View and Edit Accounting Journals (Video Demonstration)
Resources
All about Activity Stream, added functionality in Workday
Financial Reporting & Accounting (Video Demonstration)
Accounting Journals Accounting Adjustment (Video Demonstration)
View and Edit Accounting Journal (Video Demonstration)
Accounting Journals Manually (Video Demonstration)
Accounting Journals Bulk Load (Video Demonstration)
Guidelines for some of the most common transactions occurring in Workday, with the purpose of establishing consistent accounting methodology across UVA.
Stakeholders can use this Cheat Sheet to determine which course(s) will best address their Workday Financials questions. These courses are available as self-paced training and can be searched by title in Workday Learning.
Self-Paced Training Cheat Sheet.pdf138.07 KB
The Decision Tree maps out corrections paths for certain tasks. See file at the bottom of the page for a graphic decision tree.
Workday tasks used to correct the FDM worktags on posted transactions
Internal Service Delivery:
Correction Decision Tree.pdf134.59 KB
This cheat sheet is designed to help accountants determine when to perform an accounting adjustment versus creating or reversing a journal in Workday.
UVAFST_AccountingCheatSheetv2.pdf714.38 KB
Oracle to Workday Crosswalk on the Business Terms site https://terms.uvafinance.virginia.edu/sites/g/files/jsddwu856/files/2022-04/Workday-Oracle%20Crosswalk%20Slides.pdf
These slides cover details associated with Adaptive Planning and Workday.
This Quick Reference Guide (QRG) is designed to walk a Cost Center (CC) Manager through the approval process in Workday. By the end of this QRG, you will know how to review and approve transactions specific to a Cost Center Manager.
This Quick Reference Guide (QRG) is designed to walk an Accountant through the steps to create a journal using bulk upload in Workday. This task uses a spreadsheet template that you will integrate into Workday to help if you have multiple journals to create at the same time. By the end of this QRG, you will be able to successfully create journal entries in bulk using the integration process in Workday.