Resources

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)

 Customer Accounts Credit and Rebill (Video Demonstration)

Customer Accounts Refund (Video Demonstration) 

Print and Email Customer Statement (Video Demonstration)

Customer Accounts Print and Email Customer Invoice (Video Demonstration)

Customer Accounts Edit Customer and Change Customer Summary (Video Demonstration)

Customer Accounts Customer Portal (Video Demonstration)

Customer Accounts Customer Invoice Adjustment (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.

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 walk a user through the Invite a Payee process in our PaymentWorks supplier management portal.

This Quick Reference Guide (QRG) is designed to walk an Expense Support Specialist through the approval process in Workday for Supplier Invoice Requests for non-employees. By the end of this QRG, you will know how to review and approve a supplier invoice request for non-employees.

University faculty and staff are subject to a variety of conflict of interest laws, regulations, and requirements depending on their official duties for the University and external financial relationships.  This website provides general information, references, and resources to assist you in meeting your personal obligations to comply with conflict of interest requirements as they related to procurement activities; it is not intended as legal advice and should not be construed as such.  Any questions regarding interpretation and application of laws and regulations should be directed to the

Allowable Spend Categories for Supplier Invoice Requests

This Quick Reference Guide (QRG) is designed to walk employees through the process of downloading and printing an expense report in Workday. You can download expense reports as an excel spreadsheet or as a PDF file.