{"id":25042,"date":"2023-10-16T18:09:33","date_gmt":"2023-10-16T22:09:33","guid":{"rendered":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/?page_id=25042"},"modified":"2023-10-17T16:10:36","modified_gmt":"2023-10-17T20:10:36","slug":"ur-financials-newsletter-vol-10-10-16-2023","status":"publish","type":"page","link":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter\/ur-financials-newsletter-vol-10-10-16-2023\/","title":{"rendered":"UR Financials Newsletter Vol. 10 10.16.2023"},"content":{"rendered":"<h5>In this issue:<\/h5>\n<ul>\n<li><strong>Workday\u00a0<\/strong><strong>Expenses<\/strong> (University only, excluding affiliates)\n<ul>\n<li>Expense report dates enhanced<\/li>\n<li>Expenses user group meetings<\/li>\n<\/ul>\n<\/li>\n<li><strong>Accounts Payable<\/strong> (University only, excluding affiliates)\n<ul>\n<li>EFT payment questionnaire training session (October 18th)<\/li>\n<li>Payment status for purchase order invoices and supplier invoice requests<\/li>\n<li>Change orders for Workday purchase orders<\/li>\n<\/ul>\n<\/li>\n<li><strong>UR Financials Walkme <em>Help Assistant<\/em><\/strong><\/li>\n<\/ul>\n<hr \/>\n<h3>Workday Expenses<\/h3>\n<ul>\n<li><strong><u>Expense report dates enhanced<\/u><\/strong><strong><u><br \/>\n<\/u><\/strong>You can now change the <strong style=\"font-size: 1.25rem;\">Expense Report Date<\/strong><span style=\"font-size: 1.25rem;\"> on the Header page. The accounting date is the posting date, Workday uses the Expense Report Date on the Header page, page 1, to determine the accounting date.<\/span><\/li>\n<\/ul>\n<p style=\"padding-left: 40px;\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-25062 alignleft\" src=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2023\/10\/expense-report-dates-enhanced-1-300x91.png\" alt=\"\" width=\"300\" height=\"91\" srcset=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2023\/10\/expense-report-dates-enhanced-1-300x91.png 300w, https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2023\/10\/expense-report-dates-enhanced-1.png 689w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p style=\"padding-left: 40px;\">Example: The header EXP date is used to determine accounting date (not evaluated until fully approved).<\/p>\n<p style=\"padding-left: 40px;\"><strong>EXP11000000<\/strong>,\u00a0 on 6\/9 WD took the 6\/3 date and looked to see if June was open, it was, so it used 6\/3 as the accounting date.<\/p>\n<p style=\"padding-left: 40px;\"><strong>EXP12000000<\/strong>, was fully approved on 7\/18, at that time WD said it wanted to try 6\/7 as the accounting date but found June was no longer open, so WD picked the first day of the first open period it could find\u2026July 1.<\/p>\n<p style=\"padding-left: 40px;\">The accepted Expense Line, Departure, Arrival dates have been updated.\u00a0 These dates cannot be more than 2 years in the past or more than 6 months in the future to detect typos. When the date entered is outside of the range a Page Error is triggered.\u00a0 To remove the Page Error, check all dates for typos.<\/p>\n<ul>\n<li><strong><u>Expenses user group meetings<br \/>\n<\/u><\/strong>Upcoming meetings:<br \/>\nLink to join meeting, <a style=\"font-size: 1.25rem; background-color: #ffffff;\" href=\"https:\/\/rochester.zoom.us\/j\/2973709361\">https:\/\/rochester.zoom.us\/j\/2973709361<\/a><\/li>\n<\/ul>\n<p style=\"padding-left: 40px;\">Thursday, October 26, 2023, 2:00pm-3:00pm<br \/>\nThursday, November 16, 2023, 2:00pm-3:00pm<br \/>\nThursday, December 21, 2023, 2:00pm-3:00pm<\/p>\n<hr \/>\n<h3>Accounts Payable<\/h3>\n<ul>\n<li><strong><u>Upcoming training session<br \/>\n<\/u><\/strong>AP will be holding quarterly training sessions on <strong>EFT Payment Questionnaire<\/strong>.\u00a0 We encourage all users who are involved in this process to join.\u00a0 This will not only give you a refresher to ensure that you are following the correct process, but it will also give you an opportunity to ask questions and to provide feedback which we may be able to use to enhance these processes in the future.\u00a0 Kristina Mano, Accounts Payable Manager, will send an invite to users who should attend based on recent usage of the EFT Questionnaire.<\/p>\n<ul>\n<li><strong>EFT Payment Questionnaire: <\/strong>Wednesday, October 18, 2023, from 2:00pm &#8211; 3:00pm.\u00a0 Link to join meeting, <a href=\"https:\/\/rochester.zoom.us\/j\/96306106292\" target=\"_blank\" rel=\"noopener\">https:\/\/rochester.zoom.us\/j\/96306106292<\/a><\/li>\n<\/ul>\n<\/li>\n<li><strong><strong><u>Payment status for purchase order invoices and supplier invoice requests<br \/>\n<\/u><\/strong><\/strong>Departmental users have visibility to payment status for Purchase Orders and Supplier Invoice Requests they create. The guides below should be utilized.<a href=\"https:\/\/www.rochester.edu\/adminfinance\/urprocurement\/wp-content\/uploads\/2021\/03\/Finding-Payment-Status-for-Invoices-on-a-PUR-PO.docx\">Finding Payment Status for Invoices on a PUR PO<\/a><strong><u><a href=\"https:\/\/www.rochester.edu\/adminfinance\/urprocurement\/wp-content\/uploads\/2021\/03\/Finding-Payment-Status-for-Supplier-Invoice-Requests.docx\">Finding Payment Status for Supplier Invoice Requests<\/a><\/u><\/strong><\/li>\n<li><strong><strong><u>Change orders for Workday purchase orders<br \/>\n<\/u><\/strong><\/strong>We are noticing an increase in unaddressed requests by departments in regards to change orders needed to allow us to process your invoices.\u00a0 If you receive an email from Accounts Payable staff letting you know we cannot process an invoice due to the PO being out of funds or an item is not listed on the PO, it is your responsibility to submit that change order A.S.A.P. to avoid delays with payment, which affect our relations with suppliers.<\/li>\n<\/ul>\n<hr \/>\n<h3>UR Financials walkme <em>Help Assistant<\/em><\/h3>\n<p style=\"padding-left: 40px;\">The UR Financials walkme <em>Help Assistant<\/em> is located in the right corner of UR Financials and can assist you with many Procurement and Financial processes.\u00a0 This in-the-system-help tool provides step-by-step guidance whenever needed, without contacting a colleague or the help desk.\u00a0 It\u2019s also a great way to learn about new features within UR Financials, like our <em>Searching and Saved Categories Tour <\/em>and <em>Viewing My Tasks Tour<\/em>.<\/p>\n<p style=\"padding-left: 40px;\">Don\u2019t see it in UR Financials?\u00a0 Here\u2019s how to <a href=\"https:\/\/rochester.box.com\/s\/883dn09pozvsdxoro6eab5pn3ol1erir\" target=\"_blank\" rel=\"noopener\">set up the Help Assistant in your browser<\/a><\/p>\n<p style=\"padding-left: 40px;\"><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2023\/10\/help-assistant.png\" \/><\/p>\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2023\/10\/help-assistant-2.png\" \/><\/p>\n<p style=\"padding-left: 40px;\">Below is a listing of UR Financials (and Procurement) assisted guidance that is available for use:<\/p>\n<p style=\"padding-left: 40px;\"><strong>Procurement<\/strong><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Approve\/Review Requisition<\/li>\n<li>Create Supplier Invoice Request<\/li>\n<li>Create Requisition: Non-Catalog Goods\/Services<\/li>\n<li>Create Supplier Request<\/li>\n<li>Find Supplier<\/li>\n<li>Validate Supplier Name<\/li>\n<li>Verify Procurement Card Transactions walkthru<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"padding-left: 40px;\"><strong>Finance<\/strong><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Create Journal<\/li>\n<li>Request News FAO with Affiliates and Automation<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"padding-left: 40px;\"><strong>Note<\/strong>: based on your system role, you may see different assisted guidance in the <em>Need Help?<\/em> menu list.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this issue: Workday\u00a0Expenses (University only, excluding affiliates) Expense report dates enhanced Expenses user group meetings Accounts Payable (University only, excluding affiliates) EFT payment questionnaire training session (October 18th) Payment&hellip;<\/p>\n","protected":false},"author":112,"featured_media":0,"parent":15902,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-25042","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - 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