For previous months Account Certifications that were already pushed out, You can request the account certifications be reassigned using the Reassignment Request Template within the Account Certification UBI. Request Account Certification Reassignment Quick Reference Guide
Resources
The report Details for Account Certification can help.
In Workday, type Details for Account Certification in the global search. Select the Worktags that match your Account Certification. This will give you a report with all the details. You can export to Excel. Pro tip: Keep the Details for Account Certification open in Workday to drill into transactions you need more information on.
- Workday General Account Certification Reports
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Report Name Description Output Details for Account Certification A custom UVA Workday report bringing together user requested elements to support the Account Certification process. - Pulls in Revenue, Expense, and Transfer ledger items that appear on the Account Cert
Changes in Account Certification : https://youtu.be/8vbbzM6KxrU
- What's Changed?
For Account Certifications created before Feb. 1st, 2024, Account Certifications pulled in activity that are in
the Standard: SRECNP Ledger Account/Summaries.
Now that the investment income ledger accounts have been suppressed from Account Certifications, you may want to see that activity. Note: This information does not need to be reviewed as it is reconciled in central finance and is rolled back into the investment.
The Investment Income Ledgers that have been suppressed are:
4400: Investment Income
4401: Investment Income – Debt Proceeds
Slides for the Account Certification Workday Process lesson.
It is important to know how to read and understand how Endowments come through in Workday, so you can understand your reports and your account certifications.
There are potentially two things that need to be done.
Do you have many account certification lines to review? This video will walk you through how to use the Details for Account Certification Report to help get the job done. Hit the link below.
When the Account Certifications are created, it is associated to a position ID.
If your position changed and:
- You had previous Account Certifications that still needed to be completed.
AND
- In your new position, you are still responsible for completing the Account Certification.
The Gift account certifications are always routed to the Cost Center Fiscal Specialist to be prepared. However, they are routed to an approver depending on whether they are in the Allocated Gifts hierarchy or not. Those in the Allocated Gifts hierarchy will route to the Cost Center Manager for approval. Those that are NOT in the Allocated Gifts hierarchy will route to the Unit Gift manager for approval.
The approver for some transactions (i.e., Account Certifications, Accounting Journals, etc.) with a Gift worktag will depend on whether the Gift is in the Allocated Gifts hierarchy.
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Gift in the Allocated Gifts hierarchy, the approver will be the Cost Center Manager.
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Gift NOT in the Allocated Gifts hierarchy, the approver will be the Unit Gift Manager.
If you have a long list of Account Certifications to complete, you may want to find a way to prioritize your list. In the Account Certifications Actions dashboard, you will find the Account Certifications Awaiting Me – Detailed report. This report will help you prioritize and make it easier to complete you Account Certifications.
There are a few ways to find that information to find who is listed in the process for an Account Certification,
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Remaining Process button
Within an Account Certification, you can select the Process subtab.
The Internal Service Provider (ISP) contact information can be found in Workday. There are multiple ways to find the information.
- Use the Internal Service Provider Information report.
The Internal Service Provider Information report in Workday provides you with points of contact based on who has been assigned as the ISD Data Entry Specialist for the ISP.
No, since Account Certifications are excluded from users’ inboxes, delegation does not work for the account certification business process.
Depending on the length of time you need to delegate the Account Certification responsibility for, you may need to two different things:
This Quick Reference Guide (QRG) is designed to walk an employee with an Account Certification role through the steps to request Account Certifications reassignment for Account Certifications that were already created.
Account Certification Variance (Video Demonstration)
Account Certification Preparer (Video Demonstration)