Changes to Finance Processes

To provide the finance community with information on key changes to finance business processes, these pages detail what has changed, what has not changed, who is affected, and what action to take for each key area.

It is important to note that this information is not related to system changes, but rather to adjustments made in off-system business processes. For information relating to Workday and the university’s systems transition please visit the Integrated Renewal Program website. For support contact the Integrated Service Centre

Learn about the key changes that impact processes relating to payroll.

Learn about the key changes that impact processes relating to purchasing and paying for goods and services.

Learn about the key changes that impact business processes relating to cash transactions.

Some terms previously used by UBC’s finance community in PeopleSoft have changed with the launch of Workday.

May. 3, 2024

Upcoming Workday enhancements for June 2024

The Integrated Service Centre (ISC) continually updates Workday to align with UBC's evolving needs, incorporating feedback and collaborating with...
May. 3, 2024

Changes to Create Receipt: ‘Fully Receive’ checkbox now appears at the line item level

When creating a receipt or resolving a match exception for goods and services received, the ‘Fully Receive’ checkbox will now appear at the line item...
May. 3, 2024

Upcoming pause on submitting expenses for students in Workday from May 15-21

UBC employees who submit expenses on behalf of students will be prevented from submitting new expense reports in Workday from Wednesday, May 15 to...
May. 7, 2024
Cutoff for Customer Invoice Approvals
May. 7, 2024
Accounting Journals EIBs Loaded by Data Management
May. 7, 2024
Cutoff for Cash Sales Approvals
May. 7, 2024
Customer Accounts and Treasury Accounting Activities Closed
May. 7, 2024
Banking and Settlement Closed