Resources

 

Roles involved in the expense report approval process are:

  • Expense Support Specialist (ESS)
  • Detail Worktag Approvers:
    • P2P Approver
    • Grant Manager
    • Gift Manager
    • Project Budget Specialist
  • Senior Department Finance Approver (SDFA)

 
When considering adjustments in role assignments, please keep the following in mind:

How to expense a refund or credit on a T&E Card
Cancelling a T&E Card for departing and departed employees

This Quick Reference Guide (QRG) informs Procurement Shoppers how to find and view a purchase order. 

T&E cards for Students or Non-Employees

Travel on UVA business?  Handle travel arrangements for others?  This is the expo for you!  Feel free to share this flyer with others in your area.

This Quick Reference Guide (QRG) is designed to inform end users what to consider when initiating a change 
order on a multi-year purchase order that has been rolled forward.

All about Activity Stream, added functionality in Workday

No. Please refer to the Goods & Services Guide for preferred payment methods. Payments should be made by PO, Supplier Invoice request, T&E card, or personal credit card/cash for reimbursement. Goods and services purchased with a gift card, airline miles, personal unused ticket credits, credit card points, or similar are not reimbursable.  

This Quick Reference Guide (QRG) is designed to walk a user through how to Review the Invitation Status of the registration invitation that was sent out to the supplier/individual payee.

This Quick Reference Guide (QRG) is designed to walk a user through the Search for a Payee in our PaymentWorks supplier management portal.

This Quick Reference Guide (QRG) is designed to walk a user through the Payee Registration Steps to provide a basic knowledge to be able to help the invited payee should they have questions on how to complete their registration.

This Quick Reference Guide (QRG) is designed to answer some potential questions that may arise during the PaymentWorks registration process.

This Quick Reference Guide (QRG) is designed to answer some potential questions that may arise during the PaymentWorks registration process.

This Quick Reference Guide (QRG) is designed to walk a user through the Invite a Payee process in our PaymentWorks supplier management portal.

This form describes how to tell which registration form to use in PaymentWorks when inviting an entity to register

This resource explains how to search for a supplier or person in PaymentWorks

Receipt file types accepted on expense reports
BOA self-help resource guide for declined T&E card transactions