:

  1. Have a Workday Access Form submitted and approved
  2. Completed all necessary training
    1. This includes the Introduction to UR Financials eLearning  in Blackboard
    2. AND the Non Company Level Reporting class for non company level users.
  3. Passed all necessary training assessments in Blackboard
    1. This includes the Introduction to UR Financials eLearning assessment
    2. AND the Non Company Level Reporting test for non company level users.

If you have any questions, please contact your local Project Champion.

OnBase Outage Update

OnBase will not have an outage tomorrow at 6:00 AM as originally communicated in last Friday’s UR Financials Newsletter.  This has been rescheduled (tentatively), for 5:00 PM on Thursday, June 11th. The OnBase outage window will be for 1 hour and will be back online at 6:00 PM.

Workday will be operational, even though Supplier Invoices will not be during this time.

Check back here for any further updates on this effort.

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.

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.

Post Go Live Support: User Call-In Sessions Scheduled

If you currently have access to the UR Financials system you may have acquired some questions upon logging in.  The project team has developed User Call In sessions to help address your questions quickly.

These sessions are designed to further assist users with any questions, or issues immediately after Go Live on January 5th. Production access is required for these virtual/online support sessions. Times offered for these support sessions are below.

Please SIGN UP when you have questions, or need assistance after following the Self Help steps. Questions will be answered in the order on the sign up page.

Dates
• January 6, 8, 13, 15, 20, 22, 27, 29
• February 3, 5, 10, 12, 17, 19, 24, 26

Time
1:00 – 2:00 pm

Room
Virtual Only, WebEx will be sent out to users on the sign up list.

 

Post Go Live Support: User Call-In Sessions Scheduled

If you currently have access to the UR Financials system you may have acquired some questions upon logging in.  The project team has developed User Call In sessions to help address your questions quickly.

These sessions are designed to further assist users with any questions, or issues immediately after Go Live on January 5th. Production access is required for these virtual/online support sessions. Times offered for these support sessions are below.

Please SIGN UP when you have questions, or need assistance after following the Self Help steps. Questions will be answered in the order on the sign up page.

Dates
• January 6, 8, 13, 15, 20, 22, 27, 29
• February 3, 5, 10, 12, 17, 19, 24, 26

Time
1:00 – 2:00 pm

Room
Virtual Only, WebEx will be sent out to users on the sign up list.

 

Reminder: Duo Two-Factor Authentication Required for Remote Access to UR Financials

To better protect the data in UR Financials, Duo two-factor authentication is now required for remote access to the system. If you log in to UR Financials from outside the University network, you will need to take a second action to verify your identity.

If you have not already enrolled in Duo, follow these instructions to complete enrollment.

A tutorial showing how to log in to UR Financials with Duo is available on the Duo website.

If you have any questions about Duo or need help enrolling your device, contact the IT Help Desk at (585) 275-2000 for assistance.

Reminder: Duo Two-Factor Authentication Required for Remote Access to UR Financials

To better protect the data in UR Financials, Duo two-factor authentication will be required for remote access to the system when it launches next month. Beginning on January 5, 2015, if you log in to UR Financials from outside the University network, you will need to take a second action to verify your identity.

If you have not already enrolled in Duo, follow these instructions to complete enrollment.

A tutorial showing how to log in to UR Financials with Duo is available on the Duo website.

If you have any questions about Duo or need help enrolling your device, contact the IT Help Desk at (585) 275-2000 for assistance.