- Is there required training?
Yes - The Cost Center Deposit Specialist role is required to approved Ad Hoc Bank Transactions. See Workday Training requirements on the Finance Security Roles page for more information on the training that is required for that responsibility.
If you have deposited revenue, you may come across times that you need to refund the customer. The process for refunding the money is different depending on how the revenue came into the university.
The attached pdf provides information on Fund Balance Ownership through the transition to Workday Financials.