Tagged: Finance

Due to the Academic Winter Recess (December 26 - January 1), several updates have been made to the FY26 Period Close Department Fiscal Payroll Processing Calendar. See the full post for details.

We’re excited to announce the launch of a new Earnings Operations curriculum, designed to support individuals who are new to finance or fiscal roles within an Earnings Operation or involved in establishing a new one. This curriculum features a comprehensive set of training modules covering essential topics that affect earnings operations. See the full post for links to curriculum modules, helpful guides, and tipsheets.

A new copy feature for miscellaneous payment requests is available following 2025R2. Expense Data Entry Specialists and Cost Center Accountants can create a new request by copying an existing request. All the same miscellaneous payment category requirements apply. See the full post for details.

A new prompt has been added to the Supervisory Organization Costing report to allow end users to search based on Supervisory Organization Cost Center Hierarchy Level 6, 7, or 8. Additionally, the output of the report now includes a column for the Supervisory Organization Reference ID.

Have questions about Workday financial reports? Starting this November, join quarterly office hours hosted by the Controller’s Office to get updates, ask questions, and share feedback directly with the reporting team. The Office Hours will be open to all consumers of financial reports and will initially be held on a quarterly basis. Stay tuned to NewsLink for details on how to join the first session.

Whether you're new to managing earnings units or just need a refresher, new training modules and other help materials are on the way to help you navigate the essentials--from setting rates and cash sales/deposits to monitoring and closing operations. Stay tuned for guidance that makes fiscal responsibilities clearer and more manageable.

Effective Thursday, October 2, updates have been made to the Supplier Invoice Request and Miscellaneous Payment Request processes to ensure proper classification and review of independent contractor relationships with the university.

Effective Thursday, October 2, updates will be made to the Supplier Invoice Request and Miscellaneous Payment Request processes to ensure proper classification and review of independent contractor relationships with the university.

Several financial reports will be updated the week of Monday, September 8 to include an "Exclude Worktag" prompt. This prompt will allow users to filter out worktag combinations for a more targeted report output. See the full post for a listing of the reports with this new prompt.

The FY26 Summer Forecast is now available in Workday and variance analysis reporting has been updated to reflect this forecast as the default prompt value for "Forecast Plan Name." Similarly, the "Budget Plan Name" prompt default value has been updated to the FY26 Operating Plan - UNIV.  The listing of affected reports is shared in the full post along with details about updating saved filters.