Reminders on Upcoming Year End Deadlines

Please continue to submit materials as early as possible to support year end processing.

Guidelines are available under Year End 2021/22, and deadlines are available on the Important Dates: Month End/Year End page. 

Approving Supplier Invoices and Expense Reports

The deadline for approving supplier invoices and expense reports is March 25, 3:00pm.

All supplier invoices must be approved by Budget Owners/Worktag Managers, goods/services must be received by users or cost center receivers, and system discrepancies must be resolved in order to be included in March.

All expense reports must be approved by Budget Owners/Worktag Managers in order to be included in March.

More information on how to accrue for supplier accounts and expense reports is now available on the Financial Accounting & Institutional Reporting page.

Submitting EIBs

The deadline for submitting EIBs is March 30, 12:00pm.

Submitting the EIBs as early as possible will allow more time for Data Management to correct any errors and for Worktag managers to approve transactions.

Using the New Workday Period End Dashboard

The New Period End Dashboard in Workday allows you to view in-flight transactions to ensure transactions are fully approved before upcoming deadlines.

Visit the Period End Dashboard resource page for more information on how to access and use this dashboard. 

Submitting Purchase Requisitions and Receipts

To accommodate a smoother year end process, we would like to ask the community to refrain from creating new requisitions in Workday until March 26 if possible.

Requestors have the option to submit or cancel “Draft” requisitions and receipts up until March 24, 5:00pm. Any remaining requisitions and receipts still in “Draft” status will be automatically cancelled on March 25. 

Requisitions with the status “In Progress” should ideally be approved by the Cost Centre manager/Program Manager/Grant manager in Workday by March 24, 5:00 pm. Detailed status of the requisition can be found in the Process History tab and Buyers or Procurement Officers may follow up with requestors to expedite such approvals.

Please note that Workday will require the Requisition Date to be changed to April 1, 2022, for all requisitions submitted after March 25, 3:00pm.