Resources

Allowable Spend Categories for Supplier Invoice Requests

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.

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.

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

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.

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