Resources

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.

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. 

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 27, 2026

How are we doing against our fiscal year budget? 

 

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 Account Certifications.  This video was created for working on November 2022 Account Certifications when Account Certifications were stopped, but is true even when Account Certifications are created normally.

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.

Updated: 3/20/26

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.

If you see this error, when trying to look at your Account Certifications:

You have limited or no access to the Account Certification ledger balances. Please contact your Administrator.