Resources

No – you cannot add attachments or notes to the Account Certification after it’s been submitted.

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.

This Checklist is to be completed by the department requesting the services of an individual or sole proprietor,  The information provided on this form will be analyzed to determine whether or not the service provider is an employee or independent contractor. Attach completed form to payment voucher.

This Quick Reference Guide (QRG) is designed to walk a Customer Contract Specialist through the Create Customer Contract task for an existing customer in Workday. Customer Contracts in Workday allow you to systematically manage contract terms and create invoices for approved contracts. Creating the contract is the first step. Next step - set up the billing schedule.

This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist, Customer Contract Specialist, or Customer Administrator through the process of changing a customer summary in Workday. You may need to change the customer’s name or status. A customer may request a name change (merger, last name change, etc.). You may also need to change the customer’s status such as changing their status from Active to Hold for delinquent payment. This is NOT how to put an invoice in a Hold status.

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the steps to create a supplier invoice request in Workday.
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.
Action to take if a supplier doesn't accept UVA's payment terms
How to confirm a supplier's eligibility for reduced ACH payment terms
Resources to send a supplier to register in PaymentWorks
Instructions for sending a PaymentWorks invitation to a supplier or individual payee
Why some suppliers may have already received an invitation to register in PaymentWorks
Difference between a Supplier and Individual Payee in PaymentWorks
PaymentWorks registration process and timeline
Deadline to register with PaymentWorks
The difference between PaymentWorks and Paymode
Instructions for how to register with PaymentWorks