Tuesday, June 13, 2023

Continuous Improvement Led by You: Account Certification


Once Workday Financials went live, that wasn't all for collaboration between UVAFinance and our finance partners across Grounds.  We've continued to collaborate in the spirit of continuous improvement to make processes better and share best practices.  Case in point is everyone's favorite, account certification.  

Although Workday Financials is a cloud-based system that we share with lots of other entities (meaning we can't customize it like we were used to doing with Oracle), there are still lots of things we can do to make it work better for us.  This spring, a working group from the School of Medicine partnered with UVAFinance's Workday Support Team and Change Enablement Groups got together and identified several pain points and figured out what pains could be alleviated now and what we could put on track to fix in the near future.  

You can see the full results of the working group's efforts in the Workday Support Team's presentation slides here, as well as in the School of Medicine presentation slides here, but here are the results you can enjoy NOW that are a result of this working group's efforts: 

  • A new report, “Account Certifications Awaiting Me – Detailed” has been added to the Account Certification Actions dashboard.  This report has been added to provide greater insight into the Account Certifications awaiting a Preparer or Approver to potentially help prioritize their work and/or provide information not previously available in the original “Account Certifications Awaiting Me” report.
  • Select View More at the bottom of the "Account Certifications Awaiting Me – Detailed" report on the Account Certification Actions Dashboard to 
    • See full list of Account Certifications (the report on the dashboard shows 100 lines). 
    • Make selections to help prioritize the Account Certifications. 
    • Selections made on the prompt screen will persist after refreshing your browser.
  • The “Details for Account Certification Report” is now sorted by Ledger Account, which matches the Account Certification user interface which lists the balances in order by Ledger Account number.  
  • Attachments from various business processes are now surfaced in the Details for Account Certification report, eliminating the need to drill further into the BP details for find/review them. 
  • Additional Prompts have been added to the Status of Account Certifications report to improve reporting capabilities.
  • Once an Account Certification has been created and assigned to an employee, the only way for another employee to take action on that Account Certification is to request the Account Certification business process be reassigned. To facilitate streamlined requests, a template has been added to the Workday Account Certification UBI QlikSense module.
  • A step has been added to the month-end closing process to run MFS a final time.  This will mitigate balances remaining on the Project’s Default Fund (e.g., FD068 Operating Project Default) from any activity posted on the final business day of the month.  The remaining balances caused reconciling differences that Project Budget Specialists/Project Budget Managers had to monitor the next month to ensure they cleared out.

And there's more on the way!  Check out the presentation slides for planned upgrades or just watch the blog to see additional improvements as they roll out. 

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Want to know more about UVAFinance and Continuous Improvement?  Head on over to the UVAFinance CI page.

 

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