News

Attendees enjoyed a variety of seminarsUVAFinance's Procurement Team took their "show on the road" this past week, heading to Suffolk for the 9th Annual Small Business Summit and Small Business Expo, otherwise known as ProcureCon, hosted by the Virginia Asian Chamber of Commerce.  Ajoni sets a good table!UVA was joined by NASA, Norfolk State University, Skanska, VDOT, and many other buyers. The event was located in the expo hall, where conference attendees, were able to share new ideas, network

If you've noticed the expiration date of your Travel & Expense (T&E) Card, you may be wondering if you need to take any action.  The good news is, not usually!Bank of America automatically issues replacements for expiring T&E Cards, usually around the middle of the month before the card expires (for instance, replacements will be sent in mid-May for cards expiring in June).  The replacement cards will be sent to the card's billing address.  You can view your card'

Earlier this month, Myron Ballard of Financial Planning & Analysis joined the Change Enablement & Continuous Improvement Team.  The transfer of this position to Change Enablement will allow him to expand the scope of the work he did in FP&A.   "I'm excited about this opportunity to work with more of the UVAFinance team," he says.Ballard has been a member of UVAFinance since July 2022 and currently serves as a Staff Senator.  Welcome to the team, Myron!

A new set of Finance Reporting & Analytics Release notes was posted on October 5.  Did you miss them?  You can see the whole release on the UVAFinance website.Here are some highlights you might find interesting: WorkdaySome new fields have been added to a few of the Workday reports (see Release Notes for specifics) and there are 3 new reports:NEW Find Account Adjustments with Worktags – this new custom report will show both the original and current worktags for any Accounting

UVAFinance is pleased to report that Procurement's Devon Stribling has accepted the position of Category Manager for the Services and Athletics Team.  Stribling joined Procurement in 2022, serving as a Senior Sourcing Specialist.  During that time, he successfully led four request-for-proposal projects, helped standardize and improve processes, and grew a reputation for providing consistent, timely support to our customers.  In his new role, Stribling says he's excited t

When it's time to invite someone to register in PaymentWorks, how do you know which invitation to send them?  The choice is between a Supplier Registration form and an Individual Payee registration form.  Sometimes it's easy to tell which is which, but sometimes it can be more confusing (especially if a person is doing business as themselves!).  Here are some guidelines:Use a Supplier Registration Form when a person is doing business as themselves or their company is providin

The Finance Solution Center Customer Portal is now live!  As we reported last month, the portal allows our partners across Grounds to view the progress of the cases they've submitted to the "Ask Finance" team.  While using the portal, customers can also submit comments and updates directly into the system, and can also access knowledge articles and frequently asked questions related to their topic.  For those who prefer, they can also submit cases directly from the portal ins

contributed by Amanda Lockhart DavisAccounts Payable has two tips for you this week to help ensure your invoice-related transactions go smoothly.  Our first tip is about match exceptions.  It's important to keep up with messaging about these!  AP can't pay invoices that have a match exception, and we're unable to make the changes for you.  If you get a request to do a change order via email or Salesforce, please address it and let us know what action you have taken so yo

A lot has changed in UVAFinance in the past few years (understatement!). There are many new faces, changes to the organizational structure, and lots of differences in the way we do our jobs. When remote and hybrid work is added into the mix, it's easy to become unsure about which department does what and who works where.Introducing UVAFinance is a recurring blog feature created to introduce our team to our team, a couple of members at a time. Every other week, we'll present readers with two team

After the 12-month period of stabilization post-implementation of Workday Finance, UVAFinance is launching a concentrated effort to optimize the sourcing and payables functions within Procurement & Supplier Diversity Services. The Procurement Team is emerging from a FY 2023 full of challenges related to invoice processing, sourcing, requisitioning, vendor enablement, and integrations.  The team has tackled each issue as it arose, working together and with the larger finance team to

Finance Reporting & Release Notes for October 5 have been posted to the UVAFinance website.  This update includes significant new reports and modifications that have been released between August 12th and September 22nd as well as known issues that we are investigating or working on currently.WorkdaySome new fields have been added to a few of the Workday reports (see Release Notes for specifics) and there are 3 new reports:NEW Find Account Adjustments with Worktags – this new custom re

Thomas Schneeberger dropped by the Fiscal Administrators' meeting on October 4 to share some reminders and resources for Account Certification.  We're condensing those helpful points here for you!Keep in mind that we're available to help you with Account Certification.  Take advantage of Time with a Trainer -- Danielle Hancock holds time on her schedule to assist.  Time with a Trainer (scroll down to find links to register for a time)Helpful Reminders: Once the Acco

Here's a quick roundup of updates on a few UVAFinance-related projects that you might be following.Two Approvers for Expense:  Testing on the solution continues.  The team is making adjustments based on user feedback and then will have users test once more.  The final testing will allow us to build and share a timeline for implementation.  Thank you for your patience as we develop the best solution -- we want to make sure we do it right!PO/Requisition Monthly Close:  The

Donna at one of her favorite places:the beach.When it comes to Workday, Donna Cruzado knows her stuff. For the last six years, she has worked for the Nevada System of Higher Education, supporting all Nevada colleges and universities in Workday (that’s nine different institutions!). As a newly minted Workday Architect on the UVAFinance Workday Support Team, she brings those years of experience plus her many Workday credentials to UVA.Cruzado double-majored in Applied Mathematics and Secondary

 ClassesManaging Social Anxiety Oct 24, 3:30 PM Presented by FEAPManaging My Money  Oct 11, 2 PM or 8 PM  Presented by FidelityLooking to Turn Your Retirement Savings Into a "Paycheck" for Life?  Oct 24, 12 PM or 3 PM  Presented by TIAAOpen EnrollmentThe Open Enrollment window is available from October 2 through October 13.  Don't forget to log in and review your benefits!  If you need assistance, help is available: In Person: Drop by the HR buil

A new punchout catalog with RGH Enterprises (RGH) will allow UVA schools and units another option when it comes to purchasing office supplies.   RGH, which is a minority-owned small business out of Baltimore, has a strategic alliance with Staples.  For buyers, this means they have access to the vast array of office supplies Staples offers, combined with local customer care and distribution provided by RGH.RGH offers overall savings on supplies, quick and custom delivery, and suppo

Coe was chosen by her peers to deliver the participant impact statement at the graduation ceremony.This September, UVAFinance's Adeline Coe graduated as a UVA Cornerstone Program member.  She is part of the 8th cohort of the program, which was begun in 2014 as a way of identifying and developing UVA's future senior leaders.Participation in the Cornerstone Program requires each member to dedicate eight hours of work per month over the course of twelve months.  This can involve stru

MBA Award winners; Photo provided by Marley Nichelle, MBA photographerContributed by Ajoni Wynn-Floyd UVAFinance's Procurement and Supplier Diversity Services had the utmost honor of attending the Charlottesville Chamber Minority Business Alliance Black and White Affair this September. The evening was filled with networking, music, speakers, dinner, and awards. PSDS is also proud to sponsor this event.  The Minority Business Alliance has been a pillar of support for minority businesses in t

A little bit of automation can go a long way, as demonstrated by UVAFinance's Business Asset team, who just completed a collaborative project to make asset tagging easier for both their team and our partners in schools and units.  Historically, keeping track of new fixed assets had been manually-intensive.  The team had sent tagging forms via email or snail mail to equipment coordinators across Grounds, and those folks would fill out the form with details about their fixed assets,

Last week, the Travel & Expense Team hosted two webinars for UVA attendees who missed out on the T&E Expo offerings.  The webinars were recorded and are now available for viewing on the UVAFinance website.  Workday Expense Webinar (Video Presentation) - Presented by Justina Duncan. An ExpenseUVA expert walks you through Workday expenses, sharing helpful tips and tricks and taking attendee questions.TravelUVA Webinar (Video Presentation) - Presented by Danae Polem

For Fall 2023, the Records and Information Management office will be launching on-demand resources around managing your electronic information, including email.Every few weeks they will release a new recording and tip sheet on a topic in the series. These recorded sessions will replace the live training we offered last Spring. You can access these videos anytime and they each run 5-10 minutes long.Their first session is called Automating Retention in Microsoft Applications, which reviews the us

A lot has changed in UVAFinance in the past few years (understatement!). There are many new faces, changes to the organizational structure, and lots of differences in the way we do our jobs. When remote and hybrid work is added into the mix, it's easy to become unsure about which department does what and who works where.Introducing UVAFinance is a recurring blog feature created to introduce our team to our team, a couple of members at a time. Every other week, we'll present readers with two team

Procurement & Supplier Diversity Services is showcasing a proposed monthly requisition close process to finance partners across UVA, and responses have so far been positive.  The process would mean less cleanup at the end of the fiscal year and alleviation of the confusion caused when change orders reopen requisition commitments. Currently, Workday Finance users close their own fully-sourced purchase orders.  In the proposed process, while users across Grounds will retain that

When your unit needs changes made regarding your Worktags, please use the most up-to-date version of the Complete Worktag Request Template. How do you know you have the most recent version of the template?  Easy!  The one you find on the UVAFinance website is always the most up-to-date one.  Find it on this "how to" page: https://uvafinance.virginia.edu/workday-financials/fdm-worktags/how-request-and-change-worktag under the "Complete Worktag Request Templ

Click the image for a larger viewIn early October, UVAFinance's Solution Center (the "Ask Finance" team) will launch a customer-facing Salesforce portal that will allow our customers in UVA schools and units to keep track of the progress of their questions and concerns.The construction of the portal and the "inside look" it offers into how customer cases are managed is the result of requests from multiple financial partners at UVA.  We're pleased to be at the point in our Solution Center's