Resources

See the full process of remote deposits from scanning the check to any corrections that need to be made to the Ad Hoc Bank Transaction. 

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.  

Slides for the Account Certification Workday Process lesson.

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

Multi-Funding Source (Projects) Manager (Video Resource)

Employee as Self:  My Requisition Report (Video Resource)

Employee as Self: Supplier Invoice Approval (Video Resource)

Employee As Self:  Create and Assign a Cart (Video Resource)

Procurement Shopper:  Act on Assigned Cart (Video Resource)

Procurement Shopper:  Cancel, Edit, and Copy a Supplier Invoice Request (Video Resource)