https://www.youtube.com/watch?v=8PIgdeFsm6o&t=2s
Resources
Business Assets Capital Equipment & Fabrication Procedure
This document reviews the procedure for Requesting Changes to Capital Equipment.
Workday Reporting provides real time, drillable data where you can have everything in one place. There are various types of reports that you can in order to find the information that you need. As you navigate through reports, check out the following resources and information to help set you up for success!
Workday Reporting Overview.pdf119.45 KB
A PowerPoint presentation on understanding F&A rates.
- This procedure covers the steps a unit will follow in order to add a new EPAY process where the revenue will flow to the same PTAO or to the same clearing project as the existing account does and the description in Elavon will be the same for the new process.
- Example: The Elavon Description is UVA Physics Events
The orders in EPAY are:- UVA Physics Events – Jamison Clinic
- UVA Physics Events – Annual Meeting of PI’s
- Example: The Elavon Description is UVA Physics Events
- This procedure does not cover the steps a unit will follow if:
NewProcess_ExistMerchant.pdf447.3 KB
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 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.
To effectively control and account for: 1) the permanent transfer of equipment assets to UVA, or 2) the permanent transfer of UVA equipment assets to another institution.
These procedures apply to University departments, divisions or schools who extend credit for goods or services to students, faculty, staff and other customers, or that handle collections of accounts receivable including student receivables managed by Student Financial Services (SFS).
These procedures do not cover accounts receivable managed by the Office of Sponsored Programs (OSP) or gift pledge receivables which are managed through University Advancement.
Credit-Collection_Procs.pdf379.89 KB
To effectively control and account for: 1) the permanent transfer of equipment assets to UVA, or 2) the permanent transfer of UVA equipment assets to another institution. The procedure ensures UVA’s financial statements and Fixed Assets Sub-ledger properly reflect all such activity.