Resources

What if I don't know my Worktag?
How to find the correct worktag for an expense report
Can I be reimbursed for conference registration that I paid for in advance?
Guidelines on reimbursement for conference registration
How do I upload receipts to Workday Expenses?
Instructions for uploading receipts to Workday Expenses
Are there expenses for which Workday Expenses CANNOT be used to pay employees?
A list of items that cannot be expensed through Workday
How long do I need to keep receipts after I upload to Workday Expenses?
Guidelines on keeping receipts after completing an expense report
When creating an expense report for airfare, lodging, or rail should the expense owner enter anything in the memo field?
How to use the memo field in Workday Expenses
How do I expense the purchase of gifts for employees and/or non-employees?
How to expense gifts in Workday
What is the tax rate and procedure for Day Trip Meals?
How to expense Day Trip Meals in Workday Expenses
How can I delete a line in Workday Expenses?
How to delete a line in an expense report
Which expense item should I use for sympathy flowers and gifts?
How to expense sympathy flowers and gifts in Workday Expenses
How do I expense gift cards?
How to purchase and expense gift cards
How do I keep internal and/or external interview candidates private but reimburse for Business Meals?
How to keep candidate names private when expensing business meals
How should I use the expense item Student Program Costs?
How to use Student Program Costs in Workday Expenses
Workday Expenses Online Training
Link to Workday Expenses training
Can I book bundled travel?
Procedure on booking and expensing bundle travel.
How do I expense a COVID test for travel?
How to expense COVID tests in Workday Expenses
Petty Cash Account Replenishment

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.

Petty Cash Account Replenishment.pdf768.5 KB
Expense Item Descriptions

Description of all expense items.  Latest update June 21, 2024.

Expense Item Descriptions_062124.xlsx49.89 KB
If a vendor is providing monetary support for our event, how do we determine whether the money is classified as a GIFT or a Sponsorship?

See Policy FIN-001: Determining if an Award is a Gift or Sponsored Project

A Gift is defined as: an irrevocable transfer of assets (cash, stock, gifts, etc.) to the done such that the donor can exercise no further control over it and does not have expectation of any contractual requirements or potential benefits. To be tax deductible it must be donated to an organization recognized as charitable by the IRS (a 501(c) (3) corp).

Payment Card Services "How do I"?
An introductory guide to access and reporting for all University Payment Card Systems.
PCS_How-Do_I.pdf481.77 KB