{"id":26992,"date":"2024-10-16T17:58:45","date_gmt":"2024-10-16T21:58:45","guid":{"rendered":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/?page_id=26992"},"modified":"2024-10-16T17:58:45","modified_gmt":"2024-10-16T21:58:45","slug":"ur-financials-newsletter-vol-22-10-16-2024","status":"publish","type":"page","link":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter-vol-22-10-16-2024\/","title":{"rendered":"UR Financials Newsletter Vol. 22 10.16.2024"},"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 Hub<\/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>Match Exception<\/li>\n<li>Training Session via Zoom on October 17th from 2:00pm-3:00pm\n<ul>\n<li>EFT<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li><strong>Tips and Tricks<\/strong><\/li>\n<\/ul>\n<hr \/>\n<h3>Workday Expenses<\/h3>\n<ul>\n<li><strong><u>Expenses Hub<\/u><\/strong>\n<ul>\n<li>The <strong>Expenses Hub<\/strong> app will appear on <strong>employees<\/strong> Workday homepage.\u00a0 Employees no longer need to add it.\u00a0 With one click you can see spend authorizations, expense reports, or expense transactions that need your attention.\u00a0 You do not have to run the individual reports, my spend authorizations, my expense reports to find the information.\u00a0 You can easily and quickly navigate to the item that needs your attention and setup or maintain your payment elections.\u00a0 For reimbursements, the payment election type is Expense Payment.\n<p>Workday does not allow Delegates or Students access to the Expenses Hub. Delegates will continue to use the Delegation Dashboard to see spend authorizations, expense reports, and expense transactions.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\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.\u00a0 Upcoming meetings:<br \/>\nLink to join meeting,\u00a0<a href=\"https:\/\/rochester.zoom.us\/j\/96881056200\">https:\/\/rochester.zoom.us\/j\/96881056200<\/a><\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2024\/10\/User-grp.jpg\" \/><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Presentation slides and recordings for prior meetings are located here:\u00a0\u00a0<a href=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/services\/expense-management\/expense-management-user-meetings\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/services\/expense-management\/expense-management-user-meetings\/<\/a><\/li>\n<\/ul>\n<\/li>\n<li><strong><u>Helpful Links<\/u><\/strong>\n<ul>\n<li>Email Workday Expense inquiries to:\u00a0<a href=\"mailto:Business_Expense_Reimbursement@finance.rochester.edu\">Business_Expense_Reimbursement@finance.rochester.edu<\/a><\/li>\n<li>Workday Login:\u00a0<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:\u00a0<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>Match Exception<\/u><\/strong>\n<ul>\n<li>Starting <strong>October 11<sup>th<\/sup><\/strong>, departments may see a new match exception awaiting their action in Workday.\u00a0 The match exception will be called<strong> \u201cInvoice Date has surpassed the Service Line End Date\u201d <\/strong>and it will trigger when an Invoice is processed against a Service Line PO with an end date that is <em>prior<\/em> to the Invoice Date.\u00a0 This is to ensure that POs are invoiced accurately and Service Line End Dates are maintained appropriately.\u00a0 <em>Example<\/em>: PO Service Line End Date was 10\/1\/2024 but an Invoice with an Invoice date of 10\/10\/2024 is processed.\n<p><span style=\"font-size: 1.25rem;\">We have also added <\/span><em style=\"font-size: 1.25rem;\">Help Text<\/em><span style=\"font-size: 1.25rem;\"> to help you navigate through next steps, as shown below.\u00a0 Note that when an invoice has multiple match exceptions, the help text for each match exception will be listed underneath each other, therefore you may need to scroll to locate it.\u00a0<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2024\/10\/AP-sup-match-except.jpg\" \/><\/p>\n<ul>\n<li><strong><u>Training<\/u><\/strong>\n<ul>\n<li>The next EFT Training Session will be held on October 17<sup>th<\/sup> from 2-3PM.\u00a0 We encourage all users who are involved in this process to join.\u00a0 Accounts Payable will go over the <a href=\"https:\/\/rochester.box.com\/s\/5prgsfsivys34nm1eeqtrctx7uk9hslj\">Workday Foreign-EFT Payment Questionnaire Guide<\/a>, and attendees 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.<br \/>\nLink to join meeting, <a href=\"https:\/\/rochester.zoom.us\/j\/3625131184?pwd=eS9iZ3BMa05WYlVDSmdsdms2RHlqZz09\">https:\/\/rochester.zoom.us\/j\/3625131184?pwd=eS9iZ3BMa05WYlVDSmdsdms2RHlqZz09<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>As a reminder, the complete 2024-2025 schedule for EFT and Create invoice from Receipt training sessions is as follows:<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"padding-left: 80px;\"><img decoding=\"async\" src=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2024\/09\/AP-training.jpg\" \/><\/p>\n<hr \/>\n<h3>Tips and Tricks<\/h3>\n<ul>\n<li><strong style=\"font-size: inherit;\"><u><strong>Change Supplier Contact Information<br \/>\n<\/strong><\/u><\/strong>When submitting a Change Supplier Contact Information request in Workday, ensure that the correct Usage options are selected for any emails, addresses, and phone numbers you change via this process.\u00a0 Specifically, since this process is intended to allow departmental users to update addresses, phone numbers, and emails with a Remit To Usage, remove the Billing and Shipping Usages before submitting the request.\u00a0 See below for an example of the correct way to update contact information:<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2024\/10\/Change-supp-contact-info.jpg\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this issue: Workday\u00a0Expenses\u00a0(University only, excluding affiliates) Expenses Hub Helpful links Accounts Payable\u00a0(University only, excluding affiliates) Match Exception Training Session via Zoom on October 17th from 2:00pm-3:00pm EFT Tips and&hellip;<\/p>\n","protected":false},"author":112,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-26992","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. 22 10.16.2024 - 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\" href=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter-vol-22-10-16-2024\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"UR Financials Newsletter Vol. 22 10.16.2024 - UR Financials\" \/>\n<meta property=\"og:description\" content=\"In this issue: Workday\u00a0Expenses\u00a0(University only, excluding affiliates) Expenses Hub Helpful links Accounts Payable\u00a0(University only, excluding affiliates) Match Exception Training Session via Zoom on October 17th from 2:00pm-3:00pm EFT Tips and&hellip;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter-vol-22-10-16-2024\/\" \/>\n<meta property=\"og:site_name\" content=\"UR Financials\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2024\/10\/User-grp.jpg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/ur-financials-newsletter-vol-22-10-16-2024\\\/\",\"url\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/ur-financials-newsletter-vol-22-10-16-2024\\\/\",\"name\":\"UR Financials Newsletter Vol. 22 10.16.2024 - UR Financials\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/ur-financials-newsletter-vol-22-10-16-2024\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/ur-financials-newsletter-vol-22-10-16-2024\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/wp-content\\\/uploads\\\/2024\\\/10\\\/User-grp.jpg\",\"datePublished\":\"2024-10-16T21:58:45+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/ur-financials-newsletter-vol-22-10-16-2024\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/ur-financials-newsletter-vol-22-10-16-2024\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/ur-financials-newsletter-vol-22-10-16-2024\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/wp-content\\\/uploads\\\/2024\\\/10\\\/User-grp.jpg\",\"contentUrl\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/wp-content\\\/uploads\\\/2024\\\/10\\\/User-grp.jpg\",\"width\":408,\"height\":54},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/ur-financials-newsletter-vol-22-10-16-2024\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"UR Financials Newsletter Vol. 22 10.16.2024\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/#website\",\"url\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/\",\"name\":\"UR Financials\",\"description\":\"Ä¢¹½´«Ã½\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"UR Financials Newsletter Vol. 22 10.16.2024 - UR Financials","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter-vol-22-10-16-2024\/","og_locale":"en_US","og_type":"article","og_title":"UR Financials Newsletter Vol. 22 10.16.2024 - UR Financials","og_description":"In this issue: Workday\u00a0Expenses\u00a0(University only, excluding affiliates) Expenses Hub Helpful links Accounts Payable\u00a0(University only, excluding affiliates) Match Exception Training Session via Zoom on October 17th from 2:00pm-3:00pm EFT Tips and&hellip;","og_url":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter-vol-22-10-16-2024\/","og_site_name":"UR Financials","og_image":[{"url":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2024\/10\/User-grp.jpg","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter-vol-22-10-16-2024\/","url":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter-vol-22-10-16-2024\/","name":"UR Financials Newsletter Vol. 22 10.16.2024 - UR Financials","isPartOf":{"@id":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter-vol-22-10-16-2024\/#primaryimage"},"image":{"@id":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter-vol-22-10-16-2024\/#primaryimage"},"thumbnailUrl":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2024\/10\/User-grp.jpg","datePublished":"2024-10-16T21:58:45+00:00","breadcrumb":{"@id":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter-vol-22-10-16-2024\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter-vol-22-10-16-2024\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter-vol-22-10-16-2024\/#primaryimage","url":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2024\/10\/User-grp.jpg","contentUrl":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2024\/10\/User-grp.jpg","width":408,"height":54},{"@type":"BreadcrumbList","@id":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter-vol-22-10-16-2024\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/"},{"@type":"ListItem","position":2,"name":"UR Financials Newsletter Vol. 22 10.16.2024"}]},{"@type":"WebSite","@id":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/#website","url":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/","name":"UR Financials","description":"Ä¢¹½´«Ã½","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-json\/wp\/v2\/pages\/26992","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-json\/wp\/v2\/users\/112"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-json\/wp\/v2\/comments?post=26992"}],"version-history":[{"count":1,"href":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-json\/wp\/v2\/pages\/26992\/revisions"}],"predecessor-version":[{"id":27062,"href":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-json\/wp\/v2\/pages\/26992\/revisions\/27062"}],"wp:attachment":[{"href":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-json\/wp\/v2\/media?parent=26992"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}