Resources

These course slides cover creating a Miscellaneous Payment Request and submitting it for approval, changing or canceling the request, if needed, and understanding the reporting capabilities for viewing petty cash requests.

Description of all expense items.  Latest update 4/8/2024.

The description was updated for the following expense items:

• Per Diem Travel Meals | Domestic
• Per Diem Travel Meals | Domestic, Travel, Employee Training
• Per Diem Travel Meals | International
• Per Diem Travel Meals | International, Travel, Employee Training

• This procedure covers the steps a unit will follow in order to add a new EPAY process where the revenue will flow to the same PTAO or to the same clearing project as the existing account does and the description in Elavon will be the same for the new process.
  • Example: The Elavon Description is UVA Physics Events
    The orders in EPAY are:
    • UVA Physics Events – Jamison Clinic
    • UVA Physics Events – Annual Meeting of PI’s
• This procedure does not cover the steps a unit will follow if:

This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist and Contract Billing Specialists through the process of emailing a Consolidated Customer Invoice in Workday. Workday enables users to consolidate up to 1,000 individual invoices into 1 invoice. This helps simplify presentation and payment. You can use the Create Consolidated Customer Invoice task to create a Consolidated Customer Invoice. Once consolidated invoices are created, it can be emailed to Customers using the Email Consolidated Customer Invoice task.

This Quick Reference Guide (QRG) is designed to walk employees through the process of adding, deleting, and viewing tags and comments on transactions in Workday. The tag and comment functionalities allow users who have access to certain objects (i.e. requisitions) or are involved in a transaction or business process (i.e., approvers) to communicate and collaborate with others.  The tagging functionality is available in the Activity Stream. 

This guide is intended to provide detailed transaction information on funds transfers occurring across the University of Virginia. As updates are made to the document, a new version is distributed showing an updated version date in the header.

This Quick Reference Guide (QRG) is designed to walk employees through the delegation process in Workday. By the end of this QRG, you will be able to delegate Workday transactions, manage your delegations, and access transactions delegated to you. Delegations are temporary reassignments of tasks to another person, enabling them to perform actions on your behalf. The delegation may pertain to initiating processes, approving transactions, or delegating specific actions to someone.

This Quick Reference Guide (QRG) is designed to walk Unit Gift Manager through the steps to create a Gift request in Workday. By the end of this QRG, users will be able to successfully populate and submit the Create Custom Gift form to create a Gift request in Workday.

These slides cover creating expense reports for self and for workers, explanations of business processes and approval routings, and basic operations within expense reporting. 

This Quick Reference Guide (QRG) is designed to walk an Accountant through the steps to perform an Accounting Adjustment in Workday. By the end o f this QRG, users will be able to successfully create an accounting adjustment to reclassify costs on settled financial transactions. Users can perform accounting adjustments for the following settled transactions:

• Paid expense reports

• Paid supplier invoices

• Supplier invoice adjustments