To review a list of known issues we are working on please visit our Workday Finance status page. Have something additional to report? Contact askfinance@virginia.edu
To review a list of known issues we are working on please visit our Workday Finance status page. Have something additional to report? Contact askfinance@virginia.edu
AccountantPerform account functions for journals, adjustments within journals and integrations
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Required Training |
Adaptive Planning AccessFamiliarity with Adaptive Planning provides:
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Required Training |
Award AnalystRun reports on specified awards on which another user is assigned a role.
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Recommended Training |
Cost Center Deposit SpecialistReceive Ad Hoc Bank Transactions (AHBT) in my Workday inbox to record revenue deposits or expenditure credits; review and update FDM worktags for AHBT.
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Required Training |
Cost Center Financial AnalystView financial reports for assigned cost centers, including manager financial reports and metrics and spend analytics
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Recommended Training |
Cost Center Fiscal SpecialistPrepare Account Certifications to ensure that all transactions are appropriate, necessary, and supported by documentation; remediate Account Certification Variances if errors are found
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Recommended Training |
Cost Center ManagerApprove 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.
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Recommended Training |
Customer Billing SpecialistPerform tasks related to creating and managing customers, invoices, and invoice adjustments
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Required Training |
Customer Contract SpecialistPerform tasks related to creating and managing customers, customer contracts, and invoices
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Required Training |
Expense Data Entry SpecialistEnter and edit expense reports for others
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Required Training |
Expense Support SpecialistFirst 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
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Required Training |
Grant Account CertifierPrepare Account Certifications to ensure that all transactions are appropriate, necessary, and supported by documentation; remediate Account Certification Variances if errors are found
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Recommended Training |
Grant Financial AnalystRun 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
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Recommended Training |
Grant ManagerManage 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
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Required Training |
Grants Compliance ReviewerReview and approve payroll accounting adjustments
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Recommended Training |
Internal Service Delivery Data Entry SpecialistCreate, Edit, and cancel Internal Service Delivery (ISD) events that record information related to Internal Service Provider (ISP) provisions; create and maintain Internal Catalog
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Required Training |
Internal Service Provider ManagerApprove Internal Service Deliveries (ISDs) and catalog loads
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Recommended Training |
P2P $10K RequisitionerCreate 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
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Required Training |
P2P $5K RequisitionerCreate 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
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Required Training |
P2P ApproverApprove spend transactions such as expense reports, supplier invoice requests, change orders, and spend authorizations
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Recommended Training |