The University recognizes that the ability to accept credit card payments is necessary for modern e-commerce.
Resources
The deposit form is to be used by department who do not have access to a remote deposit scanner either in their department or in their school/unit. Check with your school/unit's finance department to see if another department has a remote deposit scanner. Deposits should only be in the form of a check. We do not accept Cash. Cash should be taken to the bank.
When billing someone outside the University for goods or services provided by the University, a customer invoice needs to be created. The first step is to Create a Customer. Once the Customer is active in Workday, an invoice can be created. This QRG will walk you through how to create multiple customer invoices using the bulk upload process.
Slides for the Account Certification Workday Process lesson.
Technically – no. But there is a way around it.
All about Activity Stream, added functionality in Workday
Miscellaneous Payment Request (Video Demonstration) - Petty Custodian
Miscellaneous Payment Request Report (Video Demonstration) - Petty Cash Account Replenishment
Grants Manager Subaward Supplier Invoice (Video Demonstration)
Grants Manager Create Budget Amendment for Organization (Video Demonstration)
Grants Manager View Award and Award Line (Video Demonstration)
Grants Manager View and Complete Award Tasks (Video Demonstration)
Customer Accounts Credit and Rebill (Video Demonstration)
This Quick Reference Guide (QRG) is designed to walk a Customer Contract Specialist through the process of Creating a Billing Schedule for Customer Contract in Workday. By the end of this QRG, you will be able to create a billing schedule to manage the billing installments established in the customer contract.
Units will see the Primary Gift linked to the Named Professorship. When Gifts are linked to Named Professorships, the Gift Worktag gets a new “tab” on the Worktag landing page which will allow users to navigate back and forth between Gift and Named Professorship. This does not impact any accounting functionality; it's just to aid in navigation.
It generally takes 2-4 business days for the credit card payments fully process and get to Bank of America.
If you do not see the transaction right away, you will likely see it in a few days. If after 5 business days, you still are not seeing the Ad Hoc Bank Transactions, you can reach out to askfinance@virginia.edu.
See – How does the process work for revenue that comes in through the Merchant Account? FAQ for more information