INFORMATION FOR
News
Gas for rental cars; Equipment received not invoiced; Workday project form and requests; and more!
PCard suspension, New Policies, VA IPA/JPA Contracts, Consolidation of Travel Booking Services, and more!
November, 2023 News: Clear and Global Entry; Residual Balances Form; Clinical Trials Closures; Sales Tax on PCards; Funds Flow
November 2023 Reminders: Presentation; Cash Sales; Customer Setup; New RFP Template; Incentive Compensation; Billing to International Customers; Deferred Revenue; T&E Approval; Policy 6002; Post Award Staff Training; Fringe for No Benefits Staff; Indirect Rate for Trials
As we move forward with the transition from Bank of America to US Bank for our prepaid cards, the Treasury Department has put together an FAQ.
Send us your process improvement and money-saving ideas!
Donations, T&E Approval, Bridge Funding and Recruitment Funding
RFP template, Cards, Amazon, AR, ISPADJ Journal Source, Monthly Ledger, Clinical Trials
Fiscal year end reminders from the Controller's Office
Proposed updates to the form include a distinction between the necessary steps and items for closing sponsored award balances (FD02/FD28) versus industry clinical trial balances (FD29).
The Centralized Billing team has been contacting specific departments with balances that have had no activity for over 12 months.
WTI, IRS, NIH Cap, and Billing reminders
Finance Training Highlights
Untimely billing may lead to inaccurate financial reporting for YSM and the university.
Customers and suppliers are not to be used interchangeably. They represent different types of parties in Workday and have two distinct setup processes associated with them.
Per Yale University guidelines, all individuals and entities with whom the university interacts must be clearly identified and be associated with a unique Workday customer number.
In the July 27, 2022 Business Update, a policy update was made regarding non-sponsored Payroll Accounting Adjustments (PAAs) and Accounting Adjustments (AAs).
Revised Financial Review Checklist