Use this form to request a change, new, or deletion of a Worktag for Cost Center, Program, Activity, or the hierarchy.
Workday General Account Certification Reports 
Report Name Description Output
Details for Account Certification A custom UVA Workday report bringing together user requested elements to support the Account Certification process.
  • Pulls in Revenue, Expense, and Transfer ledger items that appear on the Account Cert
This Quick Reference Guide (QRG) is designed to walk non-employees through the process of submitting reimbursements.

When a check is scanned or taken to a bank, the Ad Hoc Bank Transaction (AHBT) will come to the Cost Center Deposit Specialist's inbox the next day after 1pm.  

When there is a deposit to one of the University’s bank accounts, an Ad Hoc Bank Transaction (AHBT) is created in Workday.  This Ad Hoc Bank Transaction will be sent to the Cost Center Deposit Specialist’s My Tasks (or Workday Inbox).  The AHBT comes in with worktags in the Ad Hoc Bank Transactions lines auto-populated/defaulted).  Workday gets the information that auto-populates from the Ad Hoc Bank Transaction Template.  This template is set up when the schoo

Overview of the templates included in the Workday Journal Lines Actuals and Workday Journal Lines Income Statement apps in UBI. The templates can be used as is or to create customized My Sheet reports.  

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This Quick Reference Guide (QRG) is designed to walk All Users through installing and using Workday Digital Assist. Workday Digital Assist is an add-on extension that allows you to access up-to-date Quick Reference Guides and helpful Workday process tips. By the end of this QRG, you will be able to determine if you already have the Workday Digital Assist extension, install the Workday Digital Assist extension if you do not already have it, and utilize the Workday Digital Assist assistance features.

How to on use of the new Workday apps in UBI


Most Ad Hoc Bank Transactions (AHBT) have one of three Purpose codes:

It is best practice to attach a copy of the checks that are included in the deposit to the Ad Hoc Bank Transaction (AHBT).

If you scanned a check using a remote deposit scanner (RDS), you can run a report, Deposit Details by Account Report, that has a log of the checks as well as the images, front and back, of the check in CashPro.  

This session from January 2024 features information on deposits and Ad Hoc Bank Transactions (AHBT).  

See the session recording here.  

Slides for the Account Certification Workday Process lesson.

This Quick Reference Guide (QRG) is designed to walk employees through requesting finance security roles 
in mass in Workday.

A mass request is when more than 25 grants/projects/worktags/organizations are 
requested at once. Once a request is submitted, it will move through a business process for approval. 
Consider reviewing the Finance List of Security Roles and Definitions before making a request.
Previously, mass upload requests were done through an AskFinance request.

This Quick Reference Guide (QRG) is designed to walk through the steps to fill out the eVA Billing Collection Form.  The form itself is located here: