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

Budget Report

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

Budget and Planning Office

Revenue Category Reference: Cash Sales, Customer Invoice & Manual Journals

Spend Categories for Supplier Invoices

Spend Category to WD Ledger Account

Workday Transaction Approvers 

Request for Existing Cost Center Modification

Request for New Cost Center

Request for New Gift Worktag

Request for New/Modify Activity Worktag

Request for Revenue Category Worktag

University Controller

Cancel Draft Receipt

Expense Items for Expense Report Usage

Spend Authorizations and Expense Reports

Supplier Invoice

 

 

Incoming Funds Notification

Record Cash Sale

Request for New Customer or Customer Invoice

Request for Touchnet uStore/uPay

Accounting Adjustment

Accounting Journal

Allocating Costs Between Companies

Internal Service Delivery

Divisional Quarterly Actuals Report

F&A Rate Agreement

Grants Management

Procurement Services

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

Procurement Resources