{"id":16322,"date":"2022-12-14T12:52:09","date_gmt":"2022-12-14T17:52:09","guid":{"rendered":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/?page_id=16322"},"modified":"2022-12-14T13:45:25","modified_gmt":"2022-12-14T18:45:25","slug":"ur-financials-newsletter-vol-2-12-15-2022","status":"publish","type":"page","link":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter\/ur-financials-newsletter-vol-2-12-15-2022\/","title":{"rendered":"UR Financials Newsletter Vol. 2 12.15.2022"},"content":{"rendered":"<h5>In this issue:<\/h5>\n<ul>\n<li>Workday Expenses\n<ul>\n<li>Approver-only workshops<\/li>\n<li>Meals<\/li>\n<\/ul>\n<\/li>\n<li>Accounts Payable\n<ul>\n<li>SIR supplier requests documentation changes<\/li>\n<li>Updated suppliers reference guides<\/li>\n<li>Reminders<\/li>\n<\/ul>\n<\/li>\n<li>Tips and tricks\n<ul>\n<li>Scheduling reports<\/li>\n<li>How to add a Saved Filtered to a report<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<hr \/>\n<h3>Workday Expenses<\/h3>\n<ul>\n<li><strong>Approvers<\/strong>: <span style=\"font-size: inherit;\">Don\u2019t create your own Expense Reports and\/or just need to know what to look at when you get a message that you have a Workday Expense Report to approve?\u00a0 Come to one of our Approver-only Workshops where we will focus on the Approver perspective to Expense Reports.\u00a0 Join the zoom: <\/span><a style=\"font-size: inherit; background-color: #ffffff;\" href=\"https:\/\/rochester.zoom.us\/j\/2973709361\"><strong>https:\/\/rochester.zoom.us\/j\/2973709361<\/strong><\/a><\/li>\n<\/ul>\n<pre style=\"padding-left: 40px;\">Tuesday December 27, 2022 11:00am-12:00pm\r\nTuesday January 31, 2023 11:00am-12:00pm\r\nTuesday February 28, 2023 11:00am-12:00pm\r\nTuesday March 28, 2023 11:00am-12:00pm\r\nTuesday April 25, 2023 11:00am-12:00pm\r\nTuesday May 30, 2023 11:00am-12:00pm\r\nTuesday June 27, 2023 11:00am-12:00pm\r\n\r\n<\/pre>\n<ul>\n<li><strong>Meals<\/strong>: Did you know there are multiple Expense Items for you to classify your meals correctly:<\/li>\n<\/ul>\n<p style=\"padding-left: 40px;\"><img decoding=\"async\" src=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2022\/12\/Meals.jpg\" \/><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Travelers should remember to <u>check with their department administration<\/u> because some departments prefer only actual receipts for meals instead of per diem when traveling.<\/li>\n<li>Classifying meals correctly, instead of for example using Entertainment for a Group Meal, helps Accounts Payable to streamline our review and processes and may also help your Approvers to better understand the expense they are approving.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<hr \/>\n<h3>Accounts Payable<\/h3>\n<ul>\n<li><strong>SIR Supplier Request<\/strong> Documentation Changes<br \/>\nEffective 12\/1\/22 a W9 or W8BEN (for foreign suppliers) will be required for SIR Supplier Requests for the following:<\/li>\n<\/ul>\n<p style=\"padding-left: 40px;\">1.\u00a0 A supplier who performs any service<br \/>\n2. Honoraria<br \/>\n3. Research\/Study Participants who will receive over $275 per year<br \/>\n4. Prizes and Award Recipients<br \/>\nIn your justification, please make sure the purpose of the supplier is clear.\u00a0 If the P2P team is unable to determine the purpose from your description, the request will be sent back for more details.<\/p>\n<ul>\n<li><strong>Updated Supplier Reference Guides<\/strong><br \/>\nAll <strong><em>Requisition and SIR Initiators<\/em><\/strong> are encouraged to review the updated guides, that can be found on the <a href=\"https:\/\/www.rochester.edu\/adminfinance\/urprocurement\/p2p-resources\/p2p-supplier-invoice-request-sir-resources-payment-requests\/\">SIR Resources site<\/a>, to ensure they have the best and most recent detailed guidance available.<\/li>\n<\/ul>\n<p style=\"padding-left: 80px;\">\u00b7 Find Supplier Reference Guide<br \/>\n\u00b7 Create Supplier Request Reference Guide<br \/>\n\u00b7 Update Supplier Contact Information Reference Guide<\/p>\n<p style=\"padding-left: 40px;\">We\u2019ve updated screenshots, clarified content based on past questions and feedback, and updated the layout to be consistent with other P2P reference guides.\u00a0 Key details that have been updated include:<\/p>\n<p style=\"padding-left: 80px;\">\u00b7 Additional tips for searching for Suppliers<br \/>\n\u00b7 Clarification for when W9\/W8BEN form is required and should be attached<br \/>\n\u00b7 More information about Supplier Request status<\/p>\n<ul>\n<li><strong>Meals<\/strong>:\u00a0 On Supplier Invoice Requests, while Expense Items are not an option, you do select the Spend Category.\u00a0 Please use the <strong>Spend Category: Meals and Beverages SC49470<\/strong> for Group and Working Meals (as defined in the chart) when those are a more appropriate description than Spend Categories for Entertainment or Events.<\/li>\n<li><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft\" src=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2022\/12\/lightbulb.jpg\" width=\"63\" height=\"62\" \/><strong style=\"font-size: inherit;\">Did you know<\/strong><span style=\"font-size: inherit; font-weight: 400;\">:\u00a0 There are <\/span><a style=\"font-size: inherit; background-color: #ffffff;\" href=\"https:\/\/rochester.app.box.com\/s\/h67irga9klz810gjq5nfjjij3dm3zice\">Spend Categories Definitions<\/a><span style=\"font-size: inherit; font-weight: 400;\"> that can help you determine good or better Spend Categories to use on your SIRs and non-catalog Requisition\/POs.\u00a0 If you find a Spend Category that you\u2019d like defined or you think the definition needs to be updated, please let <\/span><a style=\"font-size: inherit; background-color: #ffffff;\" href=\"mailto:GeneralAccounting@ur.rochester.edu\">GeneralAccounting@ur.rochester.edu<\/a><span style=\"font-size: inherit; font-weight: 400;\"> know.\u00a0 It is helpful if you share transactions that currently use the SC and\/or how you think the SC should be defined.<\/span><\/strong><\/li>\n<\/ul>\n<hr \/>\n<h3>Additional tips and tricks<\/h3>\n<ul>\n<li>For tips and tricks such as scheduling reports and how to add a Saved Filtered to a report, visit our <a href=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/tip-of-the-month\/\" target=\"_blank\" rel=\"noopener\">Tip of the Month<\/a> page.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In this issue: Workday Expenses Approver-only workshops Meals Accounts Payable SIR supplier requests documentation changes Updated suppliers reference guides Reminders Tips and tricks Scheduling reports How to add a Saved&hellip;<\/p>\n","protected":false},"author":112,"featured_media":0,"parent":15902,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-16322","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - 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