A new set of Finance Reporting & Analytics release notes was posted on August 24. Did you miss them? You can see the whole release on the UVAFinance website.
Here are some highlights that might interest you:
- A few NEW Workday Reports:
- Open Obligations on Purchase Orders - This can be run on a cost center, designated, gift, or grant. You can look up a purchase order or a specific supplier. By default, it will include canceled and closed POs and will exclude POs with no obligation remaining. Can also be modified to show POs with zero obligations remaining that are not closed or canceled (these are good candidates for closing!).
- Project Fund Balance – A Fund Balance report by Project with associated funding worktags provides beginning balance, YTD activity, and current balance.
- Billing Installments – OSP (NEW) - To help pull information on installments to be manually invoiced.
- My Card Transactions: UPDATE! Can now be run for all expense transactions (both approved and unexpensed/unapproved). A drillable link to the Expense Report Line was added. The report can be accessed directly from the Expenses app for quick access (or can search for it in Workday).
- A couple of NEW UBI Reports:
- Workday Research Admin Dashboard (RAD): A simple Expense BBA Report has been added to this app.
- Workday Supplier Invoices - New app and dataset with Supplier Invoices – created for the Accounts Payable team.
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