Resources

This document is used for: Letter of Request for Transfer of Equipment.

November and December 2022 Account Certifications have been delivered and are ready to reconcile.  Reviewing both months at the same time, might save some time in the review process. The steps are below. You can also see a video demonstration here.

1. Type Details for Account Certification in the search bar. 

On the Details for Account Certification screen

This appears for a Medical Center employee or position is funded by Academic or UPG FDM strings. The forward accruals functionality is used by the Medical Center to estimate payroll costs through the end of a financial reporting period, but while these expenses may appear as part of month-end close, they are reversed out with an accounting date of the 1^st of the next fiscal period. 

Check your level of security - if they are outside of your Cost Center or Cost Center Hierarchy, you would need Security Access at the Company level to process their PAA. 

Why is Worker Position - Period Activity taking precedence over the costing allocation I had set up?

Workday follows a costing allocation hierarchy.  If an employee is receiving pay through a Period Activity Pay, this takes precedence over any other costing allocations that may be set up for that worker (Ex.

This video shows how to review details for both months; use only if helpful.

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Attached is the ISP and Internal Catalog Request Template

Day In the Life of a Fiscal Administrator (Reporting FAQ)

Our Reporting User Group worked with the Reporting & Analytics Team to produce this Day in the Life FAQ on reporting.  This guide matches up 1-2 reports with the most frequent daily questions that fiscal administrators and business officers need to address.  Our goal is to provide you with a slimmed-down digest of go-to reports selected by your peers.

Last Updated February 13, 2023

How are we doing against our fiscal year budget? 

 

A bookmark saves your filter selections in an app/module, so the next time you want to retrieve those same filters, you can simply select your bookmark. It is highly recommended you create bookmarks for your most commonly selected filters. Bookmarks are easy to create and save you time.

This short and useful job aid provides navigation procedures for the most commonly used procedures in the UBI Analytics (Qlik Sense) applications, plus much more.

This Quick Reference can be viewed online, or printed double-sided and folded into a trifold.  Be sure to select “flip pages on short edge” in your Printer Settings if you want to print and use it as a trifold.

The final fund balance realignment submission deadline has come and gone for entries booked to ledger 3999:Fund Balance Prior Year.

A new journal source (FY22 Fund Balance Adjustments) is now active in Workday's Create Journal business process that will allow units to separately track additional entries related to their beginning fund balances within the 8904:Non-Mandatory Transfer ledger account. A few things to keep in mind when using the FY22 Fund Balance Adjustments Journal Source:

This video illustrates how to work early on November 2022 Account Certifications:

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This PDF FAQ describes how to pull a report that will allow you to get started with November reconciliations that haven't been created due to the halt with the project multi-funding source engine.

FY 2023 - 2024 ETF Status Report as of January 8, 2024.

The UBI & Workday Reports Inventory provides an overall list of commonly used financial reports broken out by category. The table includes the name of the report, report type, description, purpose, and key outputs (does not reflect all fields in the report). Use the table of contents to control + click to find the type of report you are looking for! *Please note this inventory will continue to be expanded and updated to include new reports that become available.

This NDA is for Access to the University of Virginia Gift and Endowment Agreement Database. 

Signed agreements must be sent to UVAFinance via Ask Finance prior to the security access request being approved. The non-disclosure agreement can be physically signed and scanned or signed electronically by each individual necessary for completion. To sign electronically within Adobe, please have both individuals use the Fill and Sign tool.

A compliance letter for equipment purchased on government funded awards.

Compliance letter for equipment purchased on government funded awards.