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‘Financial Unit Managers’

Departmental Playbook: February 2019 Updates

Feb. 5, 2019—In an effort to streamline the information in the Departmental Playbook reporting dashboard, we will be making the following improvements over the coming week:   PPM Project Budget vs. Actual A new PPM Project Budget vs. Actual reports was introduced during the fall to provide users with multiple options for comparing budget and actual data...

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Updated Business Travel & Expense Policy

Feb. 5, 2019—The Finance team has recently updated the Travel & Business Expense Policy with a simplified format and a few policy updates. Key changes that may impact your area include: Rental Vehicles All tolls, fuel, GPS and parking fees incurred while travelling for business are allowable expenses.  As a result, users may opt into prepaid gas and other services...

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Subscribe to the New VU Consolidated Administrative Dates Calendar

Dec. 19, 2018—The Process and Systems Optimization (SkyVU) Team is pleased to announce the addition of a new VU Consolidated Administrative Calendar.  This calendar includes important dates such as: Month-end close dates; HCM Transaction deadlines; User Group meeting dates and locations. Calendar Subscription You can subscribe to this calendar so that it is visible in your own Outlook...

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Transaction Approvals during the Winter Break

Dec. 19, 2018—The five-day escalation period remains in place during the winter break, allowing continued support of areas conducting research and other business during this period. In the event that a transaction is submitted during the break, approvers will continue to receive notifications through email and your worklist and have the option to either: Reject the transaction to return...

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Purchases, Payments and Shipments during the Winter Break

Dec. 19, 2018—Complete Preparations for the Winter Break As discussed in the December 14th P2P user group webinar, users should be preparing for the holiday break by: Taking action to approve (or reject, if appropriate) any outstanding invoices so that payments can be processed timely and accurately; and Discussing any remaining outstanding procurement or expense needs with your...

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Requisition Update: New Indicator for International Individual Payees

Dec. 3, 2018—The Purchasing & Payment Services Team has been continuing to work on process improvements for non-catalog requisitions.  One of these improvements is to add an indicator for international individuals to the Smart Forms. Additional information on this update is available below and in the recording of the November 30th P2P User Group webcast available here.   New Indicator...

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Oracle Cloud Expenses: Updated One Card Policy

Nov. 5, 2018—The Vanderbilt One Card Policy has been updated and is now published on our website.  This updated policy became effective in October and in particular clarifies the following items regarding appropriate card use: Cardholders must assign at least one Expense Delegate in Oracle.  If you have not already done so, please do so now. Card Security (page...

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Updated FAQ: I’m going on vacation. Can someone approve transactions on my behalf?

Aug. 30, 2018—If you are a transaction approver (such as a Financial Unit Manager or Line Manager), you can delegate your approval responsibilities for specified transaction types to another user while you are out of the office using the BPM Worklist.  Note that members of an approval group need not delegate their approvals to another person, as the other members of...

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Report Updates: New Columns Added to Budget vs Actual Reports

Aug. 21, 2018—The Budget vs. Actual reports available through the Departmental Playbook have now been updated to include both Month-to-Date and Year-to-Date columns and variances.

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New Process: Approving Invoices for Payment (in lieu of Receiving in My Receipts)

Aug. 7, 2018—Vanderbilt Finance has introduced an updated process for confirming that goods/services have been received, effective August 6, 2018.  The purpose of this change is to provide a consistent process for non-catalog purchases with increased departmental visibility and control over payment of the related invoices. What has changed? Procurement Requesters will now be notified (via both email...

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