Resources

2023 Internal Controls Assessment for Business Units Survey Questions

Policies and procedures for Internal Controls Assessment.

Slides for the Account Certification Workday Process lesson.

All about Activity Stream, added functionality in Workday

Create Gift Request (Video Demonstration)

View Gift Reports (Video Demonstration) 

Ad Hoc Bank Transaction (Video Demonstration)

Ad Hoc Bank Transaction Merchant Account (Video Demonstration)

Ad Hoc Bank Transaction Department Deposit (Video Demonstration)

Financial Reporting & Accounting (Video Demonstration)

Accounting Journals Accounting Adjustment (Video Demonstration)

View and Edit Accounting Journal (Video Demonstration)

Reverse 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.  

This Quick Reference Guide (QRG) is designed to help employees navigate the resources available to find their Expendable Fund balances.

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.

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:

This cheat sheet is designed to help accountants determine when to perform an accounting adjustment versus creating or reversing a journal in Workday.