FundSvcs Community

We use workday here at UMUC for our state operating budget. It doesn't connect seamlessly with our charitable database, which we use Financial Edge for, but we do use it for grants and operating expenses. I'm happy to try and field any questions you might have. *Rebecca Boughamer*Assistant Vice President, Advancement Services | University of Maryland University College 3501 University Blvd E | Adelphi, MD 20783 Office: 301-985-7561 | Fax: 301-985-7111 | Mobile: 301-892-1277 | rebecca.boughamer@umuc.edu

Does anyone out there work with Workday? (accounting and/or Grant/gift management) We use Raiser's Edge and our finance dept move to Workday and we are have some challenges related to integration (I use that word loosely). Would love to talk to anyone who is familiar with Workday. Thanks! Lisa [SNHU-Horizontal-Email-Logo] Lisa St. Hilaire | Executive Director of Advancement Services | Institutional Advancement Southern New Hampshire University | 2500 North River Road | Manchester, NH 03106 603-629-4641 | l.sthilaire@snhu.edu

We also have Workday and do have a direct feed. I think the unique thing we had to overcome with conversion (unlike our old financial system), is that we needed to generate TWO daily feeds. New cash and modifications. They could not be mixed. The first feed debits cash and credits the fund balance for all new activity. The second is a net zero transaction for mods. Our IT team took a year or so to launch (I am not an IT person!) so I probably cannot answer technical questions. I’m a technical nitwit. Aaron Aaron Forrest CPA Senior Director Gift and Donor Services University of Rochester Office of Advancement Larry and Cindy Bloch Alumni and Advancement Center 300 East River Road Rochester NY 14627 Office 585.275.2799 / Fax 585-273-4558 Email aaron.forrest@rochester.edu [Description: Description: Description: cid:image001.gif@01C92E92.3629C5E0]

I work at Gallaudet University and our finance team is  moving from PeopleSoft (PS) to Workday in the fall. We use RENXT. Currently, I am trying to find out how to configure the workday tags on the funds set up in RE? We use Post-O-Matic for a bridge file from RE to PS for the general ledger and plan to do the same from RE to Workday. We are thinking to add the workday tags as attributes on the fund record in RE and then have the omatic folks build the bridge file from the attributes. Our current PS funds use the gl distribution tab in RE, but my understanding is that Workday will not use the same debit and credit approach. How did you configure your workday tags on the funds in RE?

Thank you, for any help you can provide!

Deb Edwards,
Gallaudet University, Director of Operations

------------------------------
Deborah Sturm
Deborah.sturm@GALLAUDET.EDU
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Original Message:
Sent: 01-10-2019 05:49 PM
From: Aaron Forrest
Subject: Re: Workday

We also have Workday and do have a direct feed. I think the unique thing we had to overcome with conversion (unlike our old financial system), is that we needed to generate TWO daily feeds. New cash and modifications. They could not be mixed. The first feed debits cash and credits the fund balance for all new activity. The second is a net zero transaction for mods. Our IT team took a year or so to launch (I am not an IT person!) so I probably cannot answer technical questions. I'm a technical nitwit.



Aaron



Aaron Forrest CPA

Senior Director Gift and Donor Services

University of Rochester Office of Advancement

Larry and Cindy Bloch Alumni and Advancement Center

300 East River Road

Rochester NY 14627

Office 585.275.2799 / Fax 585-273-4558

Email aaron.forrest@rochester.edu



[Description: Description: Description: cid:image001.gif@01C92E92.3629C5E0]

Hi Rebecca,

I work at Gallaudet University and our finance team is  moving from PeopleSoft (PS) to Workday in the fall. We use RENXT. Currently, I am trying to find out how to configure the workday tags on the funds set up in RE? We use Post-O-Matic for a bridge file from RE to PS for the general ledger and plan to do the same from RE to Workday. We are thinking to add the workday tags as attributes on the fund record in RE and then have the omatic folks build the bridge file from the attributes. Our current PS funds use the gl distribution tab in RE, but my understanding is that Workday will not use the same debit and credit approach. How did you configure your workday tags on the funds in RE?

Thank you, for any help you can provide!

Deb Edwards,
Gallaudet University, Director of Operations

------------------------------
Deborah Sturm
Deborah.sturm@GALLAUDET.EDU
------------------------------

Original Message:
Sent: 01-10-2019 12:43 PM
From: Rebecca Boughamer
Subject: Workday

We use workday here at UMUC for our state operating budget. It doesn't
connect seamlessly with our charitable database, which we use Financial
Edge for, but we do use it for grants and operating expenses. I'm happy to
try and field any questions you might have.


*Rebecca Boughamer*Assistant Vice President, Advancement Services |
University of Maryland University College
3501 University Blvd E | Adelphi, MD 20783
Office: 301-985-7561 | Fax: 301-985-7111 | Mobile: 301-892-1277 |
rebecca.boughamer@umuc.edu