Resources

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the needed steps to resolve a supplier invoice match exception, based on the individual circumstances of the match exception.

UVA is enhancing its payment processes by transitioning to Paymode ACH, a widely used and trusted Bank of America payment platform. This transition will improve efficiency and financial alignment while ensuring seamless payments to our valued vendors.

Why Paymode?

We’re making this transition to streamline payment processes and better integrate with UVA’s existing systems and banking practices. Paymode is a widely used, trusted Bank of America product that allows us to enhance efficiency for our valued vendors. For more details, visit:

What's a Match Exception?

When your Workday purchase order lines and corresponding supplier invoice lines do not have the same price and/or quantity or your purchase order totals and invoice totals do not have the same price and/or quantity, you get a match exception.  

It's important to be proactive with match exceptions -- don't ignore the notifications you receive about one of your invoices being under match exception, because invoices under match exception can't be paid.  This means the suppliers you use won't receive payment. 

This is a file of potentially confusing spend categories with hopefully helpful definitions/descriptions.  We'll be adding to it as needed.  (Updated June 7, 2024)

As of June 7, 2024, UVA Accounts Payable has outsourced c

As of June 7, 2024, UVA Accounts Payable has outsourced check printing to Bank of America.  For those schools and units that need "hold for pickup" checks printed, the process remains largely the same except turnaround time.  

"Hold for pickup" checks will be available one to two business day after the invoice is paid in Workday.  See the schedule below. 

This seminar was given on September 14, 2023.  

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

All about Activity Stream, added functionality in Workday

Cancel Expense Report (Video Demonstration) 

View Expense Report (Video Demonstration)

Edit Expense Report (Video Demonstration)

Create Spend Authorization (Video Demonstration)

Create Expense Report Reimbursement (Video Reimbursement) 

Create Expense Report and TE Transaction 2 (Video Demonstration)

Change Expense Reports (Video Demonstration)

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.