The University recognizes that the ability to accept credit card payments is necessary for modern e-commerce.

Customer Accounts (Accounts Receivable) assists University departments and units that extend credit to external customers when billing for the sale of goods and services.  Accounts Receivable ensures compliance with University and Commonwealth of Virginia receivables management and reporting requirements, and with federal and state laws including the Fair Credit Billing Act, by providing centralized invoicing, processing and application of payments, and management of collection efforts for unpaid invoices billed through the University's Integrated System.
My Customer is Requesting the University's W-9 Form, where can I obtain one? When a supplier needs UVA's IRS W-9 Information

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

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

See – How does the process work for revenue that comes in through the Merchant Account? FAQ for more information

Merchant Account transactions get batched together at the end of the day for each device, so you will not see the individual transactions or details on your Ad Hoc Bank Transaction.

Credit Card Transaction online

The process for getting revenue into the University starts with a point-of-sale system. When a transaction is started in a point-of-sale system, that system contacts a payment processor to verify the payment. The payment processor is Elavon. When the payment processor is contacted about a payment, they check with the credit card company to confirm the payment. The credit card companies respond with an “approve” or “deny” message, which is sent back to the point-of-sale system. This process only takes a few seconds.

University faculty and staff are subject to a variety of conflict of interest laws, regulations, and requirements depending on their official duties for the University and external financial relationships.  This website provides general information, references, and resources to assist you in meeting your personal obligations to comply with conflict of interest requirements as they related to procurement activities; it is not intended as legal advice and should not be construed as such.  Any questions regarding interpretation and application of laws and regulations should be directed to the

Slides for the Account Certification Policy and Procedure lesson.

The slides for this course cover the key tasks that may be sent to you for approval as a Cost Center Manager and the details that need to be reviewed before determining if a request should be approved

This Quick Reference Guide (QRG) is designed to walk a Cost Center (CC) Manager through the approval process in Workday. By the end of this QRG, you will know how to review and approve transactions specific to a Cost Center Manager.

These course slides cover creating a Miscellaneous Payment Request and submitting it for approval, changing or canceling the request, if needed, and understanding the reporting capabilities for viewing petty cash requests.

See Policy FIN-001: Determining if an Award is a Gift or Sponsored Project

A Gift is defined as: an irrevocable transfer of assets (cash, stock, gifts, etc.) to the done such that the donor can exercise no further control over it and does not have expectation of any contractual requirements or potential benefits. To be tax deductible it must be donated to an organization recognized as charitable by the IRS (a 501(c) (3) corp).

University Foundations can use UVA Fund’s services to collect and process gifts and donations as the funds do not belong to the University, they are deposited into Foundation bank accounts. If the monies the event is collecting are University funds, deposited into University revenue projects, then UVA Fund cannot function as a processor for your event (see Policy FIN-016: Receiving and Depositing Cash and Other Monetary Instruments) as the funds are required to be deposited directly into University Bank Accounts.

The Payment Card Industry has addressed access to cardholder data through the Standards and identify what screening that potential employees must pass in order to gain access to cardholder data including reports. This standard is required for EMPLOYEES and recommended even if the employee is a cashier and exposed to one card at a time.

12.7 Screen potential personnel prior to hire to minimize the risk of attacks from internal sources. (Examples of background checks include previous employment history, criminal record, credit history, and reference checks.)

At Elavon, the credit is processed and submitted to the bank along with the settlement.
Per Visa and MasterCard Regulations, the Bank has up to 30 days to apply a credit/refund to their cardholder’s account. This is not something that we can control.