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