Central Administrative Units IBO

The Central Units Integrated Business Office (CAU IBO) supports the operations and financial management of the central departments of Yale School of Medicine, from day to day transactional activity, to budgeting, forecasting and monitoring, to long range planning. The teams are aligned to support the administrative, educational and research missions of YSM.

The Shared Services team processes transactions for departments in administration, education programs and central research core facilities.

Recurring Deadlines

Here are several deadlines the CAU IBO must meet each year:

Long Range Planning
Quarterly reporting
Annual budget
Year-end close

Operational & Management Metrics

The CAU IBO often develops and clarifies metrics, case data, and procedures along these lines:

Developing measurements and metrics on case volumed received by case type, by department, by processing time spent
Using case data above to develop SLA expectations
Identifying all departmental procedures and processes, followed by preparing written Standard Operation Procedures for each

Common Policies & Procedures

Here is a list of commonly used policies, guides, and forms for finance questions at YSM:

Questions & How-Tos

The CAU IBO commonly helps with questions and processes like these. Please contact us for answers and clarification. Also available to help with questions like these is the Yale Finance office, which has a self-serve tool called the Finance Chatbot. Use the Yale Finance Chatbot and then contact staff for more information.

How do I complete an expense report?
Which receipts need to be submitted with my expense report?
When are additional approvals required for items on an expense report and who should the approvals be from?
Has my Accounts Payable invoice been paid yet?
What is the proper spend code for the expense?
How to prepare a Journal
How to process a Payroll Accounting Adjustment
How to Enter Costing Allocation
How to enter a budget into YBT Financial Plan
How to enter salaries in YBT Labor Plan
How to set up a new cost center/Project request.
How do I create a PO?
How do I process an invoice?