Resources

View an online archive of University of Rochester consolidated fiscal year financial statements from 2003 to present.

Requirements for tracking and tagging capital equipment over $5,000, maintaining inventory records, and completing biennial physical inventory verification.

Policies related to Administration and Finance (A&F) departments are often found by searching the official University policies page.  A&F policies in the process of being transitioned into the proper accessible format are temporarily found on our policy box hub. A "policy" may also be a guideline or procedure and not an official University policy, in which case it will be available on the A&F site Resource Listing page.

Review fiscal year-end close dates and key business day schedules.

Guidance defining capitalization thresholds, asset classification, and accounting requirements for capital expenditures.

Review monthly financial close schedules and important journal and approval dates.

Instructions for processing capital asset purchases, equipment tagging, inventory tracking, and disposals.

Provides guidance for generating and printing budgetary balance reports in Workday, including report criteria and filtering options. Use for Capital Projects fund PRs (PR760-PR765) only.

Provides guidance for scheduling and running printable budgetary balance reports in Workday, including recurring report and output options.

Provides guidance for running the Project LTD budgetary balance summary report (URF0916) in Workday. Use for Capital Projects fund PRs (PR760-PR765) only