Resources

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.

Retail Sales and Use Tax Instructions For University of Virginia Departments and Units Engaged in Taxable Sales

This Quick Reference Guide (QRG) is designed to walk a Grant Manager through the process of viewing and completing an award task in Workday. As a Grant Manager, you will be able to view the alerts related to the Award Tasks and take necessary actions on the Award Tasks.

This Quick Reference Guide (QRG) is designed to walk a Grant Manager through the creation of a Budget Amendment. This process gives departments the ability to amend award budgets within a Grant. The Grant Manager initiating the budget amendment request will need to be assigned a Grant role. The Grant budget amendment will allow the Grant Manager to move budgets between object classes associated with spend categories, resulting in net zero budget change within the Grant.

This Quick Reference Guide (QRG) is designed to walk employees through the process of adding, deleting, and viewing tags and comments on transactions in Workday. The tag and comment functionalities allow users who have access to certain objects (i.e. requisitions) or are involved in a transaction or business process (i.e., approvers) to communicate and collaborate with others.  The tagging functionality is available in the Activity Stream. 

This guide is intended to provide detailed transaction information on funds transfers occurring across the University of Virginia. As updates are made to the document, a new version is distributed showing an updated version date in the header.

The slides cover the basics of performing and accounting journal adjustments including reviewing journal entries, and reporting.
 

This Quick Reference Guide (QRG) is designed to walk an Accountant through the steps to reverse an accounting journal in Workday. By the end of this QRG, users will be able to successfully reverse a journal entry. Please note that to reverse an Intercompany Journal, only the original Intercompany Journal can be reversed. An error will appear if you attempt to reverse the Workday generated Intercompany Journal. If you reverse the original Intercompany Journal, the Workday generated Intercompany Journal will also reverse.

This Quick Reference Guide (QRG) is designed to walk an Accountant through the steps to edit an accounting journal in Workday. By the end of this QRG, users will be able to successfully make edits to an existing journal entry.

This is the step by step instructions for the Grants Management module, also know as the GM module.  You can download the file by click on the file name GM Training Guide below. 

This QRG is designed to walk Remote Deposit Scanner users through scanning checks and entering expenditure credit deposits in CashPro. 

This QRG is designed to walk Remote Deposit Scanner users through scanning checks and entering revenue deposits in CashPro.