Monday, July 7, 2025

UBI Finance 2.0 Apps Now Live: Explore, Use, and Share Feedback

UBI 2.0 is live now!

New UBI Finance 2.0 apps are now live! We encourage you to begin using these apps for all your general finance reporting needs.

You can access the new apps via the UBI Hub. You’ll recognize the new apps by their names, which use underscores instead of spaces (e.g., Workday_Financial_Analysis_and_Review).

Click the image for a larger view


Workday_Financial_Analysis_and_Review is designed to be your one-stop shop for Managerial Financial Analysis:

  • Check Fund Balances
  • Review Budget vs. Actuals
  • Trend Analysis
  • Open Obligations and Commitments in the current fiscal year
  • Review transaction details for the current or prior fiscal year

For all balance sheet transactions or income statement transactions from earlier fiscal years, we’ve provided additional apps with two-year slices of detailed transaction data.

For Sponsored Program financial review, please continue using Workday_RAD, which includes Award/Grant budgets and life-to-date transaction details.

We’ll be hosting weekly office hours to help you get familiar with the new app navigation:

Tuesdays at 10 AM, starting July 15

Zoom link: Intro to UBI Finance 2.0

Stay tuned for an upcoming announcement about additional sessions for users who want to transfer Community or My Sheets from existing apps to the new ones.

We welcome your questions and feedback! Please email us at AskFinance@virginia.edu with the subject line:  "UBI Finance 2.0 Feedback."

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Related content:  UBI Finance 2.0 Summer Office Hours Kick Off July 15


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