Events

Ensure OSP- Huron/Workday Integration

Optimize functional security role assignment/admin

Address discrepancy with Workday display of FD019 - Restricted Gen Funds (State) and Cardinal display of fund balance

Conversion of International Tax Software

UVA Northern Virginia & UVAFinance Service Agreements

Employee Retention Credit Claim

Grant accounting - beginning balances

Move expenses from non-sponsored/non-grant to Grant (GR)

Maintain, Improve and Revise Insurance Portfolio (policies, coverage in place)

Execute Claims process

Foster participation with Risk Management across Grounds-Medical Ctr-Wise (institution)

Launch Payment Card pilot program with students

Support Financial Modeling for: Biotech, Performing Arts Center, 2nd Year Housing, Access UVA, Darden Master Plan, Medical Center Ambulatory

Launch new approach to Quarterly/Interim Financial Reporting

Complete Consolidated Statements and APA Audit by December 1

Financial Excellence/Scorecard Dashboarding

Strengthen/review Attestation Approach/Process

SIF Management Role Mapping

Produce White Paper that describes the purposes and uses of Institutional" in the UVA Financial ecosystem

Close Processes: Cashiering / A/R Functions

July Mass Stipend Disbursement Date

Departments must have stipends entered and approved in SAFM

Last Day for SIS Departmental Aid Feed

Final SIS AP Feed to Workday

SIS Final Journal Entry Files

Last day to request Purchase Orders that include grants with end dates prior to June 1 for roll forward

Long Term Pool Deposit Trade cutoff

Last Day to Transfer Funds from UAOs to UVA R&V

Final UPG and ACD Monthly completed

Run Depreciation