{"id":26612,"date":"2024-08-14T17:05:15","date_gmt":"2024-08-14T21:05:15","guid":{"rendered":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/?page_id=26612"},"modified":"2024-08-20T14:28:13","modified_gmt":"2024-08-20T18:28:13","slug":"ur-financials-newsletter-vol-20-08-14-2024","status":"publish","type":"page","link":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter\/ur-financials-newsletter-vol-20-08-14-2024\/","title":{"rendered":"UR Financials Newsletter Vol. 20 08.14.2024"},"content":{"rendered":"<h5>In this issue:<\/h5>\n<ul>\n<li><strong>Workday\u00a0<\/strong><strong>Expenses<\/strong>\u00a0(University only, excluding affiliates)\n<ul>\n<li>Alcohol<\/li>\n<li><span style=\"font-size: inherit;\">AMEX Corporate Card charges and Workday<\/span><\/li>\n<li>Reimbursement payments<\/li>\n<li><span style=\"font-size: inherit;\">Expenses user group meetings: August 29th 11am-12pm<\/span><\/li>\n<li>Helpful links<\/li>\n<\/ul>\n<\/li>\n<li><strong>Accounts Payable<\/strong>\u00a0(University only, excluding affiliates)\n<ul>\n<li>Training session via Zoom &#8211; August 20th 2pm-3pm\n<ul>\n<li>Create Invoice from Receipt<\/li>\n<\/ul>\n<\/li>\n<li>Electronic invoice reference<\/li>\n<\/ul>\n<\/li>\n<li><strong>Tips and Tricks<\/strong>\n<ul>\n<li>Accounting journal<\/li>\n<li>Walkme (virtual help assistant)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<hr \/>\n<h3>Workday Expenses<\/h3>\n<ul>\n<li><strong><u>Alcohol<br \/>\n<\/u><\/strong>University policy requires alcohol expenses to be charged to the spend category SC49450.\u00a0 Since spend categories are linked to an Expense Item, alcohol amounts should be charged to the expense item Alcohol (EX239).\u00a0 This also applies when you use the Expense Item Entertainment (EX261).<\/li>\n<li><strong><u>AMEX Corporate Card charges and Workday<br \/>\n<\/u><\/strong>Amex Corporate Card charges load into Workday daily.\u00a0 Employees who have a Corporate Card should check My Expense Transactions report weekly and submit a Workday Expense Report to request reimbursement for business expenses charged to their corporate card.\u00a0 Personal expenses and payments made to AMEX should be closed.\u00a0 Do not wait until you receive your corporate card statement to request reimbursement.\u00a0 This may lead to late payments to AMEX, late fees are not allowable for reimbursement.<\/li>\n<li><strong><u>Reimbursement payments<br \/>\n<\/u><\/strong>Reimbursements will not appear on paystubs or in HRMS.\u00a0 Accounts Payable processes all approved expense reports on Wednesday and Friday mornings.\u00a0 On Wednesday direct deposit and check payments are processed. On Friday direct deposit payments are processed.\u00a0 For direct deposit payments your bank has two business days after the payment date to make the funds available in your account.\u00a0 Checks are mailed to the address the individual sets up in their Workday profile on the day the payment is processed. Accounts Payable does not have access to personal information.\u00a0<strong><u><br \/>\n<\/u><\/strong><\/li>\n<li><strong style=\"font-size: inherit;\"><u>Expenses user group meetings (held monthly)<br \/>\n<\/u><\/strong>Workday Expenses User group meetings are another opportunity intended to provide support for Expenses functionality to departments including information sharing, best practices, and tip\/tricks.\u00a0 These meetings are more about discussing what is\/is not working well to identify enhancement opportunities.\u00a0 Upcoming meetings:<br \/>\nLink to join meeting,\u00a0<a href=\"https:\/\/rochester.zoom.us\/j\/96881056200\">https:\/\/rochester.zoom.us\/j\/96881056200<\/a><\/p>\n<ul>\n<li>Tuesday, August 20th from 3:00pm-4:00pm<\/li>\n<\/ul>\n<\/li>\n<li><strong><u>Helpful Links<\/u><\/strong>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Email Workday Expense inquiries to:\u00a0<a href=\"mailto:Business_Expense_Reimbursement@finance.rochester.edu\">Business_Expense_Reimbursement@finance.rochester.edu<\/a><\/li>\n<li>Workday Login:\u00a0<a href=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/workday-login\/\">https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/workday-login\/<\/a><\/li>\n<li>Link to Workday Expenses reference guides:\u00a0<a href=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/training\/expense-management-training\/expense-management-reference-materials\/\">https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/training\/expense-management-training\/expense-management-reference-materials\/<\/a><strong><u>Helpful Links<\/u><\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<hr \/>\n<h3>Accounts Payable<\/h3>\n<ul>\n<li><strong style=\"font-size: inherit;\"><u>Training Session via Zoom<\/u><\/strong><br \/>\nAccounts Payable will be providing another training session on Create Invoice From Receipt functionality on <del>August 20<sup>th<\/sup> from 2-3PM<\/del> (rescheduled) August 29<sup>th <\/sup>from 11-12PM.\u00a0 We encourage users who are currently utilizing this functionality as well as users who aren\u2019t but would be interested in doing so to attend.\u00a0 Your feedback on process and\/or guide enhancements is also welcomed. Zoom link: <a href=\"https:\/\/rochester.zoom.us\/j\/99462739388\" target=\"_blank\" rel=\"noopener\">https:\/\/rochester.zoom.us\/j\/99462739388<\/a><\/li>\n<li>\n<ul>\n<li>Link to PDF guide: <a href=\"https:\/\/rochester.app.box.com\/s\/plly7bntmmqoj3va4grae7n9k6euywr3\">https:\/\/rochester.app.box.com\/s\/plly7bntmmqoj3va4grae7n9k6euywr3<\/a><\/li>\n<li>Link to video: <a href=\"https:\/\/rochester.app.box.com\/s\/kc1topz91wxdvpqkz52abb3mgghwvra2\">https:\/\/rochester.app.box.com\/s\/kc1topz91wxdvpqkz52abb3mgghwvra2<\/a><\/li>\n<\/ul>\n<\/li>\n<li><strong>Supporting documentation for electronic invoices<\/strong> are not stored in UR Financials. Visit the\u00a0<a href=\"https:\/\/rochester.box.com\/s\/vxss9abxowh6mr5oye5rqdc270plx5co\"><strong>Electronic Invoice Reference\u00a0<\/strong><\/a>page to view the supplier\u2019s email address to use if you need to request copies of electronic invoices.<\/li>\n<\/ul>\n<hr \/>\n<h3>Tips and Tricks<\/h3>\n<ul>\n<li><strong style=\"font-size: inherit;\"><u><strong>How to research postings related to \u201cAllocation\u201d or \u201cRecurring\u201d journals<br \/>\n<\/strong><\/u><\/strong>Log in to UR Financials <a href=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/\" target=\"_blank\" rel=\"noopener\">website<\/a>, go to Resources and Forms, then Allocation Contact or Recurring journal contacts. Each link provides the list of names for each department\u2019s allocations and recurring journals. Please reach out to appropriate person related to each department as they will have the backup supporting these entries.<img decoding=\"async\" src=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2024\/08\/URF-Resources.jpg\" \/><\/li>\n<li><strong style=\"font-size: inherit;\"><u><strong>WalkMe<br \/>\n<\/strong><\/u><\/strong>This is a virtual help assistant guiding you step-by-step through certain tasks within UR Financials and P2P.\u00a0 It is recommended that users download WalkMe using the instructions located <a href=\"https:\/\/rochester.app.box.com\/s\/883dn09pozvsdxoro6eab5pn3ol1erir\" target=\"_blank\" rel=\"noopener\">here<\/a>.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In this issue: Workday\u00a0Expenses\u00a0(University only, excluding affiliates) Alcohol AMEX Corporate Card charges and Workday Reimbursement payments Expenses user group meetings: August 29th 11am-12pm Helpful links Accounts Payable\u00a0(University only, excluding affiliates)&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-26612","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - 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