Reporting & Analytics Release Notes for January 25

New and enhanced reports!

Finance Reporting & Release Notes for January 25 have been posted to the UVAFinance website.  

This update includes significant new reports and modifications that have been released between December 8th and January 19th as well as known issues that we are investigating or working on currently.

We now have over 100 million Journal Line records in the data warehouse and the Workday Journal Lines app! If you are curious about some of the Workday Finance statistics, check out the community sheet “General Ledger Metrics” in the Workday Journal Lines app.

Workday

• NEW Find Accounting Adjustments that have a Grant Worktag report - This can be used to look up any accounting adjustments that have been moved either on or off a grant.  It defaults to Supplier Invoice transactions but can be used for Expense Reports as well.  The report shows all the worktags moved both to and from. 

UBI

• Workday Journal Lines – Journal Lines Detail -
  • The Journal Memo field has been modified to contain all available information for a given Journal Line including the header memo, line memo, and Supplier Invoice and Expense Report details that were not previously available.  The Journal Line Memo field now contains a note stating that it is no longer available; if you have a community or personal sheet, you should adjust it for this change.
  • For Supplier Invoice transactions, a field has been added that contains a link to the PO so you can directly look up PO information without navigating through the SI document.
• Workday RAD -
  • The estimated F&A on Grants now accounts for basis limits on what can be charged to Sponsors where those exist.
  • Modified the code so that SAFM obligations are not removed before the completion of each semester.
• Coming soon - new UBI Journal Line apps to help manage the data volume. The target release is February:
  • Workday Journal Lines – Actuals Only
  • Workday Journal Lines – Income Statement Only

Be sure to read the full release notes for more details about current and future enhancements!

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Related information:  New Workday Research Administration Dashboard (RAD) provides insight for PIs