{"id":25612,"date":"2024-01-16T14:32:23","date_gmt":"2024-01-16T19:32:23","guid":{"rendered":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/?page_id=25612"},"modified":"2024-01-16T14:37:10","modified_gmt":"2024-01-16T19:37:10","slug":"ur-financials-newsletter-vol-13-01-16-2024","status":"publish","type":"page","link":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter\/ur-financials-newsletter-vol-13-01-16-2024\/","title":{"rendered":"UR Financials Newsletter Vol. 13 01.16.2024"},"content":{"rendered":"<h5>In this issue:<\/h5>\n<ul>\n<li><strong>Workday\u00a0<\/strong><strong>Expenses<\/strong>\u00a0(University only, excluding affiliates)\n<ul>\n<li>Expenses user group meetings\n<ul>\n<li>January topics\n<ul>\n<li>How to resolve expense report errors: header company, payment elections<\/li>\n<li>American Express corporate card transactions: procedure for maintaining your workday account and requesting reimbursement to pay Amex<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li>Helpful links<\/li>\n<\/ul>\n<\/li>\n<li><strong>Accounts Payable<\/strong>\u00a0(University only, excluding affiliates)\n<ul>\n<li>EFT payment questionnaire training session offered by Accounts Payable<\/li>\n<\/ul>\n<\/li>\n<li><strong>P2P Approval Threshold<\/strong><\/li>\n<li><strong>UR Financials Reporting Enhancement<\/strong><\/li>\n<\/ul>\n<hr \/>\n<h3>Workday Expenses<\/h3>\n<ul>\n<li><strong><u>Expenses user group meetings (held monthly)<br \/>\n<\/u><\/strong>Workday Expenses User group meetings are another opportunity intended to provide support for Expenses functionality to departments including information sharing, best practices, and tip\/tricks.\u00a0 These meetings are more about discussing what is\/is not working well to identify enhancement opportunities.Upcoming meetings:<br \/>\nLink to join meeting, <a href=\"https:\/\/rochester.zoom.us\/j\/96881056200\">https:\/\/rochester.zoom.us\/j\/96881056200<\/a><\/p>\n<ul>\n<li>Tuesday, January 16<sup>th<\/sup> from 3:00pm-4:00pm<\/li>\n<\/ul>\n<\/li>\n<li><strong><u>Helpful Links<\/u><\/strong>\n<ul>\n<li>Email Workday Expense inquiries to: <a href=\"mailto:Business_Expense_Reimbursement@finance.rochester.edu\">Business_Expense_Reimbursement@finance.rochester.edu<\/a><\/li>\n<li>Workday Login: <a href=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/workday-login\/\">https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/workday-login\/<\/a><\/li>\n<li>Link to Workday Expenses reference guides: <a href=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/training\/expense-management-training\/expense-management-reference-materials\/\">https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/training\/expense-management-training\/expense-management-reference-materials\/<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<hr \/>\n<h3>Accounts Payable<\/h3>\n<ul>\n<li><strong><u>EFT payment questionnaire training session offered by Accounts Payable<br \/>\n<\/u><\/strong>Accounts Payable\u2019s next training session on the <strong>EFT Payment Questionnaire<\/strong> will be held on <strong>February 20<sup>th<\/sup> from 10-11AM<\/strong>.\u00a0 We encourage all users who are involved in this process to join.\u00a0 We will go over the <a href=\"https:\/\/rochester.app.box.com\/s\/oas28c91bnr99qokfj0q5zu2hzwkcugx\">Foreign EFT Payment Questionnaire Reference Guide<\/a>, and you will also have an opportunity to ask questions and provide feedback which we may be able to use to enhance the process in the future.\u00a0 Kristina Mano, Accounts Payable Manager, will send an invite to users who should attend the sessions based on usage of this process, however everyone is welcome to attend.<\/li>\n<\/ul>\n<hr \/>\n<h3>P2P Approval Threshold<\/h3>\n<ul>\n<li>Divisional Finance leaders have approved new P2P approval thresholds (effective as of January 2024).\u00a0 The updates were made after an extensive review of recent transactions.\u00a0 Now is a good time to review the updated thresholds, which can be found in the <a href=\"https:\/\/rochester.box.com\/s\/1isajvlynbxrizikpcnltvj9yhk4i28t\">Buying and Paying Guide<\/a>, the <a href=\"https:\/\/rochester.app.box.com\/s\/daq1yvvnyoav3qnz6jnjvbvmib20a2yt\">Financial Approval Guidelines<\/a>, and the <a href=\"https:\/\/rochester.app.box.com\/s\/tyszct40uswmhgqsaufvgizp599kn3s0\">Workday User Role Guide<\/a>.<\/li>\n<\/ul>\n<hr \/>\n<h3>UR Financials Reporting Enhancement<\/h3>\n<ul>\n<li>UR Financials Reporting has made an enhancement on the Transaction Details reports URF0398 (NCL) and URF0295.\u00a0 We now include the Budget Date field (which appears after the Accounting Date field) as per request from ORACS to help assist users rather than running multiple reports.\u00a0 This change was effective 1\/11\/2024.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In this issue: Workday\u00a0Expenses\u00a0(University only, excluding affiliates) Expenses user group meetings January topics How to resolve expense report errors: header company, payment elections American Express corporate card transactions: procedure for&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-25612","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>UR Financials Newsletter Vol. 13 01.16.2024 - UR Financials<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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