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, May 5, 2026, 12:00 PM – 1:00 PM.
Required: Costing Allocation Deadlines for Payroll Apr 16-30
Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified.
Tuesday, May 5, 2026, 1:00 PM – 2:00 PM.
For more info visit employeehelp.workday.uw.edu. 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.
Wednesday, May 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.
Sunday, May 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.
Sunday, May 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.
Sunday, May 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.
Sunday, May 10, 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, May 12, 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.
Saturday, May 16, 2026, 5:00 PM – 6:00 PM.
Required: Costing Allocation Deadlines for Payroll May 1-15
Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified.
Monday, May 18, 2026, 1:00 PM – 2:00 PM.
For more info visit employeehelp.workday.uw.edu. 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, May 19, 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, May 26, 2026, 12:00 PM – 1:00 PM.
Close Procurement, Expenses, Capital Assets, Student Accounts
Procurement, Expenses, Capital Assets, and Student Accounts must be reviewed, approved, and closed by the month-end close deadline in accordance with UW Finance monthly close requirements to ensure timely and accurate financial reporting.
Procurement Card purchases should be verified in a timely manner on a daily or
weekly basis.
• If the Procurement Card purchase is not verified, the purchase remains open and is
not expensed to an appropriate funding Worktag for a given month.
• Receipts are required for every transaction verified.
Event interval: Single day event. Accessibility Contact: https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0033590. Event Types: Not Specified.
Sunday, May 31, 2026, 12:00 PM – 1:00 PM.
For more info visit uwconnect.uw.edu. Complete receiving of goods and services for period
Receiving Requirements in Workday
Receiving must be completed to allow invoices to reconcile and proceed for payment.
What requires receiving:
Invoices for non-catalog orders with goods line items
Some invoices from specific catalog suppliers
Any invoice on the Invoice Exception R1166 report with a receiving exception
Service line items:
Receiving is not required
Invoice approval is still required if:
Invoice total exceeds $100,000 (Cost Center Manager approval)
Subcontract invoices charged to grant funds (Grant Manager and PI approval)
When to receive:
Complete receiving as soon as goods are received
No later than the end of the month of receipt
How receiving applies:
Receiving applies in invoice create-date order
All open invoices must be received for payment to process.
Event interval: Single day event. Accessibility Contact: https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032902. Event Types: Not Specified.
Sunday, May 31, 2026, 12:00 PM – 1:00 PM.
For more info visit uwconnect.uw.edu. Last Day to post ISDs
Internal Sales Documents (ISDs) are used to record internal charges for services or supplies provided by UW service centers and auxiliary enterprises to other UW units. ISDs must be posted by the monthly close deadline (Day minus 1), which follows the close of procurement, expenses, capital assets, and student accounts, to ensure those internal sales transactions are included in the correct accounting period and support accurate financial reporting. Posting timely ISDs is a crucial step in the month-end close checklist and aligns with UW’s Workday month-end close calendar requirements. Finance, Planning & Budgeting+1
Key points you might include in documentation:
ISD posting deadline: Last day of the month (Day minus 1) following procurement close. Finance, Planning & Budgeting
Purpose of ISDs: To record internal sales of services/supplies between UW departments in the correct period per UW financial policies. Finance, Planning & Budgeting
Timeliness: ISDs should be posted by close so that internal billing ac…
Event interval: Single day event. Accessibility Contact: https://finance.uw.edu/fr/fas-accounting/accounting-entries/internal-sales-document. Event Types: Not Specified.
Sunday, May 31, 2026, 12:00 PM – 1:00 PM.
For more info visit finance.uw.edu. 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, June 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, June 2, 2026, 12:00 PM – 1:00 PM.
Required: Costing Allocation Deadlines for Payroll May 16-31
Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified.
Thursday, June 4, 2026, 1:00 PM – 2:00 PM.
For more info visit employeehelp.workday.uw.edu. 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, June 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, June 9, 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.
Wednesday, June 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.
Wednesday, June 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.
Wednesday, June 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.
Wednesday, June 10, 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, June 16, 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.
Tuesday, June 16, 2026, 5:00 PM – 6:00 PM.
Required: Costing Allocation Deadlines for Payroll Jun 1-15
Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified.
Thursday, June 18, 2026, 1:00 PM – 2:00 PM.
For more info visit employeehelp.workday.uw.edu. 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, June 23, 2026, 12:00 PM – 1:00 PM.
Close Procurement, Expenses, Capital Assets, Student Accounts
Procurement, Expenses, Capital Assets, and Student Accounts must be reviewed, approved, and closed by the month-end close deadline in accordance with UW Finance monthly close requirements to ensure timely and accurate financial reporting.
Procurement Card purchases should be verified in a timely manner on a daily or
weekly basis.
• If the Procurement Card purchase is not verified, the purchase remains open and is
not expensed to an appropriate funding Worktag for a given month.
• Receipts are required for every transaction verified.
Event interval: Single day event. Accessibility Contact: https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0033590. Event Types: Not Specified.
Tuesday, June 30, 2026, 12:00 PM – 1:00 PM.
For more info visit uwconnect.uw.edu. Complete receiving of goods and services for period
Receiving Requirements in Workday
Receiving must be completed to allow invoices to reconcile and proceed for payment.
What requires receiving:
Invoices for non-catalog orders with goods line items
Some invoices from specific catalog suppliers
Any invoice on the Invoice Exception R1166 report with a receiving exception
Service line items:
Receiving is not required
Invoice approval is still required if:
Invoice total exceeds $100,000 (Cost Center Manager approval)
Subcontract invoices charged to grant funds (Grant Manager and PI approval)
When to receive:
Complete receiving as soon as goods are received
No later than the end of the month of receipt
How receiving applies:
Receiving applies in invoice create-date order
All open invoices must be received for payment to process.
Event interval: Single day event. Accessibility Contact: https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032902. Event Types: Not Specified.
Tuesday, June 30, 2026, 12:00 PM – 1:00 PM.
For more info visit uwconnect.uw.edu. Last Day to post ISDs
Internal Sales Documents (ISDs) are used to record internal charges for services or supplies provided by UW service centers and auxiliary enterprises to other UW units. ISDs must be posted by the monthly close deadline (Day minus 1), which follows the close of procurement, expenses, capital assets, and student accounts, to ensure those internal sales transactions are included in the correct accounting period and support accurate financial reporting. Posting timely ISDs is a crucial step in the month-end close checklist and aligns with UW’s Workday month-end close calendar requirements. Finance, Planning & Budgeting+1
Key points you might include in documentation:
ISD posting deadline: Last day of the month (Day minus 1) following procurement close. Finance, Planning & Budgeting
Purpose of ISDs: To record internal sales of services/supplies between UW departments in the correct period per UW financial policies. Finance, Planning & Budgeting
Timeliness: ISDs should be posted by close so that internal billing ac…
Event interval: Single day event. Accessibility Contact: https://finance.uw.edu/fr/fas-accounting/accounting-entries/internal-sales-document. Event Types: Not Specified.
Tuesday, June 30, 2026, 12:00 PM – 1:00 PM.
For more info visit finance.uw.edu. 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, June 30, 2026, 12:00 PM – 1:00 PM.
Required: Costing Allocation Deadlines for Payroll Jun 16-30
Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified.
Monday, July 6, 2026, 1:00 PM – 2:00 PM.
For more info visit employeehelp.workday.uw.edu. 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.
Monday, July 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, July 7, 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.
Friday, July 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.
Friday, July 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.
Friday, July 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.
Friday, July 10, 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, July 14, 2026, 12:00 PM – 1:00 PM.
Required: Costing Allocation Deadlines for Payroll Jul 1-15
Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified.
Monday, July 20, 2026, 1:00 PM – 2:00 PM.
For more info visit employeehelp.workday.uw.edu. 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, July 21, 2026, 12:00 PM – 1:00 PM.
Required: College of the Environment Research Admin Quarterly Meeting
Event interval: Single day event. Online Meeting Link: https://washington.zoom.us/j/97417525648. Accessibility Contact: eabegg@uw.edu. Event Types: Information Sessions.
Thursday, July 23, 2026, 1:30 PM – 2:30 PM.
Online.
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, July 28, 2026, 12:00 PM – 1:00 PM.
Close Procurement, Expenses, Capital Assets, Student Accounts
Procurement, Expenses, Capital Assets, and Student Accounts must be reviewed, approved, and closed by the month-end close deadline in accordance with UW Finance monthly close requirements to ensure timely and accurate financial reporting.
Procurement Card purchases should be verified in a timely manner on a daily or
weekly basis.
• If the Procurement Card purchase is not verified, the purchase remains open and is
not expensed to an appropriate funding Worktag for a given month.
• Receipts are required for every transaction verified.
Event interval: Single day event. Accessibility Contact: https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0033590. Event Types: Not Specified.
Friday, July 31, 2026, 12:00 PM – 1:00 PM.
For more info visit uwconnect.uw.edu. Complete receiving of goods and services for period
Receiving Requirements in Workday
Receiving must be completed to allow invoices to reconcile and proceed for payment.
What requires receiving:
Invoices for non-catalog orders with goods line items
Some invoices from specific catalog suppliers
Any invoice on the Invoice Exception R1166 report with a receiving exception
Service line items:
Receiving is not required
Invoice approval is still required if:
Invoice total exceeds $100,000 (Cost Center Manager approval)
Subcontract invoices charged to grant funds (Grant Manager and PI approval)
When to receive:
Complete receiving as soon as goods are received
No later than the end of the month of receipt
How receiving applies:
Receiving applies in invoice create-date order
All open invoices must be received for payment to process.
Event interval: Single day event. Accessibility Contact: https://uwconnect.uw.edu/finance?id=kb_article_view&sysparm_article=KB0032902. Event Types: Not Specified.
Friday, July 31, 2026, 12:00 PM – 1:00 PM.
For more info visit uwconnect.uw.edu. Last Day to post ISDs
Internal Sales Documents (ISDs) are used to record internal charges for services or supplies provided by UW service centers and auxiliary enterprises to other UW units. ISDs must be posted by the monthly close deadline (Day minus 1), which follows the close of procurement, expenses, capital assets, and student accounts, to ensure those internal sales transactions are included in the correct accounting period and support accurate financial reporting. Posting timely ISDs is a crucial step in the month-end close checklist and aligns with UW’s Workday month-end close calendar requirements. Finance, Planning & Budgeting+1
Key points you might include in documentation:
ISD posting deadline: Last day of the month (Day minus 1) following procurement close. Finance, Planning & Budgeting
Purpose of ISDs: To record internal sales of services/supplies between UW departments in the correct period per UW financial policies. Finance, Planning & Budgeting
Timeliness: ISDs should be posted by close so that internal billing ac…
Event interval: Single day event. Accessibility Contact: https://finance.uw.edu/fr/fas-accounting/accounting-entries/internal-sales-document. Event Types: Not Specified.
Friday, July 31, 2026, 12:00 PM – 1:00 PM.
For more info visit finance.uw.edu. 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, August 4, 2026, 12:00 PM – 1:00 PM.
Required: Costing Allocation Deadlines for Payroll Jul 16-31
Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified.
Tuesday, August 4, 2026, 1:00 PM – 2:00 PM.
For more info visit employeehelp.workday.uw.edu.