{"id":25922,"date":"2024-03-18T16:08:32","date_gmt":"2024-03-18T20:08:32","guid":{"rendered":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/?page_id=25922"},"modified":"2024-03-18T16:22:08","modified_gmt":"2024-03-18T20:22:08","slug":"ur-financials-newsletter-vol-15-03-18-2024","status":"publish","type":"page","link":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter\/ur-financials-newsletter-vol-15-03-18-2024\/","title":{"rendered":"UR Financials Newsletter Vol. 15 03.18.2024"},"content":{"rendered":"<h5>In this issue:<\/h5>\n<ul>\n<li><strong>Workday\u00a0<\/strong><strong>Expenses<\/strong>\u00a0(University only, excluding affiliates)\n<ul>\n<li>Business purpose statement<\/li>\n<li>60 day rule explanation<\/li>\n<li>MyPath resources for Workday Expenses module<\/li>\n<li>Expenses user group meetings: March 19th 3pm-4pm\n<ul>\n<li>March topics\n<ul>\n<li>Entry\/Review items: business purpose statement, expense date, amount, etc.<\/li>\n<li>Approver review-research and send backs<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li>Helpful links<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<hr \/>\n<h3>Workday Expenses<\/h3>\n<ul>\n<li><strong><u>Business purpose statement<br \/>\n<\/u><\/strong>The Header memo is the expense report business purpose statement\/justification and must comply with the IRS guidelines.\u00a0 The business purpose should be <strong><u>one to two sentences<\/u><\/strong> detailing the WHAT, WHEN, WHERE, and WHY for all expenses that are being reimbursed on the expense report.\u00a0 Attendee names and explanations for delay in submitting (60 day rule) should not be included in the business purpose statement.\u00a0 The business purpose of an expense may be obvious to the Payee and the Department Approvers, but not to a third-party reviewer.<\/li>\n<li><strong><u>60 day rule explanation<br \/>\n<\/u><\/strong>Your explanation for the delay in submitting your business expenses should be added to the Comment section on the Workday Expense Report or you can attach a document with the explanation.\u00a0 The Expense Report approvers (department and financial) will review the explanation and determine if the expense(s) will be reimbursed.<\/li>\n<li><strong><u>MyPath resources for Workday Expenses module<\/u><\/strong>\n<ul>\n<li><img decoding=\"async\" src=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2024\/03\/MyPath.jpg\" \/><\/li>\n<li>eLearning self-paced course-type \u201cworkday expenses\u201d in the MyPath search bar and select Workday Expense Management eLearning (book icon)<\/li>\n<li>Register for an Instructor Led Training session- type \u201cworkday expenses\u201d in the MyPath search bar and select Workday Expenses (calendar icon). Select view details\/request to register.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\"><\/li>\n<li><strong><u>Expenses user group meetings (held monthly)<br \/>\n<\/u><\/strong>Workday Expenses User group meetings are another opportunity intended to provide support for Expenses functionality to departments including information sharing, best practices, and tip\/tricks.\u00a0 These meetings are more about discussing what is\/is not working well to identify enhancement opportunities.Upcoming meetings:<br \/>\nLink to join meeting,\u00a0<a href=\"https:\/\/rochester.zoom.us\/j\/96881056200\">https:\/\/rochester.zoom.us\/j\/96881056200<\/a><\/p>\n<ul>\n<li>Tuesday, March 19<sup>th<\/sup>\u00a0from 3:00pm-4:00pm<\/li>\n<\/ul>\n<\/li>\n<li><strong><u>Helpful Links<\/u><\/strong>\n<ul>\n<li>Email Workday Expense inquiries to:\u00a0<a href=\"mailto:Business_Expense_Reimbursement@finance.rochester.edu\">Business_Expense_Reimbursement@finance.rochester.edu<\/a><\/li>\n<li>Workday Login:\u00a0<a href=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/workday-login\/\">https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/workday-login\/<\/a><\/li>\n<li>Link to Workday Expenses reference guides:\u00a0<a href=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/training\/expense-management-training\/expense-management-reference-materials\/\">https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/training\/expense-management-training\/expense-management-reference-materials\/<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In this issue: Workday\u00a0Expenses\u00a0(University only, excluding affiliates) Business purpose statement 60 day rule explanation MyPath resources for Workday Expenses module Expenses user group meetings: March 19th 3pm-4pm March topics Entry\/Review&hellip;<\/p>\n","protected":false},"author":112,"featured_media":0,"parent":15902,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-25922","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>UR Financials Newsletter Vol. 15 03.18.2024 - UR Financials<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter\/ur-financials-newsletter-vol-15-03-18-2024\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"UR Financials Newsletter Vol. 15 03.18.2024 - UR Financials\" \/>\n<meta property=\"og:description\" content=\"In this issue: Workday\u00a0Expenses\u00a0(University only, excluding affiliates) Business purpose statement 60 day rule explanation MyPath resources for Workday Expenses module Expenses user group meetings: March 19th 3pm-4pm March topics Entry\/Review&hellip;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter\/ur-financials-newsletter-vol-15-03-18-2024\/\" \/>\n<meta property=\"og:site_name\" content=\"UR Financials\" \/>\n<meta property=\"article:modified_time\" content=\"2024-03-18T20:22:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2024\/03\/MyPath.jpg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/ur-financials-newsletter\\\/ur-financials-newsletter-vol-15-03-18-2024\\\/\",\"url\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/ur-financials-newsletter\\\/ur-financials-newsletter-vol-15-03-18-2024\\\/\",\"name\":\"UR Financials Newsletter Vol. 15 03.18.2024 - UR Financials\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/ur-financials-newsletter\\\/ur-financials-newsletter-vol-15-03-18-2024\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/ur-financials-newsletter\\\/ur-financials-newsletter-vol-15-03-18-2024\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/wp-content\\\/uploads\\\/2024\\\/03\\\/MyPath.jpg\",\"datePublished\":\"2024-03-18T20:08:32+00:00\",\"dateModified\":\"2024-03-18T20:22:08+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/ur-financials-newsletter\\\/ur-financials-newsletter-vol-15-03-18-2024\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/ur-financials-newsletter\\\/ur-financials-newsletter-vol-15-03-18-2024\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/ur-financials-newsletter\\\/ur-financials-newsletter-vol-15-03-18-2024\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/wp-content\\\/uploads\\\/2024\\\/03\\\/MyPath.jpg\",\"contentUrl\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/wp-content\\\/uploads\\\/2024\\\/03\\\/MyPath.jpg\",\"width\":286,\"height\":175},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/ur-financials-newsletter\\\/ur-financials-newsletter-vol-15-03-18-2024\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Keep Learning UR Financials: Tip of the Month and Newsletter\",\"item\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/ur-financials-newsletter\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"UR Financials Newsletter Vol. 15 03.18.2024\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/#website\",\"url\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/\",\"name\":\"UR Financials\",\"description\":\"°µÍø³Ô¹Ï\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.rochester.edu\\\/adminfinance\\\/urfinancials\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"UR Financials Newsletter Vol. 15 03.18.2024 - UR Financials","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter\/ur-financials-newsletter-vol-15-03-18-2024\/","og_locale":"en_US","og_type":"article","og_title":"UR Financials Newsletter Vol. 15 03.18.2024 - UR Financials","og_description":"In this issue: Workday\u00a0Expenses\u00a0(University only, excluding affiliates) Business purpose statement 60 day rule explanation MyPath resources for Workday Expenses module Expenses user group meetings: March 19th 3pm-4pm March topics Entry\/Review&hellip;","og_url":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter\/ur-financials-newsletter-vol-15-03-18-2024\/","og_site_name":"UR Financials","article_modified_time":"2024-03-18T20:22:08+00:00","og_image":[{"url":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2024\/03\/MyPath.jpg","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter\/ur-financials-newsletter-vol-15-03-18-2024\/","url":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter\/ur-financials-newsletter-vol-15-03-18-2024\/","name":"UR Financials Newsletter Vol. 15 03.18.2024 - UR Financials","isPartOf":{"@id":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter\/ur-financials-newsletter-vol-15-03-18-2024\/#primaryimage"},"image":{"@id":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter\/ur-financials-newsletter-vol-15-03-18-2024\/#primaryimage"},"thumbnailUrl":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2024\/03\/MyPath.jpg","datePublished":"2024-03-18T20:08:32+00:00","dateModified":"2024-03-18T20:22:08+00:00","breadcrumb":{"@id":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter\/ur-financials-newsletter-vol-15-03-18-2024\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter\/ur-financials-newsletter-vol-15-03-18-2024\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter\/ur-financials-newsletter-vol-15-03-18-2024\/#primaryimage","url":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2024\/03\/MyPath.jpg","contentUrl":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-content\/uploads\/2024\/03\/MyPath.jpg","width":286,"height":175},{"@type":"BreadcrumbList","@id":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter\/ur-financials-newsletter-vol-15-03-18-2024\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/"},{"@type":"ListItem","position":2,"name":"Keep Learning UR Financials: Tip of the Month and Newsletter","item":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/ur-financials-newsletter\/"},{"@type":"ListItem","position":3,"name":"UR Financials Newsletter Vol. 15 03.18.2024"}]},{"@type":"WebSite","@id":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/#website","url":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/","name":"UR Financials","description":"°µÍø³Ô¹Ï","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-json\/wp\/v2\/pages\/25922","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-json\/wp\/v2\/users\/112"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-json\/wp\/v2\/comments?post=25922"}],"version-history":[{"count":2,"href":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-json\/wp\/v2\/pages\/25922\/revisions"}],"predecessor-version":[{"id":25952,"href":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-json\/wp\/v2\/pages\/25922\/revisions\/25952"}],"up":[{"embeddable":true,"href":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-json\/wp\/v2\/pages\/15902"}],"wp:attachment":[{"href":"https:\/\/www.rochester.edu\/adminfinance\/urfinancials\/wp-json\/wp\/v2\/media?parent=25922"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}