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Suggested: Grant Managers should run Award Portal Multiple Cost Centers Search for ending grants and open tickets

Link:https://fin-s-web22.finance.uw.edu/fin/AwardPortal/SearchCostCenter The award portal CC search will show: Grants With Final Action or End Dates in Next 90 Days- make sure that you have talked to your PI about the sunset period of these grants and performed any actions required. Prepare for close outs. , Open Tickets- ensure that GCA is not waiting for your unit  to response , Open Tasks. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Information Sessions. Monday, December 1, 2025, 5:00 PM – 6:00 PM.

Suggested: Review Shared Environment Emails which report Match Exceptions on Invoices

Every Tuesday, the shared environment team sends emails to all units except Oceanography with a list of invoices in match exception (OCN pulls these reports themselves)   Usually, these invoices involve an action item:   a) need to receive b) need to change PO c) need to cancel The shared environment shares the job aid on How to Resolve Match Exceptions so that units can take action as required. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Tuesday, December 2, 2025, 12:00 PM – 1:00 PM.

Suggested: Non-Taxable Supplier Invoices R1591

Run Non-Taxable Supplier Invoices R1591 to look for invoices that should be M&E Exempt but were somehow charged tax. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Saturday, December 6, 2025, 2:00 PM – 3:00 PM.

Suggested: Review Shared Environment Emails which report Match Exceptions on Invoices

Every Tuesday, the shared environment team sends emails to all units except Oceanography with a list of invoices in match exception (OCN pulls these reports themselves)   Usually, these invoices involve an action item:   a) need to receive b) need to change PO c) need to cancel The shared environment shares the job aid on How to Resolve Match Exceptions so that units can take action as required. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Tuesday, December 9, 2025, 12:00 PM – 1:00 PM.

Suggested: Check all unassigned Assets by Running R1395.1

Unit Asset Coordinator Cost Center Hierarchy Assignments with Levels R1395.1     The report allows you to enter a Cost center (e.g. cost centers attached to one of the registered assets requiring updates in the report) and it will look up which Unit Asset Coordinators see the asset on their Unit Asset Coordinator Alert notification (the report letting them know updates are required)  they might need a nudge to respond and make the updates. We suggest looking by the cost center hierarchy level 6. Event interval: Single day event. Accessibility Contact: finance/eio.uw.edu. Event Types: Not Specified. Wednesday, December 10, 2025, 4:00 PM – 5:00 PM.

Suggested: Fund 999 Payroll Check for Each Month by Cost Center Level

When costing allocations are not entered on time or are missing, they post to the default Fund 999 in order for employees to be paid.  Each Unit  should run R1300.5 by Cost Center Level 6 (this is where all schools and departments in the College of the Environment begin) and they should use FD999 as a worktag filter. Filters: Period:  the current month Time Period: YTD Cost Center Hierarchy:  CCH (and your unit's initials) , select level 6 when options appear Worktags: FD999 Look at both actual expenses and perform PAAs as required and review any encumbrances. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Wednesday, December 10, 2025, 4:00 PM – 5:00 PM.

Suggested: Run R1300.5 and Validate any new Core Fund Revenue Transfers

https://my.environment.uw.edu/efast/resources-for-financial-staff-and-administrators/workday-report-demonstrations/ Does the Debit and the Credit have the same resource worktag? GOF, DOF, and ICR should only be done through Core Fund Transfers.  There should not be bank transactions or check deposits. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Wednesday, December 10, 2025, 4:00 PM – 5:00 PM.

Suggested: Unit Responsibility to Monitor outstanding and unverified Procard Transactions R1439

Procard Holders should verify their procard charges weekly.   All procard charges should have relevant documentation which includes:  Invoice (if applicable), receipt (if applicable), packing slip or verification of receipt and any relevant approvals and back up documentation.  If the purchase is for food, an agenda and attendee list and business purpose should be included.  Card holders should not verify until all documents are received.   This may mean that charges move to the next month as unverified however, no card holder should be more than 60 days behind.  Units should run R1439 and filter by their procard holders to monitor unverified charges. Outstanding ProCard – Find Credit Card Transactions [R1439]. Event interval: Ongoing event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Wednesday, December 10, 2025, 5:00 PM – 6:00 PM.

Suggested: Review Shared Environment Emails which report Match Exceptions on Invoices

Every Tuesday, the shared environment team sends emails to all units except Oceanography with a list of invoices in match exception (OCN pulls these reports themselves)   Usually, these invoices involve an action item:   a) need to receive b) need to change PO c) need to cancel The shared environment shares the job aid on How to Resolve Match Exceptions so that units can take action as required. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Tuesday, December 16, 2025, 12:00 PM – 1:00 PM.

Suggested: Run R1439 Find Credit Card Transactions for your unit to review for unverified transfers

Run R1439 to look for unverified transactions.  You may do this by sup org (select all subordinate) to see card holders by your supervisor org or run by cost centre hierarchies. Charges more than 60 days old will result in a suspended procard. The Business Document Status should be "New, Blank, Draft,  and In Progress" Please note the differences in reports: R1439 to locate all transactions and their status R0552 for cardholders--in flight transactions R1523 In progress business process event tracking R1354 Procurement card transaction lines by department--good for problem solving. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Information Sessions. Event sponsors: Procard Office https://finance.uw.edu/ps/how-to-buy/procard/reconciling-procard. Tuesday, December 16, 2025, 5:00 PM – 6:00 PM.

Suggested: Review Shared Environment Emails which report Match Exceptions on Invoices

Every Tuesday, the shared environment team sends emails to all units except Oceanography with a list of invoices in match exception (OCN pulls these reports themselves)   Usually, these invoices involve an action item:   a) need to receive b) need to change PO c) need to cancel The shared environment shares the job aid on How to Resolve Match Exceptions so that units can take action as required. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Tuesday, December 23, 2025, 12:00 PM – 1:00 PM.

Suggested: Review Shared Environment Emails which report Match Exceptions on Invoices

Every Tuesday, the shared environment team sends emails to all units except Oceanography with a list of invoices in match exception (OCN pulls these reports themselves)   Usually, these invoices involve an action item:   a) need to receive b) need to change PO c) need to cancel The shared environment shares the job aid on How to Resolve Match Exceptions so that units can take action as required. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Tuesday, December 30, 2025, 12:00 PM – 1:00 PM.

Suggested: Grant Managers should run Award Portal Multiple Cost Centers Search for ending grants and open tickets

Link:https://fin-s-web22.finance.uw.edu/fin/AwardPortal/SearchCostCenter The award portal CC search will show: Grants With Final Action or End Dates in Next 90 Days- make sure that you have talked to your PI about the sunset period of these grants and performed any actions required. Prepare for close outs. , Open Tickets- ensure that GCA is not waiting for your unit  to response , Open Tasks. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Information Sessions. Thursday, January 1, 2026, 5:00 PM – 6:00 PM.

Suggested: Review Shared Environment Emails which report Match Exceptions on Invoices

Every Tuesday, the shared environment team sends emails to all units except Oceanography with a list of invoices in match exception (OCN pulls these reports themselves)   Usually, these invoices involve an action item:   a) need to receive b) need to change PO c) need to cancel The shared environment shares the job aid on How to Resolve Match Exceptions so that units can take action as required. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Tuesday, January 6, 2026, 12:00 PM – 1:00 PM.

Suggested: Non-Taxable Supplier Invoices R1591

Run Non-Taxable Supplier Invoices R1591 to look for invoices that should be M&E Exempt but were somehow charged tax. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Tuesday, January 6, 2026, 2:00 PM – 3:00 PM.

Suggested: Check all unassigned Assets by Running R1395.1

Unit Asset Coordinator Cost Center Hierarchy Assignments with Levels R1395.1     The report allows you to enter a Cost center (e.g. cost centers attached to one of the registered assets requiring updates in the report) and it will look up which Unit Asset Coordinators see the asset on their Unit Asset Coordinator Alert notification (the report letting them know updates are required)  they might need a nudge to respond and make the updates. We suggest looking by the cost center hierarchy level 6. Event interval: Single day event. Accessibility Contact: finance/eio.uw.edu. Event Types: Not Specified. Saturday, January 10, 2026, 4:00 PM – 5:00 PM.

Suggested: Fund 999 Payroll Check for Each Month by Cost Center Level

When costing allocations are not entered on time or are missing, they post to the default Fund 999 in order for employees to be paid.  Each Unit  should run R1300.5 by Cost Center Level 6 (this is where all schools and departments in the College of the Environment begin) and they should use FD999 as a worktag filter. Filters: Period:  the current month Time Period: YTD Cost Center Hierarchy:  CCH (and your unit's initials) , select level 6 when options appear Worktags: FD999 Look at both actual expenses and perform PAAs as required and review any encumbrances. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Saturday, January 10, 2026, 4:00 PM – 5:00 PM.

Suggested: Run R1300.5 and Validate any new Core Fund Revenue Transfers

https://my.environment.uw.edu/efast/resources-for-financial-staff-and-administrators/workday-report-demonstrations/ Does the Debit and the Credit have the same resource worktag? GOF, DOF, and ICR should only be done through Core Fund Transfers.  There should not be bank transactions or check deposits. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Saturday, January 10, 2026, 4:00 PM – 5:00 PM.

Suggested: Unit Responsibility to Monitor outstanding and unverified Procard Transactions R1439

Procard Holders should verify their procard charges weekly.   All procard charges should have relevant documentation which includes:  Invoice (if applicable), receipt (if applicable), packing slip or verification of receipt and any relevant approvals and back up documentation.  If the purchase is for food, an agenda and attendee list and business purpose should be included.  Card holders should not verify until all documents are received.   This may mean that charges move to the next month as unverified however, no card holder should be more than 60 days behind.  Units should run R1439 and filter by their procard holders to monitor unverified charges. Outstanding ProCard – Find Credit Card Transactions [R1439]. Event interval: Ongoing event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Saturday, January 10, 2026, 5:00 PM – 6:00 PM.

Suggested: Review Quarterly Financial Proviso Status Checks from Shared Environment

Every Quarter, the Dean's Office will send a quarterly status to all units with provisos. Units should note any deficits or projected surpluses and take necessary action items as appropriate. they should check in with Faculty and Scientists who are directly responsible for the programmatic requirements to ensure that the Proviso spending remains on tasks.  Any deficits should be addressed to the Dean's office with a statement on how the unit will address the deficit.  All unit administrators and responsible faculty will be contacted with the quarterly reporting. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Information Sessions. Sunday, January 11, 2026, 10:00 AM – 11:00 AM.

Suggested: Review Shared Environment Emails which report Match Exceptions on Invoices

Every Tuesday, the shared environment team sends emails to all units except Oceanography with a list of invoices in match exception (OCN pulls these reports themselves)   Usually, these invoices involve an action item:   a) need to receive b) need to change PO c) need to cancel The shared environment shares the job aid on How to Resolve Match Exceptions so that units can take action as required. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Tuesday, January 13, 2026, 12:00 PM – 1:00 PM.

Suggested: Run R1439 Find Credit Card Transactions for your unit to review for unverified transfers

Run R1439 to look for unverified transactions.  You may do this by sup org (select all subordinate) to see card holders by your supervisor org or run by cost centre hierarchies. Charges more than 60 days old will result in a suspended procard. The Business Document Status should be "New, Blank, Draft,  and In Progress" Please note the differences in reports: R1439 to locate all transactions and their status R0552 for cardholders--in flight transactions R1523 In progress business process event tracking R1354 Procurement card transaction lines by department--good for problem solving. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Information Sessions. Event sponsors: Procard Office https://finance.uw.edu/ps/how-to-buy/procard/reconciling-procard. Friday, January 16, 2026, 5:00 PM – 6:00 PM.

Suggested: Review Shared Environment Emails which report Match Exceptions on Invoices

Every Tuesday, the shared environment team sends emails to all units except Oceanography with a list of invoices in match exception (OCN pulls these reports themselves)   Usually, these invoices involve an action item:   a) need to receive b) need to change PO c) need to cancel The shared environment shares the job aid on How to Resolve Match Exceptions so that units can take action as required. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Tuesday, January 20, 2026, 12:00 PM – 1:00 PM.

Suggested: Review Shared Environment Emails which report Match Exceptions on Invoices

Every Tuesday, the shared environment team sends emails to all units except Oceanography with a list of invoices in match exception (OCN pulls these reports themselves)   Usually, these invoices involve an action item:   a) need to receive b) need to change PO c) need to cancel The shared environment shares the job aid on How to Resolve Match Exceptions so that units can take action as required. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Tuesday, January 27, 2026, 12:00 PM – 1:00 PM.

Suggested: Grant Managers should run Award Portal Multiple Cost Centers Search for ending grants and open tickets

Link:https://fin-s-web22.finance.uw.edu/fin/AwardPortal/SearchCostCenter The award portal CC search will show: Grants With Final Action or End Dates in Next 90 Days- make sure that you have talked to your PI about the sunset period of these grants and performed any actions required. Prepare for close outs. , Open Tickets- ensure that GCA is not waiting for your unit  to response , Open Tasks. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Information Sessions. Sunday, February 1, 2026, 5:00 PM – 6:00 PM.

Suggested: Review Shared Environment Emails which report Match Exceptions on Invoices

Every Tuesday, the shared environment team sends emails to all units except Oceanography with a list of invoices in match exception (OCN pulls these reports themselves)   Usually, these invoices involve an action item:   a) need to receive b) need to change PO c) need to cancel The shared environment shares the job aid on How to Resolve Match Exceptions so that units can take action as required. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Tuesday, February 3, 2026, 12:00 PM – 1:00 PM.

Suggested: Non-Taxable Supplier Invoices R1591

Run Non-Taxable Supplier Invoices R1591 to look for invoices that should be M&E Exempt but were somehow charged tax. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Friday, February 6, 2026, 2:00 PM – 3:00 PM.

Suggested: Review Shared Environment Emails which report Match Exceptions on Invoices

Every Tuesday, the shared environment team sends emails to all units except Oceanography with a list of invoices in match exception (OCN pulls these reports themselves)   Usually, these invoices involve an action item:   a) need to receive b) need to change PO c) need to cancel The shared environment shares the job aid on How to Resolve Match Exceptions so that units can take action as required. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Tuesday, February 10, 2026, 12:00 PM – 1:00 PM.

Suggested: Check all unassigned Assets by Running R1395.1

Unit Asset Coordinator Cost Center Hierarchy Assignments with Levels R1395.1     The report allows you to enter a Cost center (e.g. cost centers attached to one of the registered assets requiring updates in the report) and it will look up which Unit Asset Coordinators see the asset on their Unit Asset Coordinator Alert notification (the report letting them know updates are required)  they might need a nudge to respond and make the updates. We suggest looking by the cost center hierarchy level 6. Event interval: Single day event. Accessibility Contact: finance/eio.uw.edu. Event Types: Not Specified. Tuesday, February 10, 2026, 4:00 PM – 5:00 PM.

Suggested: Fund 999 Payroll Check for Each Month by Cost Center Level

When costing allocations are not entered on time or are missing, they post to the default Fund 999 in order for employees to be paid.  Each Unit  should run R1300.5 by Cost Center Level 6 (this is where all schools and departments in the College of the Environment begin) and they should use FD999 as a worktag filter. Filters: Period:  the current month Time Period: YTD Cost Center Hierarchy:  CCH (and your unit's initials) , select level 6 when options appear Worktags: FD999 Look at both actual expenses and perform PAAs as required and review any encumbrances. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Tuesday, February 10, 2026, 4:00 PM – 5:00 PM.

Suggested: Run R1300.5 and Validate any new Core Fund Revenue Transfers

https://my.environment.uw.edu/efast/resources-for-financial-staff-and-administrators/workday-report-demonstrations/ Does the Debit and the Credit have the same resource worktag? GOF, DOF, and ICR should only be done through Core Fund Transfers.  There should not be bank transactions or check deposits. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Tuesday, February 10, 2026, 4:00 PM – 5:00 PM.

Suggested: Unit Responsibility to Monitor outstanding and unverified Procard Transactions R1439

Procard Holders should verify their procard charges weekly.   All procard charges should have relevant documentation which includes:  Invoice (if applicable), receipt (if applicable), packing slip or verification of receipt and any relevant approvals and back up documentation.  If the purchase is for food, an agenda and attendee list and business purpose should be included.  Card holders should not verify until all documents are received.   This may mean that charges move to the next month as unverified however, no card holder should be more than 60 days behind.  Units should run R1439 and filter by their procard holders to monitor unverified charges. Outstanding ProCard – Find Credit Card Transactions [R1439]. Event interval: Ongoing event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Tuesday, February 10, 2026, 5:00 PM – 6:00 PM.

Suggested: Run R1439 Find Credit Card Transactions for your unit to review for unverified transfers

Run R1439 to look for unverified transactions.  You may do this by sup org (select all subordinate) to see card holders by your supervisor org or run by cost centre hierarchies. Charges more than 60 days old will result in a suspended procard. The Business Document Status should be "New, Blank, Draft,  and In Progress" Please note the differences in reports: R1439 to locate all transactions and their status R0552 for cardholders--in flight transactions R1523 In progress business process event tracking R1354 Procurement card transaction lines by department--good for problem solving. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Information Sessions. Event sponsors: Procard Office https://finance.uw.edu/ps/how-to-buy/procard/reconciling-procard. Monday, February 16, 2026, 5:00 PM – 6:00 PM.

Suggested: Review Shared Environment Emails which report Match Exceptions on Invoices

Every Tuesday, the shared environment team sends emails to all units except Oceanography with a list of invoices in match exception (OCN pulls these reports themselves)   Usually, these invoices involve an action item:   a) need to receive b) need to change PO c) need to cancel The shared environment shares the job aid on How to Resolve Match Exceptions so that units can take action as required. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Tuesday, February 17, 2026, 12:00 PM – 1:00 PM.

Suggested: Review Shared Environment Emails which report Match Exceptions on Invoices

Every Tuesday, the shared environment team sends emails to all units except Oceanography with a list of invoices in match exception (OCN pulls these reports themselves)   Usually, these invoices involve an action item:   a) need to receive b) need to change PO c) need to cancel The shared environment shares the job aid on How to Resolve Match Exceptions so that units can take action as required. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Tuesday, February 24, 2026, 12:00 PM – 1:00 PM.