Monday, June 12, 2023

Did You See This? Reporting & Analytics Updates

The May 22 Finance Reporting and Analytics Release Notes have been posted to the UVAFinance website.  Check out the full release notes on the website.  

The release notes featured some great new reports, including these new Account Certification Reports: 
  • Account Certification Awaiting Me: New Prompts and Data Fields (this one is especially handy for Fiscal Year End)
  • Status of Account Certifications: New Prompts and Data Fields
  • Details for Account Certifications: Now includes attachments to streamline the review and approval process (just hover your mouse over the attachment, then click the … > Attachment > View)
Since the release notes, the team has also added this new report:   

Open Purchase Orders, Fully Invoiced & Paid:  this report helps you find your own POs created in Workday so you can more easily close out your own POs during the Fiscal Year End.
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Related Content:  Account Certification has received some process improvements thanks to a working group featuring our friends at SOM and some UVAFinance partners.  Read more about it on the blog.  

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