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
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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
Exciting news for the purchasing community across UVA! As of May 8, everyone with the Procurement Shopper role in Workday Finance can close POs in Workday. This decision returns some functionality users experienced in Oracle. Here's what the new permissions allow you to do:Close POsClose PO linesReopen POsReopen PO linesWhat you cannot do: Cancel POsClose or reopen RequisitionsWe have Quick Reference Guides for Closing Purchas Orders available online. Impor
Year End Closing Dates are available on the UVAFinance website. Access them by clicking this link: https://uvafinance.virginia.edu/year-end-closingsYou'll notice the deadlines are listed chronologically, but you can also search by "Finance Activity" (functional area). Note that the calendar contains two pages; click the "next page" button in the bottom right to navigate it chronologically.NEW: Just want a printable pdf of all the dates? Download it here!
Patty and Brandi discuss Ryan Holiday's book Stillness is the Key, a NY Times bestseller that describes how to stay steady and draw on inner peace while the world is anything but quiet. We go over the book's main concepts, historical examples, and practical applications, in the hopes that you'll find at least two or three ways that you can increase your own clarity, calm, and happiness. We learned much from Holiday's book and hope you will, too!LISTEN IN
Contributed by Amanda Lockhart DavisL to R: Rebecca Clore (temp), DeAnna Snead (temp), Jack Jensen (trainer),Leslie Williams (AP), Brittany Ripple (temp), and Sarah Outten (temp)How excited are we to report that invoice processing has moved in-house? SO EXCITED! And we know you're excited, too!All invoices are being processed in-house, on-Grounds, and within UVAFinance, by warm bodies with thoughtful brains.This Monday, April 24, a group of sharp-as-a-tack temps arrived to train with
UVAFinance team members share their expertise far and wide this month:Amanda Lockhart Davis and Adeline Coe were featured speakers and panelists at a CPE event hosted by PaymentWorks and Carahsoft. They shared their knowledge and experience on risk mitigation and the strategic importance of your vendor master file. Angela Knobloch was a panelist at CUPA-HR's Spring Conference in Boston. Her focus? Change Enablement across Finance Stakeholders. She's pictu
The Online Community, or CommunityHub, is a fond memory at this point, having sunset on April 19. If you find yourself missing something you used to access there, here's where it landed: Finance ContentMuch of the Finance content on CommunityHub was FST-related and has been archived. Content that was still relevant to the work we do, such as information related to the FDM, it has been moved to the appropriate area on the UVAFinance website. If you find yourself in need of something and y
Jacob Mair has accepted the position of Senior Director of Financial Accounting and Reporting, effective immediately. Mair has most recently served as Director of Financial Reporting and Accounting, was a leader on the Finance Strategic Transformation Project, and was even recognized last year with a Leonard Sandridge Award for his work and dedication throughout the FST project.This new role will have broader engagement regarding our annual audit and collaboration with the Medical Center, along
For UVAFinance Team MembersA Cisco AnyConnect update began rolling out on April 24th. This update is safe and you should install it when prompted.The prompt should occur sometime over the next month when you attempt to establish an HSVPN connection.
A new set of Finance Reporting & Analytics Release notes were posted on April 10. Did you miss them? You can see the whole release online here. There were lots of goodies in this month's notes! There were so many updates and new things, in fact, that you may have missed:The Research Administration Dashboard is now accessible to principal investigators.There's a new report in Workday that gives a managerial summary of current and projected fund balances for the Academic
L to R Jarod Verkleeren, Nika Vest, Dallas Pitt, and Jim Stolz: our Clean-Up Squad! You'llhear more about these awesome folks soon.Spring. It's the time of the year we clean out closets, wash windows, dust the blinds, and do other deep-cleaning chores. It's also a great time to tidy up financial transactions!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
Sometimes, requisitions you submit to Procurement will have a line with $0 (zero dollars). Usually, this is a free sample or to document the transaction liability reasons, etc. In any case, zero-dollar requisitions occur every once in a while. Here's the important part: until we implement a system fix that's in the works, please let us know via Ask Finance if you submit a requisition including a zero-dollar line. All we need is the requisition number! &nbs
After completion of a thorough and robust national search, UVAFinance has chosen Mark Cartwright as the new Senior Director of Procurement & Supplier Diversity Services, effective April 24. Cartwright served in this role on an interim basis for three months, providing excellent leadership, and prior to that, led Supplier Diversity for over a year.Cartwright has a long and varied background in leading procurement teams, including those at Virginia Tech and the Commonwealth of Virginia.
https://uvafinance.virginia.edu/year-end-closingsYear End Closing Dates are now available on the UVAFinance website. Access them by clicking this link: https://uvafinance.virginia.edu/year-end-closingsYou'll notice the deadlines are listed chronologically, but you can also search by "Finance Activity" (functional area). Note that the calendar contains multiple pages; click the "next page" button in the bottom right to navigate it chronologically.
The month of April has been rocky so far in terms of system outages. Whether it's Workday, Jaeggar, or Adaptive, we've had our share of ups and downs. When you can't do your work, it's very frustrating, and the only thing you need more than for it to be fixed is knowledge.Here's where to go for system outage info: The UVAFinance System / Status page: You can get there from the blue ribbon at the top of every page on our website, or by clicking "systems-status" at the top o
As of 9 am Wednesday, April 12, all UVAFinance Team members have a climate survey from Augie Maurelli in their inbox Please follow the link to the Qualtrics survey and share your feedback by April 19 at 5pm. If you don't see the survey in your inbox, check first to make sure it didn't get filtered into another folder or your junk mail, then contact Jill Simpson and she'll make sure you get a copy to complete.Thanks for sharing your thoughts in advance of our Spring All Hands mee
Contributed by Mark CartwrightThe University of Virginia has joined the Sustainable Purchasing Leadership Council, a who’s who of private sector, higher ed, government, and non-profit advocates. Higher Ed members include Yale, Harvard, Princeton, MIT, NYU, Stanford, Emory, and Georgia Tech.The SPLC connects members to best-in-class sustainable procurement expertise including one-on-one training, a network of engaged peers, and practical guidance that includes case studies, webinars, contract lan
Finance Reporting & Analytics Release notes for April 10 have been posted to the UVAFinance website. This update includes significant new reports and modifications that have been released since March 9th as well as known issues that we are investigating or working on currently. This was a BIG month with lots of new reports and updates to pre-existing reports. Some highlights of note:Fund Balance by Major Business Unit: A new report in Workday that gives a managerial sum
Save the date: Thursday, August 3, 10 am - 2 pm, Newcomb Hall BallroomAfter the three-year Covid-induced hiatus, we are eager to the Travel & Expense Expo back to Grounds.The Expo consists of a vendor fair showcasing nearly 40 contracted Travel & Expense suppliers.Throughout the day, we will also host workshops about travel and expense-related topics. This event is for travelers, travel arrangers, and anyone interested in T&E at UVA!
Earlier this April, UVAFinance Solution Center User Success Agent Teri Bowen took on a new role within Treasury. In her new position as a treasury analyst, Bowen will analyze the University's daily bank accounts and assist with daily cash positioning, develop relationships with the University's banking partners, process debt services and other treasury payments, and much more. She'll also help triage the Treasury Salesforce queue.That responsibility isn't the only way her
When there is an administrative delay in setting up the Award and Grant(s) in Workday Financials, costs are generally held in a non-sponsored worktag until moved to the newly set up grant. Please follow the abbreviated steps below to submit the cost transfers (payroll and non-payroll) as exceptions to the standard and retroactive cost transfer processes. Please note, the “Administrative Exception” should not be used if the grant has been available for use in Workday for over 90 days.Pa
On April 19, the Online Community, or CommunityHub, will sunset, but don't worry: resources you've accessed on that platform have moved to other locations you use frequently. So where do you find your stuff?It depends on what you're looking for!Finance ContentMuch of the Finance content on CommunityHub was FST-related and has been archived. Content that was still relevant to the work we do, such as information related to the FDM, it has been moved to the appropriate area on the UVAF