Resources

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 

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

See actions required by role for each business process.  

Alternatively, see Business Actions required by each role. 

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

See the session recording here.  

This session from January 2024 features information on deposits and AHBT.  Watch on  YouTube:  https://youtu.be/xEbnfTL0lcQ

See the session slides here.  

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

Updated September 25, 2023

Training on using the UBI Portal

Do you have many account certification lines to review?  This video will walk you through how to use the Details for Account Certification Report to help get the job done.   Hit the link below.

All about Activity Stream, added functionality in Workday

Ad Hoc Bank Transaction (Video Demonstration)

Select and Save Report Filters (Video Demonstration)

Format a Report and Other Functions Using the Report Icons (Video Demonstration)

Filter within a Report (Video Demonstration)

Guidelines for some of the most common transactions occurring in Workday, with the purpose of establishing consistent accounting methodology across UVA.  

This QRG is designed to walk users through pulling a report that will show them all payroll journal lines that hit the “suspense account” set up for their cost center.

Crosswalk Mapping GI Object Code to Workday Spend Revenue Category Object Class Ledger

Crosswalk Mapping Fundsource to Fund

This Quick Reference Guide (QRG) is designed to help employees navigate the UBI module, Workday NACUBO Function Analysis