1. Year End
2. 2027 Budget Planning Reminder
3. Budget Errors and Suspensions
4. Student Financial Billing
5. Purchasing News
The fiscal year end memo has been posted here. Keep an eye on the “Announcements” section of the Workday home screen for important reminders throughout year end.
The Finance Office will be hosting various Year End Seminars to review the year end process in more detail and answer questions. The same presentation will be given at all sessions so you only need to attend one unless there are additional questions. Visit Success at Wes to register.
Cash Advances – Please be advised the period to request cash advances has ended for FY26, and no more advances will be issued until after July 1st. For all open advances, please submit all the necessary expense reports and payments as soon as possible. All advances should be settled by Friday, June 12th. The cash advance process can be found here. For any questions regarding owed balances or further assistance please contact Mirelys Aponte at maponte@wesleyan.edu
2. 2027 BUDGET PLANNING REMINDER
Just a reminder that budget planning for fiscal year 2027 opened on June 1. The planning period for original (permanent) budget amendments will run from June 1 to June 15. Beginning June 16, users will be able to submit adjustment (one-time) budget amendments.
An announcement was sent out to cost center budget specialist and managers on May 22nd. If you did not receive it, please reach out to financialplanning@wesleyan.edu.
To support the planning process, budget drop-in sessions have been scheduled to provide training and answer any questions you may have. Please refer to the Drop-in Schedule available on the Wesleyan Workday page, accessible through WesPortal.
3. BUDGET ERRORS AND SUSPENSIONS
All budget errors for in-progress transactions – including supplier invoices, journal entries, expense reports, procurement card verifications, and internal service delivery charges – must be resolved immediately.
Resolution Process:
1. Investigate the Error Type:
Warnings: These are informational; you may submit the transaction.
Failures: These indicate insufficient funds. You cannot charge more budget than the remaining balance in your worktags. You should run your dashboard or budget reports to verify remaining balances and review your worktag usage (including fund). Fund should populate automatically as long as worktags are entered left to right.
2. Escalation Path: If users are unable to resolve the error yourself, first contact the Cabinet Area Fiscal Manager (see below). If the Fiscal Manager requires further assistance, they should contact Financial Planning for unrestricted funds or Kim Savinelli for restricted funds.
3. No Unauthorized Overrides: Any request for a budget override submitted without prior authorization will be sent back to the user to follow the resolution process outlined above.
Cabinet Area Fiscal Managers:
Admission and Financial Aid -> Eileen DeVille
Academic Affairs** (see below)
Advancement -> Jen Jurgen
Auxiliary Services -> Michelle Myers-Brown
Communications -> Imelda Mongillo
Equity and Inclusion -> Willette Burnham-Williams (Ashly White, EA)
Finance -> Chris Olt
Gordon Career Center -> Sharon Castonguay
Human Resources -> Steven Dykeman
Information Technology (ITS) -> Dave Baird (Enisa D’Orio, AA)
Physical Plant, Rental Properties & Construction Services -> Josh Blodgett
President’s Office -> Heather Brooke
Student Affairs (excludes WSA) -> Rick Culliton
WSA -> Joanne Rafferty
WSA – Green Fund -> Jennifer Kleindienst
* Academic Affairs:
Grants in Support of Scholarship (GISOS) -> Joy Vodak
Athletics -> Jon DeAndrade -> Mark Hovey
CFA -> Drew Gray -> Mark Hovey
Continuing Studies -> Jay Mitchell -> Mark Hovey
JCCP -> Clifton Watson -> Mark Hovey
Library -> Nathan Mealey -> Mark Hovey
Study Abroad -> Emily Gorlewski -> Mark Hovey
Sustainability -> Jennifer Kleindienst -> Mark Hovey
WesPress -> Suzanna Tamminen -> Mark Hovey
WESU -> Benjamin Michael -> Mark Hovey
All Other Academic Affairs -> Mark Hovey
Student Financials, including Holds, balance and payment carry forwards will be converted to Workday Student beginning June 26. Final balance reviews, cleanups, write-offs, and billing will take place before we transfer balances from SFIS to Workday Student.
Students will be given access to Workday Student Financials after July 1. All SF transaction activity will happen in Workday Student after July 1.
Please see attached Purchasing News for important information on year end, Workday Inn at Middletown and more.