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Expenses
Business Process
Description
How to create an expense report to request reimbursement for out-of-pocket expenses
How to create an expense report to request reimbursement for host expenses paid by an employee on behalf of the university
How to create, manage, and edit spend authorizations
How to submit a spend authorization for international travel
How to create an expense report for non-travel expense reimbursement
How to create a spend authorization on behalf of another employee
How to create a spend authorization with a cash advance request for meal per diem
How to create spend authorizations and expense reports
Purchasing
Business Process
Description
How to copy a requisition from an existing purchase requisition
How to create a new fiscal year requisition for Goods, Services, Independent Workers, Guest Speakers, Open Ended Purchase Orders, and Blanket Purchase Orders. This Job aid is only used from June 1 through July 1
How to create receipts and returns to track goods or services against purchase orders or supplier contracts
How to create a purchase requisition for a good or service
How to create a requisition for independent workers or guest speakers
How to complete an open ended purchase order or a blanket purchase order
How to create a supplier invoice request
A list of suggested reports for managing your procurement activities
A list of suggested reports for managing supplier accounts
How to verify costing allocations and clean up for prior payrolls processed in Workday
A video on how to create a supplier invoice request
Financial Accounting
Business Process
Description
How to create an ad hoc bank transaction
How to assign costing allocations for an individual worker
How to access and use the business assets worklet and dashboard
How to create and find journals
How to create a financial accounting adjustment to reclassify costs on expense reports, procurement card transactions, or supplier invoice transactions
How to create, manage, and cancel payroll accounting adjustments
How to verify costing allocations and clean up for prior payrolls processed in Workday
How to analyze and review accounting transactions, create manual journal entries and accounting adjustments, and learn about Account Posting Rules
How to find journals for your unit or cost center and journals that are in draft or in-progress
How to use spend categories
Data Processing Tools
Business Process
Description
How to use the Discovery Boards tool to query Workday data and build dynamic dashboards with tables and charts
How to use the Worksheets application for data processing, import data directly from Workday, use array formulas, and other data processing functions
How to use Structured Query Language (SQL) in the Worksheets application, and process data from local spreadsheets as well as data extracted live from Workday
Reporting
Business Process
Description
How to access and use the manager financial report dashboard
How to access and use financial reports
Payroll
Business Process
Description
View calendar of paydays by employee type, tax deadlines, and payroll cutoff dates