Wednesday, February 28, 2024

Financial Reporting Welcomes Cintia de Souza

Cintia, Leandro, and Leonardo

Cintia de Souza joined the Financial Reporting team as an accountant this February. She comes to UVAFinance from within UVA, most recently from Student Affairs.

de Souza was already a seasoned finance professional when she and her family arrived in the United States from Brazil two years ago. Precipitated by her husband’s international transfer, de Souza has seized the opportunity in a new country to not only broaden and deepen her financial expertise, but also to share her multilingual skills in pursuit of helping others. She volunteers with UVA and Piedmont Virginia Community College as a translator and with Ronald McDonald House Charities in donor communications.

As someone who enjoys interpreting, de Souza’s position in financial reporting is particularly suited to her. “I love to work with numbers, especially when I can see everything and help understand what the numbers are trying to tell us, "She says.

Although she has been in her role less than a month, she is relishing the wealth of experience and breadth of background she finds in the team. “We complement one another well,” she notes, adding that higher education, UVA in particular, is a perfect fit for her.

“We have such a dynamic environment at UVA, and I’m so proud to work here,” de Souza says. “I like the opportunities that we have because of Workday, and the fact that even though it is hard to transition to a new system, UVA is doing a really great job.”
Cintia after finishing a half
marathon

When she isn’t working, de Souza enjoys running, riding bikes, and cooking. Always a “sporty kid,” she is currently training for a half marathon and looks to participate in a full marathon next year. As a relatively new denizen of Virginia, she also enjoys exploring the vast opportunities for adventure in the Commonwealth with her husband Leandro and their son Leonardo, 7.
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Tuesday, February 27, 2024

Workday Support Team Promotions



Congratulations to Thomas Schneeberger and Mandy Eames of the Workday Support Team on their recent promotion to Finance Supervisors, Data and Technology!

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Thursday, February 22, 2024

Introducing UVAFinance: Mohammed Eitta and Anthony Pearson



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 present readers with two team members to get to know. To understand how these colleagues are situated within the greater UVAFinance structure, check out this resource on the UVAFinance website. (Keep in mind that it's not an org chart, but rather a map of what functions of central finance exist in which general areas.)


Let's go!
_________________________________________________



Eitta
Mohammed Eitta, Senior Accountant

What do you do as a senior accountant?

Imagine UVA as an institution that needs a toolbox to carry out its mission. This big toolbox is filled with expensive, long-lasting tools like machinery, trucks, and research equipment. As the Senior Accountant in Capital Equipment, I’m a keeper of these valuable tools. My job is to ensure they are:
  • Bought and Registered: Making sure they’re acquired properly and tracked in our system.
  • Tracked and Maintained: Keeping tabs on their location, condition, and proper functionality.
  • Reported and Analyzed: Helping make informed decisions about buying, using, and disposing of these assets.
Basically, I help UVA use its expensive tools wisely by keeping track of them, taking care of them, and contributing to smart choices about their life cycles.


Who do you work with regularly?

I collaborate with various departments across UVA, including Procurement, Facilities Management, Research Administration, and also individual schools (mainly the Medical School and Operations for my specific portfolio). My work is a great way to connect with different teams and understand how capital equipment supports various university functions.


What seasons are busiest, or what rhythms exist in your job?

Our busiest times align with equipment acquisition cycles, such as the start of fiscal years or grant award periods. I also help manage year-end closing procedures, ensuring everything is accurate and timely.


What might surprise people about the work you do?

Many people might not realize the complexity involved in managing capital equipment. It’s not just about tracking numbers; it requires understanding diverse equipment types, their specific regulations, and their impact on university operations. Sometimes, I even get to see some pretty cool research equipment firsthand! The variety of equipment I deal with is surprising, too, from microscopes and vehicles to turbines, and the role involves detective work to track down missing equipment and to uncover cost-saving opportunities.


What do you like best about working in UVAFinance?

I appreciate the collaborative environment, and I enjoy the variety and challenge of my role. Every day brings new questions and situations that require me to adapt and learn continuously. It’s also rewarding to know that my work contributes to UVA’s efficient resources and supports important research and educational activities.


How do you connect your work with the UVAFinance values?

My work directly aligns with several UVAFinance values, such as stewardship by ensuring responsible management of university assets, collaboration by partnering with various departments, and integrity by maintaining accurate and reliable financial records.

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Anthony Pearson, Budget Analyst

What do you do as a financial analyst?

I review university financials, including unit budgets, transaction coding, etc., and analyze the data for trends, efficiency, budget tracking, alignment with the Board of Visitors (BOV), and other financial metrics.

Who do you work with regularly?

I work closely with all analysts and finance managers and directors within the Office of Financial Planning and Analysis (OFP&A). I also work with all units across Grounds. Much of my work is done “behind the scenes.”

What seasons are busiest, or what rhythms exist in your job?

Budget season is our busiest time, and that tends to stretch from November through April, on average. Since the new fiscal year begins in July, we start gearing up for any budget updates and/or requests that will need to be reviewed by the BOV.

What might surprise people about the work you do?

One thing that surprises people about our department is the amount of analysis and assistance we provide to the units to ensure efficient and effective budgeting.

What do you like best about working in UVAFinance?

I like the diversity and complexity I encounter in my daily work. Finance in general can sometimes be repetitive, but because UVA is widely diverse, I encounter many complex tasks. There’s never a dull moment in UVAFinance!

How do you connect your work with the UVAFinance values?

I think of my work as strongly aligned with the UVAFinance values. The analytical, transactional, and quality assurance work I do plays into our desire to be an impeccable source of information, which is at the foundation of what we do as a trusted financial partner. My department as a whole plays a key role in upholding the UVAFinance values and vision.


________________________________________________________________________________


Would you like to be featured in Introducing UVAFinance? Want to suggest a colleague to be featured? Email bv8h@virginia.edu


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Continuous Improvement Focus: Service Level Agreements

Values Focus
Contributed by Angela Knobloch

This quarter, UVAFinance is focusing on the value of Strategic Continuous Improvement.  As a part of this effort, the Continuous Improvement and Change Enablement Team is partnering with Andrew Sallans to use Salesforce data to identify challenges and opportunities in each UVAFinance area.  

Collectively, UVAFinance has identified a Service Level Agreement (SLA) goal for "Ask Finance" cases: to respond to our users across Grounds within 8 hours, 75% of the time, for cases that get escalated from our User Success ("Ask Finance") Team.  

As we meet with each UVAFinance team, we'll focus on achieving this SLA goal as well as other possible areas for continuous improvement.  As I'm sure you know, continuous improvement is about getting better each day -- it's a journey!  Our goal this quarter is to partner with our finance teams to enable them to successfully achieve targeted improvement goals, and our aim is to be a better financial partner to all of UVA. 

If you'd like to see more about the work we've done with the values focus in previous quarters, check out these resources: 

Read more about our mission, vision, and values on the UVAFinance website, and let us know if you have questions or suggestions.  We're happy to help you!

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Watch the blog for continued coverage of our values focus this fiscal year, as well as an upcoming update on the notable progress of our User Success Team to achieve their service goals. 

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Tuesday, February 20, 2024

New on Finance Matters: Service Excellence Values Focus


We're back! Join Patty and Brandi as they speak to Danielle Hancock and Kevin Crabtree about Service Excellence in UVAFinance.

Look for a new podcast each quarter, focusing one by one on our values.

Resources Mentioned:

UVAFinance Vision, Mission, Values: https://uvafinance.virginia.edu/about-uvafinance

Finance Team Page (for Service Excellence, Collaborative Partner stories) https://uvafinance.blogspot.com/p/finance-team.html

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Green Workplace Program

Become a Green Workplace
Contributed by UVA Sustainability

Would your team like to save money and conserve natural resources, while advancing UVA’s sustainability goals? Join the community of certified Green Workplaces at UVA!

Create a Green Team and implement 20 recommended actions to become certified. 

Email greenworkplace@virginia.edu to learn more or schedule an interest meeting.
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Monday, February 19, 2024

Congratulations are in Order

You go, y'all!

Join us in congratulating these UVAFinance team members!

Addie Coe has been named Director of Procurement Operations. Coe excelled in interim leadership roles in both Business Solutions and Disbursements, and those two teams will now report to her.  Coe has been with UVAFinance since 2016. 

Raegan Harouff Gaye has been named Assistant Director of Travel and Expense. The scope, criticality, and value add of our T&E program continue to grow under her leadership. Harouff Gaye has been at UVA for nine years (she started as a temp!). 

Andrew Sallans has been named the Director of Business Services and Systems.  Sallans has been with UVAFinance since 2020 and has 16 years total of service at UVA.  This role has oversight of Business Services, User Success, Business Systems (aside from Workday), and LSPs.  
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UVAFinance In Action: February 22, 2024

Azamat Akhmedov
UVAFinance Tax Team's International Student Outreach

Azamat Akhmedov recently gave a presentation to international students at UVA's Darden Business School.  UVAFinance's Tax Team provides this session yearly during tax season.  This year, about 50 students attended.   As a part of this outreach effort, Akhmedov will also host office hours at the library twice weekly during March and host an online presentation with the International Studies Office.  


Randy Sule
Randy Sule, Workday Pro

There's a new Workday Pro on the Business Intelligence Team.  Randy Sule recently attained his Workday Pro-Reporting certification. This intensive user-focused program included advanced coursework and an exam.  Next up for Sule is his Workday Pro-Financial Reporting Accreditation.  



Brandi Van Ormer
Van Ormer Earns DEI Coms Certificate

Brandi Van Ormer of the Change Enablement & Continuous Improvement Team was recently awarded a certificate in Diversity, Equity, and Inclusion for Communicators, after participation in a three-part series offered by Ragan Communications.  


Disbursements Team

Busra Candar and Anastasia Ivanova started as temps on the AP team on the 12th. They'll be working on keying invoices and assisting in settlement runs. We appreciate their help!


State of the Community
State of the Community 2024

UVA was represented by the Procurement Team on February 15 at the third annual State of the Community Event, a discussion moderated by the Charlottesville Regional Chamber of Commerce Public Policy Committee. UVAFinance is proud to support the Chamber staff on all programs focused on regional business.


DISC for Students

Patty Marbury and Angela Knobloch were invited to lead a session on DISC to a group of 36 4th year students in the Engineering school. Professor Jean Tom, who is the UVA’s Brenton Halsey Distinguished Visiting Professor of Chemical Engineering for this spring semester teaches a class in the Engineering school, called “Business and Technical Leadership in Engineering." 

In the class, the students had the opportunity to complete individual DISC assessments, and then Knobloch and Marbury led them in working through scenarios to learn how understanding their own as well as others’ DISC styles helps with communication and collaboration in the workplace environment.

Following the class, Professor Tom said, “The students enjoyed the DISC workshop that Angela and Patty ran – it reinforced their understanding of not only how they communicate, but also how others perceive and receive those communications. The workshop helped set the stage for the rest of the module “Understanding Oneself and Others."
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Updated Workday Financials Guidance from RIM


RIM's website is full of resources

Contributed by Caroline Walters

After several questions coming in and sessions on deposits, the RIM Office has updated our Workday Financials Guidance document on our website:

https://recordsmanagement.virginia.edu/sites/g/files/jsddwu641/files/inline-files/WorkdayFinancialsGuidance_v4.pdf

This includes updates related to ad hoc deposits and ISP charges. Please review and contact us if you have questions.

And while you're looking around, please check out the full General Records Management page for additional resources: https://recordsmanagement.virginia.edu/general-records-management
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Strategic Sourcing Updates

Free shipping, local lodging, ATG
Free Shipping from Quartzy

Last spring, UVA launched a punchout catalog with Quartzy, a lab inventory management platform and scientific research supply marketplace (read more on the blog).  In that time, we have purchased almost 6,000 items from them.  As a result of negotiating by our buyers in PSDS, Quartzy will now provide free shipping with no order minimum. 

Local Lodging

As you may have heard, we now have 21 local properties on contract for lodging and conference space. This February, the Services and Athletics Commodity team held a contract kick-off meeting for Local Lodging. TravelUVA and the Sourcing team worked together to talk about the new contracts, how to view the contracts, procedures for booking rooms, and other best practices with the 21 newly awarded hotels and major departments across Grounds. (See the meeting slide deck for more information.)  For more questions, contact travel@virginia.edu



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Did you see this? Reporting & Analytics Updates

A new set of Finance Reporting & Analytics Release notes was posted on January 25. Did you miss it? We wouldn't blame you if you did!


Here's the full release on the UVAFinance website.


A few highlights you might find interesting:

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!
_____________________________________________________________

Related information:  New UBI Resource / New RAD App for PIs



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Friday, February 16, 2024

2025 Payroll Calendars are Posted

2025 Payroll Calendars for the Academic Division, Medical Center, and University Physicians Group are now available on the payroll site. 

Visit their page on the UVAFinance website.  Calendars are posted under the above categories. 

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New Resource: UBI Analytics Bookmark vs. MySheet

New UBI Resources
Contributed by Jessica Rafter

To keep the UBI Analytics platform humming, we've developed some quick guidance on when to use a bookmark versus an object in UBI Analytics. 

As a reminder, it's good practice to periodically review your existing objects (bookmarks and MySheets) in UBI Analytics apps and delete the ones that aren't used. This helps keep performance optimal on the platform.

If you have questions on MySheet or Bookmarks you're welcome to comment, write us, or attend an upcoming Office Hours (the next one is March 13th, sign up via Calendly)
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Wednesday, February 14, 2024

Break Up With Your Space Heater

email sustainability@virginia.edu

The Office for Sustainability is looking for employees who want to swap their space heater with a safer, more energy-efficient alternative. 

Email sustainability@virginia.edu to let us know if you would like to coordinate a simple swap to help further climate action goals at UVA. 

Supplies are limited so please notify us soon if interested.

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Thursday, February 8, 2024

New Validation in Workday Finance: Company & Project Worktags


Ensuring Data Integrity

This week, a new validation will go live in Workday Finance that checks for a mismatch between the company specified at the line level and the project worktags.
The purpose of this validation step is to ensure that if a project worktag is used, the company specified at the transaction line level matches the company specified on the project worktag. If there is a mismatch, you will receive an error message.


Upon receiving this error, you can review the company listed on the project worktag by using the related action to view project specifics.  Updating the company on the transaction line to match the company on the project worktag will resolve the error.

This change helps ensure data integrity and will reduce errors in company mismatches.    Please let us know via AskFinance@virginia.edu if you have questions or concerns.
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Note: The FDM validator tool does not validate based on Company. It is possible to enter a company and project in the FDM validator that do not match and have it validated. You will still receive the error message if you use that same mismatched company/project worktag combination on a transaction.

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A Note on Capital Asset Quotes

for $.01 to $1.00 charges

contributed by Joyce Gredler
If you have a line item on a quote for a cost of $0.01 to $1.00, please charge those costs to a “non-capital” spend category on the requisition. Here are a few instances where this might happen:    

  • Various quotes, such as Fisher Scientific, do not charge a shipping fee but require a $0.01 charge to represent "free shipping". For this type of fee, please charge to the “Services Freight Inbound (SC0159)”.
  • There also may be $0.01 charges on a quote for a component that is being provided at no additional cost but requires a line-item cost of $0.01 to pull this item from the supplier’s inventory to ship with the order. See this example:
                    Ultra Low Freezer $10,398.46  Eq Capital Laboratory (SC0494) 
                    12 Freezer Racks   $ 272.79   Eq Capital Laboratory (SC0494) 
                    12 Freezer Racks    $ 0.01  Eq Noncapital Laboratory (SC0345) 
            
            Only the first two lines would be coded as capital equipment.
Let us know via askfinance@virginia.edu if you have questions or concerns. We're happy to help!

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Wednesday, February 7, 2024

Updates from Strategic Sourcing

All the news

Contributed by Devon Stribling

A new America to Go punchout is coming soon!  This catalog is set to go live in the Marketplace on March 4, 2024.  The new catalog will feature a new landing page with updated reports and major UVA initiatives, plus formatting changes that will improve efficiency.  Keep an eye out for updated resources and an email invitation to a training webinar. 

Procurement of Gift Cards:  Beginning February 14, the current National Gift Card punchout will be disabled in the Marketplace.  At that point, gift cards (either physical or electronic) will be purchased via T&E Card.  Gift cards should not be procured via requisition events or purchase order requests.  

See this slide deck from the Fiscal Administrators' Meeting for an overview of the expensing process and more details about procuring gift cards.    


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Introducing UVAFinance: Reshma Gali and Logan Hobbs





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 present readers with two team members to get to know. To understand how these colleagues are situated within the greater UVAFinance structure, check out this resource on the UVAFinance website. (Keep in mind that it's not an org chart, but rather a map of what functions of central finance exist in which general areas.)
Let's go!
Let's go!
_________________________________________________________________________
Reshma Gali, Budget Analyst


What do you do as a Budget Analyst?

I help various schools and units across the university create and submit their budgets. This year, I have had the opportunity to work closely with Financial Aid, and it has been so interesting to learn about this aspect of budget preparation, as well as student need.

Who do you work with regularly?

In OFPA, we work a lot with different budget teams across many schools and units. We also work very closely with each other – within our own team – and try to foster a collaborative and productive workspace.

What seasons are busiest, or what rhythms exist in your job?

The busiest season is definitely budget season (which really is a year-round process if you think about it). Right around budget submission time is when the work starts picking up more, mostly because we are trying to meet different deadlines that we set for ourselves, and that are set for us as well. It tends to stay busy until the summer, which is when it calms down for a bit until we start the cycle all over again.

What might surprise people about the work you do/this role/your department or area?

If you have met our team before, it’s not super surprising, but one thing that I love about our team (and that also surprises a lot of people) is that we love to have fun. We often joke around with each other and try to lighten the mood and have fun when we can. We understand the value of the work we do whilst also understanding the value of the other people we work with. Especially in those seasons where most of us are working long nights to get things done, it helps to know that you have a friendly face in your corner.

What do you like best about working in UVAFinance?

If it wasn’t clear by my responses already, I love the people at UVAFinance. It’s my first full-time job after graduating college, and in comparison to how my other friends talk about their own workplaces, I am so happy to be here. I feel like my work is also very interesting and relevant towards making an impact for the University, and the culture and values of the organization tie it all together.

How do you connect your work with the UVA Finance Values?

I feel like my team and I exemplify the values of UVA Finance. Being a part of a central finance team means that we have to excel at delivering accurate, consistent, and reliable information, providing excellent service and support to all stakeholders, and creating innovative solutions and pursuing continuous improvement. We are also collaborative, have a lot of value and respect for each other, and can recognize and value our teammates for all that they bring to the table. I also enjoy doing these things. It’s not a chore for me to be a valuable and productive colleague.

____________________________________________________________________________


Logan Hobbs, Tax & Payment Card Compliance Manager

What do you do as a Compliance Manager?

I manage or assist with most of the University’s tax filings and tax compliance functions. For payment cards, I perform regular compliance activities that allow for the University to continue accepting credit card payments on Grounds. I also work with our payment card consultants, Arrow Payments, to maintain current payment card systems.

Who do you work with regularly?

I work with any and every department on Grounds.  My tax duties require me to interact with any department that generates business income unrelated to our tax-exempt purpose (this is income reported on our annual corporate tax return Form 990-T).  We are required to monitor activities in buildings funded by tax-exempt debt to make sure private or commercial businesses are not using more space than our education/research activities.  If the private business use exceeds 10%, we risk flipping the debt issuance from tax-exempt to taxable. Of course, any individual tax forms or questions require that I interact with employees and vendors, as well.  My payment card duties mean that I work with a wide range of departments on the academic side since the Medical Center has their own payment card compliance team.


What seasons are busiest, or what rhythms exist in your job?

Basically, the fall and spring are busiest for me, and in the summer, things are slightly slower.  In the fall, most of our annual payment card compliance, and the spring is tax filing season. 


What might surprise people about the work you do/this role/your department or area?

First of all, how many areas of the University we interact with.  Also, I commonly hear, “The University pays tax?  I thought we were tax-exempt?”


What do you like best about working in UVAFinance?

The ability to serve the whole University.


How do you connect your work with the UVA Finance Values?

In Tax, being an impeccable source of information is always important.  Also, due to the number of interactions across Grounds, we need to be effective collaborative partners.
________________________________________________________________________________


Would you like to be featured in Introducing UVAFinance? Want to suggest a colleague to be featured? Email bv8h@virginia.edu

 

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News from Procurement: Optimization Initiative, PaymentWorks

Stay tuned!

Last fall, UVAFinance launched the Procurement Optimization Initiative intending to fine-tune the sourcing and payables functions.  

A cross-functional working group has been meeting regularly during the intervening months, and we're happy to share an update related to these efforts, as well as an update related to PaymentWorks.
Several rounds of demonstrations were held with Optical Character Recognition leaders in the market.  A supplier has been selected (we'll share all the details as soon as the contract negotiations wrap up) that has a mission tied to higher education as well as the ability to directly influence the algorithm so the machine can learn how we read our invoices.   This should result in minimal operational changes for departments and suppliers. 
Issues with PaymentWorks are another current area of focus for Procurement.  A recent disconnect of the integration between this tool and Workday caused a backlog of supplier profiles.  Although the issue has been resolved, some registrations are still presenting issues.  If you have concerns or an urgent need, please contact us via AskFinance@virginia.edu and ask that your request be escalated immediately to the Supplier Management Team.  The team is exploring contractual methods by which to ensure that UVA's service level needs are consistently met by PaymentWorks.






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UVAFinance in Action

Katie Walker at ACUHO-I

Katie Walker at ACUHO-I

Last week, Katie Walker spoke to leaders in university housing and residence life at the 2024 State of the Profession Symposium organized by the Association of College & University Housing Officers-International.  

Walker shared top issues on the minds of university business officers with this group of senior professionals. 


Procurement Training Session with Engineering

John Gerding
Procurement’s Kevin Crabtree and John Gerding joined the School of Engineering to hold a special procurement training session for about 75 purchasers. While at the session, they reviewed the Marketplace, discussed processing contracts, walked through vendor lookups, demonstrated some common practices, and more.


Lisa Stanton, Dean’s Office Operations Manager in the School of Engineering, says, "Our partnership with Kevin and his team from Procurement has been very helpful. The Engineering School appreciates the opportunity to train, and the feedback from our staff has been overwhelmingly positive. We’re looking forward to additional learning experiences."

We’re grateful to Engineering for requesting this session. If your area is interested in something similar, please reach out to us via AskFinance@virginia.edu.


Look at all that swag!



Procurement & Supplier Diversity Services at Construction Contractors Conference

The Virginia Department of Small Business & Supplier Diversity (SBSD) and The Virginia Department of Transportation’s Business Opportunity and Workforce Development (BOWD) Center collaborated to offer the Annual Construction Contractors Conference, and UVA was proud to support it as an exhibitor.

 The conference offered vendors training sessions in the morning, an exhibit fair, and matchmaking sessions in the afternoon.  

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New Resources: View Business Processes & Roles

View business processes and roles

The UVAFinance Training Team put together two spreadsheets to give Workday Finance users insight into what roles have potential actions to take in which business processes.  

Take a look: 

Thanks to our Fiscal Administrators for sharing this on their wish list.  We hope it's helpful to all!

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Removal of T&E Card Duplicate Alerts

for T&E Transactions


The duplicate transaction alert has been removed from Workday Expenses when there are two or more T&E Card transactions for the same amount, same date, same expense item, and same payee. 

The alert will continue to appear for potential duplicate reimbursements or when a reimbursement and a T&E Card transaction appear to be duplicates.

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Reminder about 1099s & Charitable Contribution Acknowledgements

Don't forget!

Contributed by Logan Hobbs
The Financial Operations Team has a couple of reminders this tax season: 

  • Please send any Form 1099 (MISC, INT, DIV, NEC, K) received to Financial Operations (PO Box 400194) for inclusion in our annual business tax return. 

  • Please send any charitable contribution receipts (either a letter of acknowledgment or a form) for any donations made by departments. This information can be claimed on our annual business tax filing.
If you have questions or concerns, please reach out to us via AskFinance@virginia.edu.                                                                                     

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Tuesday, February 6, 2024

New How To: Applying a Discount on a Purchase Requisition

Thanks to insightful questions from users like you, we've added instructions on applying discounts to non-catalog purchase requisitions.  

You can see all the details on the non-catalog requisition quick reference guide (QRG) on the UVAFinance website. 

Please reach out if you have questions or concerns.

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Need some help with requisitions?  Don't forget Time with a Trainer!  Click here to view Jack Jensen's calendar and sign up for a 1:1 session.

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Cost Center Deposit Specialist/Cost Center Manager Knowledge Enhancement Sessions Materials Posted


plus answered questions!
Contributed by Kristie Sojka and Danielle Hancock
Thank you to everyone who attended the Deposit and AHBT Knowledge Enhancement Sessions in January. We appreciate your participation and questions.  Didn't make it?  No problem -- we recorded the session!


The meeting materials are now available on the UVAFinance website: 

Presentation Slides (we added some answers to the questions you posed)
Presentation Video

We hope this information is helpful to you. Please feel free to reach out if you have questions or concerns.
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Thursday, February 1, 2024

T&E Cardholder Training: Due February 29

Get 'er done!


Annual T&E Cardholder training is required for all cardholders.  If that's you, you should've received an email with a link to the training on February 1.  All cardholders are automatically enrolled in the training, which is located in Workday (so if you missed the link, you can find the training that way!).  


Reminder emails will begin mid-month.  Cardholder supervisors who do not have a T&E Card are not required to take the training, but all supervisors will be copied on training reminder emails to their direct reports who haven't completed the training.  


If you're a new cardholder (meaning you received your card between October 1 and now), you are exempt from this training.  



________________________________________________________________________

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