Resources

This Quick Reference Guide (QRG) is designed to walk through the process of stopping a check payment to a supplier. A stop payment request may be made for several reasons: Incorrect address, need to change payment from check to ACH, check was never received or was lost, payment was made in error, etc. By the end of this QRG you should be able to submit a Stop Payment form with all the needed information.

What's a Match Exception?

When your Workday purchase order lines and corresponding supplier invoice lines do not have the same price and/or quantity or your purchase order totals and invoice totals do not have the same price and/or quantity, you get a match exception.  

It's important to be proactive with match exceptions -- don't ignore the notifications you receive about one of your invoices being under match exception, because invoices under match exception can't be paid.  This means the suppliers you use won't receive payment. 

When billing someone outside the University for goods or services provided by the University, a customer invoice needs to be created. The first step is to Create a Customer. Once the Customer is active in Workday, an invoice can be created.  This QRG will walk you through how to create multiple customer invoices using the bulk upload process. 

As of June 7, 2024, UVA Accounts Payable has outsourced c

As of June 7, 2024, UVA Accounts Payable has outsourced check printing to Bank of America.  For those schools and units that need "hold for pickup" checks printed, the process remains largely the same except turnaround time.  

"Hold for pickup" checks will be available one to two business day after the invoice is paid in Workday.  See the schedule below. 

This Quick Reference Guide (QRG) informs Procurement Shoppers how to find and view a purchase order. 

Employee as Self:  My Requisition Report (Video Resource)

Employee as Self: Supplier Invoice Approval (Video Resource)

Procurement Shopper:  Cancel, Edit, and Copy a Supplier Invoice Request (Video Resource)

Procurement Shopper:  Create a Purchase Requisition (Video Resource)

Procurement Shopper:  Create a Supplier Invoice Request (Video Resource)

Customer Accounts Refund (Video Demonstration) 

Print and Email Customer Statement (Video Demonstration)

Customer Accounts Print and Email Customer Invoice (Video Demonstration)

Customer Accounts Customer Invoice Adjustment (Video Demonstration)

This Quick Reference Guide (QRG) is designed to walk a user through how to Review the Invitation Status of the registration invitation that was sent out to the supplier/individual payee.

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

This Quick Reference Guide (QRG) is designed to walk a user through the Payee Registration Steps to provide a basic knowledge to be able to help the invited payee should they have questions on how to complete their registration.

This Quick Reference Guide (QRG) is designed to answer some potential questions that may arise during the PaymentWorks registration process.