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As you may know, we changed the expense report approval routing on May 22 to require two unique approval steps. This involved adding alternate routing to Cost Center managers, Senior Department Finance Approvers’ supervisors, and others not previously required to approve expense reports.While we completed significant testing of multiple scenarios before moving forward with these changes, we have received feedback that the Cost Center manager step, specifically, was causing concern as ALL approve

It's been a little while since we've done a Sprint Podcast! Things, as ever, are busy in UVAFinance, but we have been hosting regular Sprint discussions. In this episode, Patty and LaVerne catch you up on our March discussions on Fear.  Next time, they'll recap our recent round robins, which have (rather delightfully) been all over the place, covering topics from women's sports to healthcare disparities to artificial intelligence.  LISTEN IN_________________________________

The Clean-Up Squad has been in UVAFinance for about a month now, and oh, the difference they've made!  Check it out below:464 business management cases to dateThousands of POs closed via mass closures (did you know procurement shoppers can close POs?  Check it out!)73 other Salesforce cases handled as part of the process8,397 total Workday Transactions processed (uh, wow!)Here's how those Workday transactions break down: Task BehaviorCountAdjust Accounting4,809Assign Costing Alloc

In UVAFinance, the Clean-Up team has been working on cleaning up financial transactions on our schools' and units' behalves, and we've also shared some best practices on doing cleanup yourself on your own financial transactions.  But in today's blog post, we just wanted to remind you:  don't forget your Workday Inbox.It's the "under the bed" of financial spring cleaning: something you may not think of immediately, but something that's probably pretty cluttered and that may be affecting

UVAFinance is pitching in to help schools and units in the necessary cleanup of financial transactions before the end of the fiscal year by creating the Clean-Up Squad. We've onboarded a talented team of temps who have taken up the task of spring-cleaning thousands of financial transactions for you! You can read more about this effort here. We thought you’d like to get to know the team who is tidying up your financial transactions. Plus, the Clean-Up Squad members are seeking permanent positions

There's a new crop of tips and tricks from our AP team this week!Tips for tax:  An invoice should follow the terms and conditions of PO, whether to include tax or not, assuming that the PO is responsible for the origin of the Invoice.  Remember that UVA is tax-exempt and can supply a tax-exempt certificate at a vendor's request.Tip on Invoice processing:  When entering invoices manually, enter the supplier invoice number first to let the system check if the invoice already exists

There's a new crop of tips and tricks from our AP team this week!Tips for tax:  An invoice should follow the terms and conditions of PO, whether to include tax or not, assuming that the PO is responsible for the origin of the Invoice.  Remember that UVA is tax-exempt and can supply a tax-exempt certificate at a vendor's request.Tip on Invoice processing:  When entering invoices manually, enter the supplier invoice number first to let the system check if the invoice already exists

Stephanie, Murphy, and PeterStephanie McAteer really likes puzzles, whether they’re the actual, boxed variety with hundreds to thousands of pieces or the financial variety that involves analyzing financial statements and deep dives into numbers. Her love of fashioning a big picture out of a myriad of little pieces serves her well as a Senior Financial Analyst in UVAFinance, a role she’s held for eight months now (we’re a little late in introducing her).McAteer hails from Williamsburg and has a b

Stephanie, Murphy, and PeterStephanie McAteer really likes puzzles, whether they’re the actual, boxed variety with hundreds to thousands of pieces or the financial variety that involves analyzing financial statements and deep dives into numbers. Her love of fashioning a big picture out of a myriad of little pieces serves her well as a Senior Financial Analyst in UVAFinance, a role she’s held for eight months now (we’re a little late in introducing her).McAteer hails from Williamsburg and has a b

This May, UVAFinance's Mark Cartwright was a featured speaker on a panel at the 13th Annual Virginia Society of Healthcare Engineers.  The topic of the panel was Community Impact:  Envisioning and Achieving Historic SWaM Spend at the UVA Health University Hospital Expansion.  Cartwright was joined on the panel by John Calvin, a project executive from Skanska, and the CEOs of two minority-owned construction firms that participated in the project, Junior Burr of Canterbury Ente

Finance Reporting and Analytics Release Notes for May 22 have been posted to the UVAFinance website. This update includes significant new reports and modifications that have been released since April 10 as well as known issues that we are investigating or working on currently.A friendly reminder that you can always find this information and more reporting resources at Business Intelligence & Analytics | UVA Finance (virginia.edu)Here are some highlights: WorkdayAccount Certification Rep

UVA has launched a punchout with Quartzy, a lab inventory management platform and scientific research supply marketplace, in the UVA Marketplace. Quartzy fosters our waste reduction and sustainable procurement initiatives by providing a central lab inventory platform to monitor stock levels and minimize unnecessary ordering.Benefits of Quartzy Punchout: No copy/pasting fields for the labs when placing orders with QuartzyAll UVA labs receive a $250 credit as well as a two-year free subscrip

On May 22, an adjustment was made to the approval routing in Workday Expenses to include alternate approvers.  This change means that Workday Expense now has the same sort of internal controls we had in Chrome River, which required two unique approvers for each expense report.  Now, cost centers with the same person in multiple roles may have more expense reports that route to an alternate approver.  If an approver is the initiator of the expense report, the expense owner, or

This year UVAFinance plans to participate in the annual United Way Laurence E. Richardson Day of Caring, which will take place on Wednesday, September 20th. Please mark your calendars if you are interested in participating. We will share more information and details in the coming months. You can read more about the 32nd Annual Day of Caring on the United Way of Greater Charlottesville's website. 

Moserah Nkosi will graduate with the UVA class of 2023 on May 21, but the foreign affairs major has been a part of the Ask Finance Team since early in the month.Nkosi as a HS GradNkosi is no stranger to customer service, having worked multiple jobs during school.  Being on the front lines in restaurants and grocery stores has made her at ease in solving problems and given her perspective on stress. In her first days on the job, she says it’s been great having so much help and support, but

Lee Bobbio joined UVAFinance in November of 2022 as an Accounts Payable Specialist but somehow managed to fly under the UVAFinance Blog’s radar until recently. We’re pleased to officially welcome him to the team!The Bobbio familyBobbio has a broad background in finance and banking, as well as a variety of technological pursuits. Of his transition to academia from his most recent role in management at SunTrust bank, Bobbio says he finds different nuances to the traditional corporate environment

This week, the AP Team has a few important tips to share.First, remember that since we've moved invoicing in-house, the address for POs is different.  Just keep this in mind in case your vendors reach out to you concerned about the change and reassure them that all is well!Second, when you're entering invoices in Workday, be sure you're using the actual invoice date from the invoice itself, not the date you're entering the invoice or the received date.  For our Prompt Pay numbers to be

New resource alert!  Folks have been asking questions about working with America to Go, so UVAFinance trainer Jack Jensen developed this FAQ Quick Reference Guide to help out.  It's basic right now but we're happy to add to it, so please share any additional suggestions and questions with askfinance@virginia.edu.Ordering From America To Go FAQ Quick Reference Guide_____________________________________________________________Related Content:  AP Tips & Tricks

May is the season to celebrate academic achievements! If you or someone in your immediate family is graduating this year, your UVAFinance teammates would like to celebrate with you.  It doesn't matter if they graduated pre-K, high school, college, or just became a doctor. Please share your news with the blog by emailing us before the close of business on May 22.  We need to know your name and their name, your relationship, plus where they graduated from. A picture would be wo

Did you know that you can give another employee feedback in Workday? Whether a direct report, manager, or colleague in your department or outside of your department, Workday has a feature that allows you to share feedback with that person. Simply find the person in Workday and click on the Actions button below their name and select Give Feedback.You can share the feedback with just the person, with the person and their manager, or you can use the feature for documentation purposes and choose not

The Clean-Up Squad has only been on the scene since the end of April and they've already made great progress.  Take a look: Adjust Accounting: 2841 recordsAssign Costing Allocation: 370 recordsClose Purchase Order: 27 recordsCreate Change Order: 14 recordsCreate Payroll Accounting Adjustments: 173 recordsRevise Internal Service Delivery: 314 recordsRevise Payroll Accounting Adjustments: 66 recordsThat's a total of 3,805 transactions done in just a couple of weeks' worth for some of our

UVAFinance is pitching in to help schools and units in the necessary cleanup of financial transactions before the end of the fiscal year by creating the Clean-Up Squad. We've onboarded a talented team of temps who will, for the next months, take up the task of spring-cleaning thousands of financial transactions for you! You can read more about this effort here. We thought you’d like to get to know the team who is tidying up your financial transactions. Plus, the Clean-Up Squad members are seek

The UVAFinance Clean Up Squad continues to make progress keying financial transactions for UVA schools and units ahead of fiscal year-end (read more about this effort here; read more about four of our squad members on the blog here).  We've noticed as we've been tidying up that some schools and units have been doing their own cleanup (well done!) and we wanted to share a few best practices on correcting transactions.Let's start with an example:  A supplier invoice hits the wr

The Office for Sustainability joined the May Fiscal Administrator's meeting and provided updates on the current status of UVA's single-use plastics reduction efforts and shared that UVA has joined the Sustainable Purchasing Leadership Council (SPLC). Single-Use Plastic Requirements:  To align with the  University's Sustainability goals, UVA will continue its commitment to reducing single-use plastics and will not purchase, distribute, or sell single-use plastics with UVA funds.&nb