News: Workday

  • Equity $0 Balance Clean Up

    Richard Hunter | March 5, 2024
    A data clean up effort was conducted to eliminate $0 balances which were incorrectly rolling forward for worktag combinations in the "Equity Balances by Balancing/Carry Forward Worktags suite" of reporting.Upon further investigation it was confirmed this was due to a conversion issue effective FY18. A correction was done in the system that will now significantly reduce this issue. There may still...

  • Earnings Operations Reminder – Vendor’s License Requirements

    Richard Hunter | March 5, 2024
    This is a reminder for earnings operations that every location that is selling a taxable product/service to external customers is required to have its own separate vendor's license. This only applies if you are making taxable sales to external customers. If only non-taxable items/services are sold, no vendor’s license is required. The Tax Office needs to review any vendor license r...

  • FY24 Year-end Checklist for Finance and Supply Chain Activities

    Richard Hunter | March 5, 2024
    A downloadable Year-end Checklist for Finance and Supply Chain activities is available under the "I want to..." heading found on the Business and Finance website's Controller page. The checklist includes important dates and action items for FY24 year-end. ...

  • Journal EIB Reminders

    Richard Hunter | March 5, 2024
    As a best practice, when using the Journal EIB process for multiple units on the same EIB, please create at least one journal for each college/unit with a separate header row and link the header key to all the lines. This practice avoids creation of large campus-wide approvals on the same entry which remain stuck in workflow due to send-backs. This allows the unit to approve only their ...

  • FY25 Blanket Purchase Order Entry

    Richard Hunter | March 5, 2024
    Please do not begin entering FY25 blanket purchase orders until Monday, April 15. More information and detailed instructions on creating FY25 blanket purchase orders will be posted in a future NewsLink article. As a reminder, blanket POs should only be used on a fiscal year basis for the fiscal year it is intended for (unless otherwise noted with a service end date). ...

News Archive