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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.

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. Thursday, August 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. Monday, August 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. Monday, August 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. Monday, August 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. Monday, August 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, August 11, 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, August 18, 2026, 12:00 PM – 1:00 PM.

Required: Costing Allocation Deadlines for Payroll Aug 1-15

Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Wednesday, August 19, 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, August 25, 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. Monday, August 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. Monday, August 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. Monday, August 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, September 1, 2026, 12:00 PM – 1:00 PM.

Required: Costing Allocation Deadlines for Payroll Aug 16-31

Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Thursday, September 3, 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. Sunday, September 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, September 8, 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. Thursday, September 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. Thursday, September 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. Thursday, September 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. Thursday, September 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, September 15, 2026, 12:00 PM – 1:00 PM.

Suggested: Close unneeded Positions in preparation for Adaptive FY26 Planning

please take time to review your “vacant/open positions” in your units that you have no intention of backfilling.  It is good to close these positions.  If you do not do this, it will create a lot of clutter and unnecessary data in your labor planning sheets.  While it’s always best practice to timely close positions that won’t be refilled, now is a great opportunity to run the R0052 Open Positions Details report and comprehensively review your own unit’s open positions. If you discover you need to change or close a position, you can then follow the guidance in the appropriate User Guide: Edit Position , Close Position – Academic Personnel , Close Position – Staff Campus, Medical Centers. Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Information Sessions. Sunday, September 20, 2026, 4:00 PM – 5:00 PM.

Required: Costing Allocation Deadlines for Payroll Sept 1-15

Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Monday, September 21, 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, September 22, 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, September 29, 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. Wednesday, September 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. Wednesday, September 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. Wednesday, September 30, 2026, 12:00 PM – 1:00 PM. For more info visit finance.uw.edu.

Required: Costing Allocation Deadlines for Payroll Sept 16-30

Event interval: Single day event. Accessibility Contact: efast@uw.edu. Event Types: Not Specified. Monday, October 5, 2026, 1:00 PM – 2:00 PM. For more info visit employeehelp.workday.uw.edu.