Central Units IBO
The Central Units Integrated Business Office supports the operations and financial management of the central departments of Yale School of Medicine, from day to day transactional activity, to budgeting, forecasting and monitoring, to long range planning. The teams are aligned to support the administrative, educational and research missions of YSM.
The Shared Services team processes transactions for departments in administration, education programs and central research core facilities.
On this page
- Long Range Planning
- Quarterly reporting
- Annual budget
- Year-end close
- Developing measurements and metrics on case volumed received by case type, by department, by processing time spent
- Using case data above to develop SLA expectations
- Identifying all departmental procedures and processes, followed by preparing written Standard Operation Procedures for each
- 3301 Travel on University Business
- 3303 Gifts from University Funds
- Workday guide on creating requisitions and POs
- 3215 Yale Purchasing Card
- 3302 Business Meals, Entertainment and Other Social Events
- 3210 Professional Services and Consulting
- YSM Endowment Income Spending guidelines
- Workday Training
- Procurement toolkit
- 3201 Yale General Purchasing policy
- How do I complete an expense report?
- Which receipts need to be submitted with my expense report?
- When are additional approvals required for items on an expense report and who should the approvals be from?
- Has my Accounts Payable invoice been paid yet?
- What is the proper spend code for the expense?
- How to prepare a Journal
- How to process a Payroll Accounting Adjustment
- How to Enter Costing Allocation
- How to enter a budget into YBT Financial Plan
- How to enter salaries in YBT Labor Plan
- How to set up a new cost center/Project request.
- How do I create a PO?
- How do I process an invoice?