Resources

How to use Kanban boards with your Team

Sample Interview questions to assess the interviewee's continuous improvement mindset

Encouraging a CI Mindset in Your Team

UVAFinance A3 (Printable)

Printable Fishbone Diagram 

Fillable Impact Effort Chart

How to build a virtual kanban board in Microsoft Teams

Tips for Effective StandUp Meetings

Change Feedback & Follow Up Form

How do I clear obligations?

This white paper answers questions about expendable fund balance and explains the basis of accounting and report parameters for expendable fund balance.

This Quick Reference Guide (QRG) is designed to help employees navigate the resources available to find their Expendable Fund balances.

This is the Change Fund Reconciliation Form.

Please use the Petty Account Request form attached and email to treasury@virginia.edu with signatures

The current F&A rate agreement has been extended through FY2023 and the attached is the latest Rate Agreement Letter.

This document reviews the procedure for Requesting Changes to Capital Equipment. 

Most likely these are related to a taxable gift.  To verify, you can run the Details for Account Certification report for the impacted worktags and find transactions that originally posted to Spend Category: Employee Recognition Awards Cash & Non Cash taxable (SC0564). These amounts are often related to gift cards that are taxable to employees and therefore, the expenses are assessed the wage fringe rate.  This does not occur until month-end close, which is why you’re seeing it now on your Account Certification.

This Quick Reference Guide (QRG) is designed to walk users through the process of copying data from an external spreadsheet or template into Adaptive Planning Sheets.

If the start date that was selected in the Add Job business process is not a Monday (Academic Division/Wise) or Sunday (MC or UPG), the costing allocation may hit default account for days prior to the position start date and need to be adjusted.