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.

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.

Multiple FAO data in One Scheduled Report Run for Cost Center Users

As you know, within UR Financials you have the ability to schedule and run month end reports that replace your previous monthly ledger and monthly transactions reports you received in COGNOS.

These include the follow reports:

  • FAO Budgetary Balance Summary – Monthly Ledger Printable URF0941
  • FAO Available Balance Summary (NCL) URF0905
  • FAO Available Balance Summary by UR Project (NCL) URF0908
  • Monthly Transactions Printable URF0942

A new Workday feature now allows Cost Center Financial Analysts to create a Report Group which will report on multiple FAOs in one scheduled run.

When using this feature, it is important to configure your Report Group for three FAO types, if needed:

  1. Operating Programs
  2. Gifts
  3. Projects

With this feature, you can manually choose which of the three to set up and re-use the scheduling set-ups each month just by changing the run dates.

Instructions on how to create a Report Group can be found on the Reporting FAQs page of UR Financials website and on the Training Materials page Under the NCL Reporting section.

We strongly encourage participation in the User call-in session and Report Workshops as they will devote periods of time for those who wish to have assistance in this set up. All set up activity must be completed by the user who will be setting up the report grouping and scheduling of the runs.

 

Reporting Changes and the Monthly Ledger

You may have noticed that some of your UR Financials reports have changed.

Updates to Reporting:

  • Unique Identifiers added to report names (URF0945, URF0941 etc.)
  • Common Financial Report worklet added to the Workday home page
  • Additional filtering prompts in the FAO Budgetary Balance Summary – Monthly Ledger report
  • Print Friendly Reports

These new features have been added to assist you with your reporting needs.

Unique Identifiers have been added to some report names and can be used to quickly search for reports – just type in the URF and number in the search bar in Workday.

A Worklet has been added to your home page with recommended reports that you may find helpful as you manage your account activity.  Also included are report descriptions for users to quickly understand the purpose for running.

The Monthly Ledger report has been updated as last seen in your report training class and is now entitled FAO Budgetary Balance Summary – Monthly Ledger Printable (NCL)URF0941.
Previously, you could refine your reporting criteria by only three fields; Company, Organization and Period. This updated version now contains a more robust set of report search criteria.  More filtering options have been included such as; Fund, Cost Center, and most FAOs (Operating  Program, Debt Service, Gift, Loan Program and Project). Please know that If you have added this report to your favorites worklet, the name will update automatically. Any saved filters should not be affected.
Tip:  Use the additional filtering prompts if you want to pull out one or a few OPs from all FAO(s)/Cost Center(s) that you have access to in this report.

Another benefit recently added to some reports in UR Financials is a “printable” option as indicated in the name. Reports could always be printed, but this version has better formatting with cleaner printouts that are easier to reconcile against.

Remember:  Once you have refined your report to pull the data you need, save your filters at the bottom of the report prompting screen.

Post Go Live Support: January Close

For the month of January and beyond, your financial transaction data will be accessible using UR Financials (Workday).  Use the monthly ledger type report or transaction detail type report to access financial data you need.  If you need help finding the correct report, use the Report Crosswalk Tool, or sign up for a Workshop.

Workshops are designed to review tools and reports created to support the transition to the new Financials Data Model as well as well as finding Workday reports. There are several times offered.  Sign up for one if you need hands on support.

Post Go Live Support: COGNOS Reporting and Workday Help

Financial transactions created January 1st and beyond will be accessible using UR Financials. For help with finding your FRS report in Workday, use the Report Crosswalk tool which includes report name translations for Non Company and Company Level users.

If you haven’t taken report training yet, sign up for a Non Company Level reporting class today while seats are available.

If you already attended training, are active in Workday and need more assistance, additional support is offered.  Several 2 hour Report Workshops are available for registration now.  These workshops will show common reports on the production environment, using real data.

On a final note, you will still use COGNOS for your CUMSAL reports and historical financial data prior to 12/31/14.

Post Go Live Support: Report and Tools Workshops Available

For several months, training has been offered to prepare you for the transition to our new financial system and we continue to offer training such as; UR Financials eLearning, Forms video training and instructor led reporting classes with training materials included.

To further enhance your learning experience after you have experience on UR Financials (Workday), we are offering two types of workshops post go live, January 5th. These include Reporting Workshops and Tools Workshops.

If you feel you need more hands on support after you explore your financial data in the production environment and practice the recommended self support suggestions, sign up for one of these sessions.  Choose the workshop that meets your needs.

UR Financials Live for Certified Users

UR Financials, our new financial system, is running live in our production environment.

All certified users can log into the system at this time.  This refers to users that 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 not completed the above items, please do so now.

Provided is a list of Certified Users as of April 13, 2015 4:30PM.  After achieving certification, access should be provided 1-2 business days later.

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

Preparing for Go Live: December Close

For the month of December, your financial transactional data for close will be accessible using FRS and COGNOS. After December close is final, transactions will be created in UR Financials going forward.

  • December close will take place Tuesday, January 6, 2015
  • Data Warehouse should be loaded with DECEMBER data, Thursday, January 8, 2015
  • Ledgers will also be available that day.

This is also posted on the Data Warehouse Dashboard. If you have any questions on this Contact Us.

Post Go Live Support: Report and Tools Workshops Available

For several months, training has been offered to prepare you for the transition to our new financial system and we continue to offer training such as; UR Financials eLearning, Forms video training and instructor led reporting classes with training materials included.

To further enhance your learning experience after you have experience on UR Financials (Workday), we are offering two types of workshops post go live, January 5th. These include Reporting Workshops and Tools Workshops.

If you feel you need more hands on support after you explore your financial data in the production environment and practice the recommended self support suggestions, sign up for one of these sessions.  Choose the workshop that meets your needs.

Take the UR Financials Survey Before it’s Closed

Thank you to all that have taken the project survey opened on October 16th. As a reminder, there is only one week left before the survey is closed.  Your feedback is important.

Our first survey was distributed in April and we received positive and encouraging feedback. Your responses will allow us to continue to tailor project activities to your needs.

Please click here to take the anonymous survey by October 31st, 2014. 

Side note: we have had technical difficulties with releasing the survey for last week’s Demo Days.  We appreciate your patience as we resolve this and post accordingly.

Take the UR Financials Survey!

The UR Financials implementation is progressing towards its final phases.  As many of you are aware, this system will replace FRS, our aging legacy financial system, by January, 2015. 

 

Once again we solicit your feedback in an effort to ensure necessary levels of preparedness. Your continued response allows us to tailor project activities to your needs.  

UR Financials Survey

Please take five minutes to answer the anonymous survey through the link above. The survey will be available until October 31, 2014 .

 

Hands-On Sessions: Sign Up Now!

Based on your feedback, we are pleased to offer the following Hands-On session in UR Financials. These are designed to enhance your understanding of the new financial system and corresponding Chart of Accounts. For these sessions, converted FRS data and the Workday Financial Data Model (FDM) have been loaded into a UR Financials environment for your preview and practice.

Sign up for an option that is most convenient for you.  There are eight (8) identical Hands-On sessions being offered.

Prerequisites:  Prior to a Hands-On session, the following MUST be completed:

Agenda:  Hands-On sessions will cover the following topics:

  1. UR Financials Overview
  2. Log into the UR Financial system
  3. Use the Search feature to locate 2 reports
  4. Running the Monthly Ledger report
  5. Hands-On Practice
  6. Running the Transaction Details report
  7. Hands-On Practice

Note: Completion of all prerequisites are required before attending a Hands-On session.

We look forward to seeing you there!

COGNOS Security Verification Report

As we prepare for the implementation of the UR Financials application, we are required to perform a review of the current COGNOS security for financial reports.   The COGNOS security will be the basis for providing access to the new Workday reports.  Please run the “My FRS Security to be used for Workday” report from the #Financial Reports/Common Shared folder location in COGNOS, and review the currently assigned permissions. Note any changes necessary, and forward to your manager for signature.  Your manager will then forward to your Divisional Finance lead for final signature and return to the UR Financials Security coordinator for processing.

Any new requests for COGNOS or Workday access should go through the existing COGNOS user id request process.

All documents need to be returned to Divisional Finance lead prior to September 30th to allow the UR Financials security team to process and provide access to Workday.  Anyone not signing and returning the access form will not be given COGNOS, UR Financials training, or Workday access.

For questions, please use the Contact Us link.

Sign Up for Demo Days This Week!

As part of the UR Financials project effort, monthly Demo Days events were held to introduce Workday and demonstrate its functionality. We have since transitioned to informational sessions, starting with a project update followed by a spotlight on a relevant topic.

August’s installation has been changed to focus on the UR Financial Survey Results, areas of opportunity and the action items that we have identified to address them. Please review the presentation materials prior to the session AND come prepared to provide feedback.  This will be an interactive event.

Wednesday 8/20: Alumni and Advancement Center Seminar Room 101, 1:30 – 2:30 PM
Thursday 8/21: River Campus, Gleason 318/418, 3 – 4 PM
Friday 8/22: Medical Center, G-9425 Class of ’62 Auditorium, 3 – 4 PM

There are still open seats left! Please access the UR Financials website to sign up for an option of your choice.