Resources

Slides for the Account Certification Workday Process lesson.

All about Activity Stream, added functionality in Workday

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)

 Customer Accounts Credit and Rebill (Video Demonstration)

Create a Customer Invoice (Video Demonstration)

Create a Customer (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.

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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.

This Quick Reference Guide (QRG) is designed to walk a Customer Contract Specialist through the Create Customer Invoices for Billing Installments task for an existing customer in Workday. Customer Contracts in Workday allow you to systematically manage contract terms, create billing installments and use those installments to create invoices for approved contracts

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.

This Quick Reference Guide (QRG) is designed to walk a Customer Contract Specialist through the process of amending a customer contract in Workday. You can amend details of existing customer contracts to update information such as the contract amount, the contract status, update worktags. 

This Quick Reference Guide (QRG) is designed to walk a Customer Contract Specialist through the Create Customer Contract task for an existing customer in Workday. Customer Contracts in Workday allow you to systematically manage contract terms and create invoices for approved contracts. Creating the contract is the first step. Next step - set up the billing schedule.

This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist, Customer Contract Specialist, or Accounts Receivable Specialist through the process of managing the document delivery options in Workday. After a created customer has been approved, you will be prompted to setup document delivery if needed. If the customer wants to receive statements via mail, this process is not necessary. If your customer wants to receive statements or invoices via email, you will need to setup the document delivery options.