Join Us – User Group Meeting on November 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:
November 16th
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
    Zoom participants click here
    , enter your name and e-mail if prompted.
    (no password required)

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

Meeting agenda is posted below:

  • UR Financials Announcements
  • Budget and Forecasting Update
  • Cognos Reporting Update
  • Sponsored Award Billing and Collection Efforts
  • Upcoming Events

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

Invoice Payment Type Changes in UR Financials

There will be two (2) changes to Payment Types in the UR Financials system coming this December.

  1. After December 6th, 2016, ACH Manual Payment Type will no longer be used in the UR Financials system and will now be referred to as EFT (Electronic Funds Transfer) Payment Type. This change will impact ALL transactions (both historical, current and future) that used ACH Manual Payment Type.
  2. Within the month of December, new invoice transactions previously termed Wire Manual Payment Type will be marked as EFT Payment Type within the UR Financials system. Note:  Prior transactions will remain as Wire Manual as seen in the Find Supplier Invoice Lines (NCL) URF0992 – seen below
    ach-manual

For questions on these changes, please contact Marta Herman directly.

Sign Up for November’s User Group Meeting

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:
November 16th
from 1:30 – 2:30 PM. Sign-up to participate in person, or remotely.

Locations: 

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

Meeting agenda is posted below:

  • UR Financials Announcements
  • Budget and Forecasting Update
  • Cognos Reporting Update
  • Grants Billing Process
  • Upcoming Events

User Group slides will be posted just prior to meeting.

Sign Up for September’s User Group Meeting

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:
September 21st
from 1:30 – 2:30 PM. Sign-up to participate in person, or remotely.

Locations: 

  • In-person participation
    Medical Center:  room 2-7544
    , (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:

  • UR Financials Announcements
  • Workday 27 Upgrade
  • May User Group Meeting Response
  • Accounts Payable Update
  • Resurrecting Financial Data Warehouse
  • Budget and Forecasting Update
  • Upcoming Events

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

Join Us – User Group Meeting on September 21st

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:
September 21st
from 1:30 – 2:30 PM. Sign-up to participate in person, or remotely.

Locations: 

  • In-person participation
    Medical Center:  room 2-7544
    , (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:

  • UR Financials Announcements
  • Workday 27 Upgrade
  • May User Group Meeting Response
  • Accounts Payable Update
  • Resurrecting Financial Data Warehouse
  • Budget and Forecasting Update
  • Upcoming Events

UR Financials Successfully Upgraded – Minimal Changes to User Interface

The UR Financials system upgrade completed successfully this past weekend with very few impacts to the user interface. Read further for more details.

  1. UPDATED Terminology change – Budget is now Plan: The system implemented a terminology change; “Plan” now refers to “Budget” in some areas within the system.  This impacts the following reports where Budget Structure (label) has been changed to Plan Structure (label) within the report filter criteria:
    1. Award Budgetary Balance Summary (NCL) URF0840 report
    2. Award Budgetary Balance Summary Printable (NCL) URF0987,
    3. Award Budgetary Balance Summary Printable URF0986
    4. Award Budgetary Balance Summary URF0331
      All QRCs will have been updated to reflect this change.
      An  alias that links these terms has been implemented. Therefore, when searching for “Budget”, appropriate “Plan” and “Budget” results will return.  Remember:  Using the established report unique identifier, such as URF0987 and/or full report name, will continue to provide best results when searching for reports.
      **This change does not affect the Create Budget Amendment task used by Company Level users with the Accountant role.
  2. Loading Screen: Users now see a Workday home page loading screen immediately after entering user log in credentials. This briefly appears prior to viewing the UR Financials Home page.splash
  3. Rich Text Editor Toolbar: Comment, or reply fields within the UR Financials system now allows rich text editing. Select the Format Text button to view the formatting window with a toolbar.
    format text
    format toolbar
  4. Guided Tour for Errors: If errors are encountered while using UR Financials, the system shows a streamlined error indicator. This location of the indicator has not changed, but no longer lists errors. Users will see only an error indicator showing Errors: quantifier. Users may also notice a tooltip appears when hovering over the quantifier.
    error indicator

    1. When selected, the indicator will collapse, small error indicator as not to impede viewing of information on screen.
    2. Select the indicator to be transported to the error location with a provided description. If multiple errors are present, the description window can cycle through all errors found, automatically relocating itself adjacent to each error.
      example of error indicator
  5. Accessibility Update: The user interface now offers more compatibility with assistive technologies.
    • Input Prompts – Input Prompts, such as single value selection, multiple value selection, and dropdown selection, now have enhanced keyboard navigation and screen reader support.
    • Checkboxes and Radio ButtonsCheckboxes and radio buttons are more accessible through enhanced keyboard navigation and screen reader support.
    • Page Navigation (Headers and Regions) – The system contains updated headers and regions on all pages to work with screen readers in order to assist users with navigation throughout Workday.
    • Multi-view Containers – The multi-view container, as seen in the system’s Inbox, has enhanced keyboard navigation and screen reader support.
    • Error Guided Tours – Error Guided Tours have enhanced keyboard navigation and screen reader support.
  6. UR Financials Announcements: Minor enhancements have been made to announcements within UR Financials.
    • The announcement image (i.e. green circle) has been brought back at first viewing and after selecting the announcement card.
    • The selected announcement shows a new layout that is no longer stacked, but rotates side by side.
    • External links, Custom Report links and Video links may now be included in any announcement.
      announ1announ2

NOTE: Microsoft’s Retirement of IE9/10 and UR Financials:  Internet Explorer version 9/10 will not be supported by Workday as noted at the bottom of the UR Financials Login page. For web browser upgrades and support, contact:
Help Desk: UnivIT: (585) 275-2000 or email: UnivITHelp@ur.rochester.edu
URMC: (585) 275-3200 or email: HelpDesk_ISD@urmc.rochester.edu

For questions on these changes, please email the UR Financials team.

Reporting Classes Back In Session

UR Financials’ instructor led reporting classes are back in session!  Attending a class is just 1 of three steps required for UR Financials certification and access.

UR Financials’ certification requires the following to be completed in order:

  1. Employee has an approved UR Financials (Workday) Access Form submitted to General Accounting. Once received, an email will be sent to the employee providing instructions on next steps.
  2. Employee completes the 45 minute Introduction to UR Financials eLearning course and passes the associated assessment now in MyPath!
  3. Employee registers for UR Financials instructor led class now in MyPath!*. Employee completes the training class and final class assessment.
    New requests for access have registration priority

*Note:  The University of Rochester’s MyPath learning management system will now be used for UR Financials certification due to the decommission of Blackboard for employee use this December. No action is needed for those previously certified in UR Financials via Blackboard.

If you have questions regarding UR Financials classes in MyPath, contact us.  For questions on MyPath contact MyPath Support.

FRS Retired Today August 10th

Our legacy Financial Records System (FRS) has been officially retired and taken offline as of today, August 10th, 2016.  It was held available for users in parallel to the UR Financials system so previous records could be retrieved directly from FRS.

For financial information prior to January 1st, 2015, please use your COGNOS account to run historical financial reports.  If access to COGNOS is needed, please complete the Cognos Access Form and follow submission instructions found on the form.

Questions, please send an email to the UR Financials Support Team.

Financial Statement Report Survey

Tell us how frequently you use financial statement reports within UR Financials.
[Reports listed below]

If you are a Daily or Weekly user, please provide your status and contact information to the UR Financials Reporting Team for follow up.

UR Financials Reporting Poll

How frequently do you use Workday’s Financial Statement functionality? *

         

Please rate how frequently you use each Financial Statement Definition. *

         
Show me the results

 

Financial Statement Definitions:

000 – Balance Sheet

  1. Balance Sheet – Natural Ledger Summaries (CD887)
  2. Consolidated Balance Sheet (CD886)

000 – Statement of Activities

  1. Ledger Account Activity (CD888)
  2. Ledger Expense and Revenue Account Activity with Non-Operating Activities (CD821)
  3. Statement of Activities – Basic (CD889)
  4. Statement of Activities – Consolidated Functional Classification (CD383)
  5. Statement of Activities – Consolidated Functional Classification with Transfer and Other NACUBO Code (CD890)
  6. Statement of Activities – Consolidated Natural Classification (CD382)

000 – Trial Balance

  1. Ledger Account Balances (Trial Balance View) (CD832)
  2. Ledger Account Balances (Trial Balance View – with headers) (CD836)

Sign Up for May’s User Group Meeting

Sign up for this month’s UR Financials User Group meeting.
May’s meeting will begin with announcements, followed by a Reporting Strategy discussion.  

This will be the last User Group session before going on hiatus for the Summer. Sessions will resume Fall 2016.

Meeting date/time:
May 18th
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.