QRGs - Finance

Reporting

Foundational Data Model (FDM)

RPT006 - CR Department Reserves Report - new 9/06/24

• Department Finance Reports Dashboard QRG
• WDFI-102b  Labor Reports in Workday
• Salary Effort Trend Report QRG 
• Workflow Aging Report 
• FTE Reports
  • FTE by Cost Centers Report
  • FTE by Job Profile Detail Report
  • FTE Trend Report
  • FTE Budget to Actual - Summary Report
  • Paid FTE Budget to Actual - Center Account - Detail Report

Gift Accounting

• WDFI-203-Q1    Gift Accounting for Departments
• Indirect Costs for Gifts

Journal Entries & Adjustments

• WDFI-205-Q1    Manual Accounting Journals
• WDFI-205-Q2    Accounting Adjustments

Payroll Adjustments

• WDFI-207-Q1 Non-Research Payroll Costing Allocation (PCA) - for research PCA's see Research QRGs
• WDFI-207-Q2 Payroll Accounting Adjustment (PAA) - updated 11/9/2023
• WDFI-207-Q3  Worker Costing Allocation (WCA) for specific Allowance Plans only
• WDRG-300  Salary Over the Cap

Legacy/Changes

• Legacy 81010 Transfers - Medical Center Expense Credit New Spend Categories 
• Mapping and Allocation Changes (MAC) Guide