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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.

Recurring Deadlines

  • Long Range Planning
  • Quarterly reporting
  • Annual budget
  • Year-end close

Operational & Management Metrics

  • 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

Questions & How-Tos

  • 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?