Resources

Overview of the templates included in the Workday Journal Lines Actuals and Workday Journal Lines Income Statement apps in UBI. The templates can be used as is or to create customized My Sheet reports.  

Watch the Video: https://youtu.be/LLz5tcImOHk

How to on use of the new Workday apps in UBI

This Quick Reference Guide (QRG) is designed to walk through the steps to fill out the eVA Billing Collection Form.  The form itself is located here: https://uvafinance.virginia.edu/form/eva-billing-collection?check_logged_in=1

Training on using the UBI Portal

Financial Reporting & Accounting (Video Demonstration)

Accounting Journals Manually (Video Demonstration)

Accounting Journals Bulk Load (Video Demonstration)

Select and Save Report Filters (Video Demonstration)

Format a Report and Other Functions Using the Report Icons (Video Demonstration)

Filter within a Report (Video Demonstration)

This QRG is designed to walk users through pulling a report that will show them all payroll journal lines that hit the “suspense account” set up for their cost center.

This Quick Reference Guide (QRG) is designed to help employees navigate the UBI module, Workday NACUBO Function Analysis

A bookmark saves your filter selections in an app/module, so the next time you want to retrieve those same filters, you can simply select your bookmark. It is highly recommended you create bookmarks for your most commonly selected filters. Bookmarks are easy to create and save you time.

The UBI & Workday Reports Inventory provides an overall list of commonly used financial reports broken out by category. The table includes the name of the report, report type, description, purpose, and key outputs (does not reflect all fields in the report). Use the table of contents to control + click to find the type of report you are looking for! *Please note this inventory will continue to be expanded and updated to include new reports that become available.