News

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!  

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

With over a year of experience under her belt as a User Success Agent in the UVAFinance Solution Center, Rasha Ahmad has taken on a new role in the organization as a Business Services Associate.  In this role, Ahmad will administratively support UVAFinance leadership, particularly the Associate Vice President for Finance & University Controller (upon that position being filled).  Both Ahmad's background on the "Ask Finance" team and her previous work history in retail manageme

We're pleased to share that two more former Clean Up Squad members are now full-time UVA employees! You may recall that in the spring preceding the turn of the fiscal year, UVAFinance employed a talented team of temps to help clean up thousands of financial transactions related to the first fiscal year within Workday Financials.  These temps, our Clean Up Squad, helped ensure a smoother year-end close with less work falling onto schools and units.   Four Clean Up Squad member

Hey UVAFinance Team members, grab your calendars! Here are some important dates to note for the UVAFinance Team this fall and next spring: Quarterly Town Hall: November 2023Social at Carter Mountain: November 16, 2023Quarterly Town Hall: February 2024Finance Week:  April 15-19 2024We'll firm up times and other details as the dates draw nearer.  Watch your email and this space! 

Finance Reporting & Analytics Release Notes for August 24 have been posted to the UVAFinance website.This update includes significant new reports and modifications that have been released between July 1st and August 11th as well as known issues that we are investigating or working on currently.When using the UBI WD Journal Lines app, please remember to set filters BEFORE you open the Details sheet. The amount of data in the application continues to grow so limiting the data before the table

 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,

UVA is launching a punchout in the Marketplace with Aireco Supply, a heating, ventilating, air conditioning, and refrigeration (HVACR) wholesaler in the mid-Atlantic region. Aireco has over 70 years in the business and helps the University and facilities management staff find standard and unique HVAC parts to repair systems around Grounds.Benefits of the Aireco Supply punchout: No copy/pasting fields for the requesters when placing orders with Aireco. After discussing your system and its pr

 Earlier this month, Angela Knobloch - senior director of Change Enablement/Continuous Improvement at UVAFinance - facilitated the  Institutional Research & Analytics' (IRA) annual planning session.  IRA reports to the Office of the Provost.Hosted at the UVA Darden Kimpton Hotel, Knobloch led various events throughout the day to get the team to reflect on the past year and look forward to future goals. The team centralized their focus on data across their core service areas: W

So you want to invite someone to register in PaymentWorks so they can do business with UVA.  You've made sure they aren't already registered, now all you need to do is decide which type of invite to send them.  Is it an individual payee invite or a supplier invite?  How do you know which one is the right one to send? Sometimes it's easy to tell, but when you're working with a person and not a company, it can seem confusing.  Here are some guidelines:Use a Supplier Regist

A new spend category can now be processed via the supplier invoice request process in Workday.  'Services Entertainers (SC0208)' was previously limited to the purchase order process.  The new spend category means that paying artists, performers, and other entertainers is now easier for departments and ultimately quicker for the vendor.  One important note, however, is that if a contract must be signed, then a PO is still required.This addition was an idea from a finance partn

When your Workday purchase order lines and corresponding supplier invoice lines do not have the same price and/or quantity or your purchase order totals and invoice totals do not have the same price and/or quantity, you get a match exception.  It's important to be proactive on match exceptions -- don't ignore the notifications you receive about one of your invoices being under match exception, because invoices under match exception can't be paid.  This means the suppliers you use

Recently, UVAFinance’s Clara Tang and Michelle Gregory finished the Leadership Essentials (LE) program, presented through UVAHR. This was no small feat. LE is an interactive 12-week program designed to educate, inspire, and stretch one’s leadership thinking and abilities to succeed at UVA. Participants engage in this in-person class twice a week through dynamic discussions and activities to build relationships and learn from one another. However, not just anyone can join. Participants are requir

Your eyes aren't deceiving you, the UVAFinance blog did indeed get a facelift.  All of the historical content is still here, though!  You may notice some new features coming online in the next several weeks.  If you click on a link and something unexpected happens, have a little patience, because it will be a work in progress for a week or two.  Please direct any questions to Brandi Van Ormer, and thank you!

Every year after Labor Day (since 1996), the United States has celebrated National Payroll Week.  This year, we celebrate it from September 5 through 9.  UVAFinance is proud of our team of payroll professionals, who aren't fazed by increasingly complex payroll challenges based on local and national legislation, and who are up for all the changes that come from new systems (we're looking at you, Workday HCM and Workday Finance).Happy National Payroll Week, UVA Payroll Team!  W

We want to pay your supplier’s invoices in a timely fashion, and we know you want that too! Please encourage your suppliers to submit invoices that include the following basic information:Vendor nameVendor invoice numberAmount dueInvoice dateDescription of services or products providedThe document also needs to be clearly marked as an invoice (see the sample provided below).Click the image for a larger viewIf your suppliers submit invoices without this information, please ask them to correct the

The Office of Sponsored Programs and Finance have partnered to create new fund hierarchies, which are the high-level of funding sources associated with non-sponsored driver worktags (DN, GF, and PJ). The fund hierarchy, FDH087-Allowed for Cost Share, will be entered as an Allowable worktag on cost-sharing grants and sponsored grants that are subject to a salary cap. In the current state, OSP Pre-award requires the department to provide their non-sponsored worktags for cost-sharing & ove