Finance Security Roles

Accountant Perform account functions for journals, adjustments within journals and integrations Create accounting journals Create accounting adjustments Reverse accounting journals Edit journal entries Run reports	Required Training Introduction to Workday Financials (prerequisite) Accounting Journals and Accounting Adjustments
Adaptive Planning Access Familiarity with Adaptive Planning provides: Reference data from the HR side of the Workday platform to inform budgeting The ability to balance transfers across UVA based on each area's input sheet Multi-year Financial planning and model scenarios Three compensation input sheets (faculty, staff, wage) Option of budgeting at the Month level Option for collecting internal request information for compensation and non-compensation	Required Training Introduction to Workday Financials (prerequisite) Introduction to Budgeting at UVA
Award Analyst Run reports on specified awards on which another user is assigned a role.   Access reporting for award	Recommended Training Introduction to Workday Financials (prerequisite)
Cost Center Deposit Specialist Receive Ad Hoc Bank Transactions (AHBT) in my Workday inbox to record revenue deposits or expenditure credits; review and update FDM worktags for AHBT. Review Ad Hoc Bank Transactions Edit Ad Hoc Bank Transactions	Required Training Introduction to Workday Financials (prerequisite) Ad Hoc Bank Transactions
Cost Center Financial Analyst View financial reports for assigned cost centers, including manager financial reports and metrics and spend analytics View financial reports	Recommended Training Introduction to Workday Financials (prerequisite)
Cost Center Fiscal Specialist Prepare Account Certifications to ensure that all transactions are appropriate, necessary, and supported by documentation; remediate Account Certification Variances if errors are found Prepare Account Certifications Remediate Account Certification Variances	Recommended Training Introduction to Workday Financials (prerequisite) Account Certification
Cost Center Manager Approve financial accounting and revenue business processes such as accounting journals, customer invoices, and internal service deliveries; approve Account Certification to verify the legitimacy, appropriateness, and necessity of transactions recorded against FDM worktags. Approve financial transactions Approve Account Certifications Remediate Account Certification variances	Recommended Training Introduction to Workday Financials (prerequisite) Approving Workday Transactons Account Certification
Customer Billing Specialist Perform tasks related to creating and managing customers, invoices, and invoice adjustments Create customers Add/edit customer contacts Change customer summary Adjust customer invoice Request a Customer Portal for a customer Create, print, and email customer invoices and customer statements Manage document delivery for customer documents	Required Training Introduction to Workday Financials (prerequisite) Customer Accounts
Customer Contract Specialist Perform tasks related to creating and managing customers, customer contracts, and invoices Create customers Create customer contacts Create billing schedule for customer contracts Create customer invoices for billing installments Add/edit customer contracts Adjust customer invoice Amend Customer contract Request a Customer Portal for a customer Create, print, and email customer invoices and customer statements Manage document delivery for customer documents	Required Training Introduction to Workday Financials (prerequisite) Customer Accounts
Expense Data Entry Specialist Enter and edit expense reports for others Create expense reports for workers Create intercompany expense reports Create spend authorizations for workers and intercompany View/edit/change/cancel expense reports View reports	Required Training Introduction to Workday Financials (prerequisite) Expense Reports (Expense Data Entry Specialist)
Expense Support Specialist First approver for expense reports for area. Certify that worktags are correct, documentation is attached, and expenses are within policy guidelines. may edit the expense report during the approval process Approve expense reports Review/edit all fields of an expense report Return expense reports to initiators	Required Training Introduction to Workday Financials (prerequisite) Expense Reports (Expense Support Specialist, Employee as Self)
Grant Account Certifier Prepare Account Certifications to ensure that all transactions are appropriate, necessary, and supported by documentation; remediate Account Certification Variances if errors are found Review and Approve Account Certifications Remediate Account Certification Variances	Recommended Training Introduction to Workday Financials (prerequisite) Account Certification
Grant Financial Analyst Run and view reports for assigned grants. Prepare Account Certifications to ensure that all transactions are appropriate, necessary, and supported by documentation; remediate Account Certification Variances if errors are found Run and view reports  Prepare Account Certification Initiates Transactions	Recommended Training Introduction to Workday Financials (prerequisite) Account Certification
Grant Manager Manage grants including moving budgets between object classes associated with spend categories; view alerts related to Award tasks; approve financial accounting and revenue business processes, including accounting journals, customer invoices, and internal service deliveries Create budget amendments View and complete award tasks Approve financial transactions	Required Training Introduction to Workday Financials (prerequisite) Grants Management
Grants Compliance Reviewer Review and approve payroll accounting adjustments Review payroll accounting adjustments Approve payroll accounting adjustments	Recommended Training Introduction to Workday Financials (prerequisite)
Internal Service Delivery Data Entry Specialist Create, Edit, and cancel Internal Service Delivery (ISD) events that record information related to Internal Service Provider (ISP) provisions; create and maintain Internal Catalog Create ISD event Create Internal catalog Add catalog load item Maintain existing catalog item View accounting for ISD Change ISD information Request cancellation of existing ISD Run reports	Required Training Introduction to Workday Financials (prerequisite) Internal Service Delivery
Internal Service Provider Manager Approve Internal Service Deliveries (ISDs) and catalog loads Approve Internal Service Deliveries Approve catalog loads	Recommended Training Introduction to Workday Financials (prerequisite)
P2P $10K Requisitioner Create purchase requisitions up to $10K without the requisition routing for FDM approvals; approve purchase requisitions up to $10K if requisition line is for the cost center for which the requisitioner has spend authority; also holds the Procurement Shopper role Create purchase requisitions for goods and services using the UVA Marketplace Approve purchase requisitions up to $10K for purchases made within cost center	Required Training Introduction to Workday Financials (prerequisite) Purchase Requisitions, Purchase Orders, and Supplier Invoice Requests
P2P $5K Requisitioner Create purchase requisitions up to $5K without the requisition routing for FDM approvals; approve purchase requisitions up to $5K if requisition line is for the cost center for which the requisitioner has spend authority; also holds the Procurement Shopper role Create purchase requisitions for goods and services using the UVA Marketplace Approve purchase requisitions up to $5K for purchases made within cost center	Required Training Introduction to Workday Financials (prerequisite) Purchase Requisitions, Purchase Orders, and Supplier Invoice Requests
P2P Approver Approve spend transactions such as expense reports, supplier invoice requests, change orders, and spend authorizations Approve expense reports Approve supplier invoice requests Approve change orders Approve spend authorizations	Recommended Training Introduction to Workday Financials (prerequisite) Purchase Requisitions, Purchase Orders, and Supplier Invoice Requests