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Ellucian Advance and Workday

  • 1.  Ellucian Advance and Workday

    Posted 7 days ago

    Hello,

    Our university's finance department is in the process of converting to Workday from Oracle.  The finance department has decided to re-number/change all of our gift revenue accounts.  In Oracle, we were able to tell at-a-glance if an account was a restricted or endowed.  In Workday, that is no longer possible with the new numbering system.  Has anyone encountered these issues?  If so, what solutions did you implement?

    Thank you,

    Suzanne Stone

    Senior Director, Advancement Services

    Degheri Alumni Center 315

    University of San Diego

    5998 Alcala Park

    San Diego, CA 92110-2492

    (619)260-4639

    www.sandiego.edu



  • 2.  RE: Ellucian Advance and Workday

    Posted 7 days ago
    In my experience, I have never relied on recognizing from the financial system coding for those types of characteristics . . . Used to coding those characteristics on the advancement side of the data to assure appropriate advancement identification of what an account represents (e.g. restricted, endowed, capital, current use)

    Of course it's appropriate for the financial system to distinguish that and it is advancement's responsibility in communicating the type of fund it is, but 'recognizing' the coding from the financial data is not a recommendation in my experience . . . i.e. see how you can 'recognize' whether an account is restricted or endowed from the data in Ellucian Advance.

    Good luck!



    --
    Thomas Chaves
    Associate VP for Advancement Operations
    Office of Advancement
    Saint Joseph's University
    5600 City Avenue, Philadelphia, PA 19131

    O: 610-660-1255 | M: 610-316-6541 | tchaves@sju.edu
    SJU.edu