Workday Finance Job Aids

Workday job aids and resources can be found below organized by departments within the division of Finance and Treasury.

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General

Budget Amendments (PDF)

R002 Budget Report (PDF)

Please visit the Budget and Planning website for more budget related training and job aids.

Budget and Planning Office

Revenue Categories: Cash Sales, Customer Invoice, Manual Journals (XLSX)

Spend Categories for Supplier Invoices (XLSX)

Spend Category to WD Ledger Account (XLSX)

Workday Transaction Approvers (PDF) 

Request for Existing Cost Center Modification (PDF) 

Request for New Cost Center (PDF)

Request IDC Cost Center (PDF)

Request for New Gift Worktag (PDF)

Request for New/Modify Activity Worktag (PDF)

Request for Revenue Category Worktag (PDF)

A wide variety of requests can be submitted directly through the Workday platform.

University Controller

Cancel Draft Receipt (PDF)

Expense Items for Expense Report Usage (PDF)

Spend Authorizations and Expense Reports (PDF)

Supplier Invoice (PDF)

Supplier Invoice Template (PDF)

Incoming Funds Notification (PDF)

Record Cash Sale (PDF)

Request for New Customer or Customer Invoice (PDF)

Request for Touchnet uStore/uPay (PDF)

Accounting Adjustment (PDF)

Accounting Journal (PDF)

Allocating Costs Between Companies (PDF)

Internal Service Delivery (PDF)

Divisional Quarterly Actuals Report (PDF)

Grants Budget Amendment (PDF)

Grants Management (PDF)

Grant Summary by Ledger Account (R134) (PDF)

PI Expense Validation Report (PDF)

Procurement Services

Please visit the Procurement Services website for more procurement related training and job aids.

Procurement Resources