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Last week, the Travel & Expense Team hosted two webinars for UVA attendees who missed out on the T&E Expo offerings.  The webinars were recorded and are now available for viewing on the UVAFinance website.  Workday Expense Webinar (Video Presentation) - Presented by Justina Duncan. An ExpenseUVA expert walks you through Workday expenses, sharing helpful tips and tricks and taking attendee questions.TravelUVA Webinar (Video Presentation) - Presented by Danae Polem

For Fall 2023, the Records and Information Management office will be launching on-demand resources around managing your electronic information, including email.Every few weeks they will release a new recording and tip sheet on a topic in the series. These recorded sessions will replace the live training we offered last Spring. You can access these videos anytime and they each run 5-10 minutes long.Their first session is called Automating Retention in Microsoft Applications, which reviews the us

A lot has changed in UVAFinance in the past few years (understatement!). There are many new faces, changes to the organizational structure, and lots of differences in the way we do our jobs. When remote and hybrid work is added into the mix, it's easy to become unsure about which department does what and who works where.Introducing UVAFinance is a recurring blog feature created to introduce our team to our team, a couple of members at a time. Every other week, we'll present readers with two team

Procurement & Supplier Diversity Services is showcasing a proposed monthly requisition close process to finance partners across UVA, and responses have so far been positive.  The process would mean less cleanup at the end of the fiscal year and alleviation of the confusion caused when change orders reopen requisition commitments. Currently, Workday Finance users close their own fully-sourced purchase orders.  In the proposed process, while users across Grounds will retain that

When your unit needs changes made regarding your Worktags, please use the most up-to-date version of the Complete Worktag Request Template. How do you know you have the most recent version of the template?  Easy!  The one you find on the UVAFinance website is always the most up-to-date one.  Find it on this "how to" page: https://uvafinance.virginia.edu/workday-financials/fdm-worktags/how-request-and-change-worktag under the "Complete Worktag Request Templ

Click the image for a larger viewIn early October, UVAFinance's Solution Center (the "Ask Finance" team) will launch a customer-facing Salesforce portal that will allow our customers in UVA schools and units to keep track of the progress of their questions and concerns.The construction of the portal and the "inside look" it offers into how customer cases are managed is the result of requests from multiple financial partners at UVA.  We're pleased to be at the point in our Solution Center's

UVAFinance's Katie Walker has been promoted to Assistant Vice President of Financial Planning & Analysis.  Walker has served as Executive Director of Financial Planning & Analysis for over two years.  Vice President for Finance Augie Maurelli said the change was necessary based on the increased interaction between Commonwealth offices and University leadership.  "The heightened sense of awareness due to budget reporting demands, the coordination of operation

 Congratulations to the 2023 UVA Service Award honorees in UVAFinance!  We're so glad you're here.Katie WalkerJay GallimoreLogan HobbsToShun CampbellMeredith DixonYvonne MethenyClaudette Rollins Tim LingoConnie AlexanderNancy HoneywellStacey RittenhouseTommye ArnoldLisa Atkins

We've planned Fall Headshots for October 18, 2023, at Carruthers Hall. If you need a headshot, please head to our Sign Up Genius page to secure a time slot. Priority will be given to those who do not have an existing headshot. If you already have one but would like a new one, email Brandi directly and we will do our best to accommodate you.Sign Up Here!

@uva.financeFind UVAFinance on Instagram @uva.finance Our feed is meant to focus on our people, so if you have a picture of something fun your team did, snapshots from a work event, pictures that illustrate an achievement, etc., feel free to submit them for sharing.  

Open Enrollment Website2023 Open Enrollment is October 2-13. Please review UVAHR's Open Enrollment website for 2024 changes and action items. There are seven new mini-video stories to check out!Mark your calendars for key dates, found on every webpage.Attend the Benefits & Well-Being Expos. NEW Night-Shift Expo coming!Meet with benefits counselors if you have questions.Review your benefits knowledge now before Open Enrollment opens in Workday!

Upcoming Wellness Offerings: Community Bridges 5k, September 23Come run or walk with us! Join the EVP-COO team for the Community Bridges 5K on Sept. 23 and help build bridges between UVA and our surrounding community. The course is designed to be “user-friendly” for runners, walkers, and families. Read more at this link and sign up to join us. If you have already registered, you can still join the EVP-COO team!Finding Joy in Everyday Life Sept 19, 3:30 PM/ Presented by FEAPMake the Most of

The Finance Solution Center has two new members whom we're pleased to introduce to you!Gilly HarrisonGilly Harrison's interests cover a broad scope, from criminology to art, but the key that ties them together is their appeal to her investigative nature.  A current Piedmont Virginia Community College student, she's enjoying her communications and criminology classes and the deeper dive her studies afford in her chosen interests. Harrison, who was at Facilities Management before coming

When the Cavaliers take to Davenport Field next February, they'll be completely outfitted with gear sponsored by Wilson Sporting Goods, thanks in part to months of work and negotiation by Procurement and Athletics. The baseball team was due for a renegotiation of their sponsorship contract earlier this year.  The process began with a request for proposal (RFP) in March.  Sourcing specialist Patrick Wood of Procurement handled the RFP and further negotiations, ultimately wrapping u

In UVAFinance we’ve begun a professional development initiative using the DISC assessment. Each team member will complete the assessment and spend an hour reviewing their individual results with our certified DISC practitioners, Angela Knobloch or Patty Marbury. Each team within UVAFinance will also participate in a team workshop. The goal of this initiative is to provide an opportunity for team members to learn not only about themselves but also how to work more effectively together acros

Freight and shipping costs for capital equipment should be capitalized with the asset. Because of this, if you have freight listed on the quote for capital equipment, please add a line to the requisition in the “Goods” section (not Services) of the requisition for it and code it to the same spend category as the equipment.If freight is not listed on the quote, please verify with the supplier to see if freight will be charged for the equipment, since 90% of equipment is going to have a freig

A lot has changed in UVAFinance in the past few years (understatement!). There are many new faces, changes to the organizational structure, and lots of differences in the way we do our jobs. When remote and hybrid work is added into the mix, it's easy to become unsure about which department does what and who works where.Introducing UVAFinance is a recurring blog feature created to introduce our team to our team, a couple of members at a time. Every other week, we'll present readers with two t

Need a little help on a Workday Financials task?  Maybe it's been a long time since you've done a transaction, or a while since you took the training, or maybe you're new in your role.  Whatever your circumstances, our UVAFinance trainers have time on their calendars to give you a hand!  Head over to the Workday Financials Training page and find the right trainer to assist with your task, then sign up for a Zoom meeting.We're happy to take some time to help you!

When you are providing goods or services to another internal department, be sure and handle the transaction via internal service delivery (ISD) instead of using a manual journal entry or supplier invoice. Most Workday Financials users have already taken advantage of the ISD process and can attest to the general ease of the transaction.  In fact, if you're not already using ISD, the only additional step you need to take is a one-time setup of an internal service provider (ISP) using a r

For those who weren't able to attend the sessions offered at the Travel & Expense Expo, mark your calendars for the following dates, when we make them available again via Zoom:Tuesday, September 12, at 12 noon: TravelUVAThursday, September 14, at 12 noon: Workday Expense Q&AJust click the links above to join when it's time; no registration is needed.  We hope to see you online then!  

A new set of Finance Reporting & Analytics release notes was posted on August 24.  Did you miss them?  You can see the whole release on the UVAFinance website. Here are some highlights that might interest you:  A few NEW Workday Reports:Open Obligations on Purchase Orders - This can be run on a cost center, designated, gift, or grant. You can look up a purchase order or a specific supplier. By default, it will include canceled and closed POs and will exclude POs with

The MorrisesA new Senior Sourcing Specialist recently joined the procurement team:  Garrett Morris will focus on athletics and service-based commodities in his role as a buyer and contract negotiator. Morris has a wealth of experience in both procurement and athletics.  He spent the previous ten years procuring every commodity for athletics at James Madison University.  "I did the whole gamut at JMU," he says; "from apparel to IT to even capital construction and equipment."Wi

Don't forget that the Academic leave year ends on December 31, 2023.  Now is a good time to check your "use or lose" hours in Workday, while you still have time to benefit from a few well-placed days off.For more information on PTO Carryover & Cash Out visit the UVAHR website, and contact AskHR@virginia.edu with further questions.

The Miller FamilyIn his new position as a Senior Financial Analyst in the Office of Financial Planning & Analysis, Duane Miller brings a vast amount of experience from his work at the Virginia Auditor of Public Accounts and Department of Education and also an abiding love of UVA basketball.  Both will serve him well in his first role in higher education.Out of all his government-based work, one of Miller's favorite experiences was his tenure at the Virginia Department of Education, so w