Resources

PaymentWorks: Invite A Payee (Quick Reference Guide)

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

UVAFST_QRG_InviteaPayee_Final.pdf275.46 KB
What file types are accepted for receipts in Workday Expenses?
Receipt file types accepted on expense reports
Approve Supplier Invoice Request for Non-Employees

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.

UVAFST_QRG_ApproveSupplierInvoiceRequest for Non-Employees_Final_R2 (3).pdf170.7 KB
What is a Bona Fide Business Purpose?

Spouse/family members who accompany a University employee or Non-employee guest may qualify for reimbursements for travel, meals, and entertainment to an event if they meet the bona fide business purpose criteria.

Allowable Spend Categories for Supplier Invoice Requests

Allowable Spend Categories for Supplier Invoice Requests

Allowable Spend Categories for Supplier Invoice Requests 030624.xlsx36.82 KB
Cancel Delegation

This Quick Reference Guide (QRG) is designed to walk employees through how to cancel a delegation in Workday. On the My Delegations screen, you can cancel a delegation from the Current Delegations tab or the Delegation History tab.

UVAFST_CancelDelegation.pdf189.21 KB
Download and Print Expense Report (QRG)

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.

UVAFST_QRG_DownloadandPrintExpenseReport_final_R2.pdf249.57 KB
WD-Paying Research Participants (Human Subjects)

All payments for research participants must adhere to the requirements of the Institutional Review Board (IRB)

 

Making Research Trial Participation Payments

All payments for research participation must follow this procedure:

Food Purchases at UVA
Procedures for purchasing and expensing food
What does bona fide mean?
Explanation of bona fide business purpose
Travel and Expenses for Non-Employees
Procedures for booking and expensing travel for non-employees
Can I delegate my expense reports to someone else?
How to select a delegate for expense reports
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