Use this form to request a change, new, or deletion of a Worktag for Cost Center, Program, Activity, or the hierarchy.
Resources
- Workday General Account Certification Reports
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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 finance employees through using the FDM Validator. By the end of this QRG, users will be able to use the FDM Validator to validate Worktags and print a scan code.
For more information about the FDM Validator: https://uvafinance.virginia.edu/fdmvalidator
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.
Watch the Video: https://youtu.be/LLz5tcImOHk
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:
See how business processes flow by what roles are required to take action.
See actions required by role for each business process.
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).
This session from January 2024 features information on deposits and AHBT. Watch on YouTube: https://youtu.be/xEbnfTL0lcQ
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: https://uvafinance.virginia.edu/form/eva-billing-collection?check_logged_in=1
Fill out this template if you have more than 25 roles to request.
For more information, see Workday Finance System Access Mass Upload Request QRG
Updated September 25, 2023