Resources

Accounting Journals Manually (Video Demonstration)

Accounting Journals Bulk Load (Video Demonstration)

Account Certification Variance (Video Demonstration)

Account Certification Preparer (Video Demonstration)

Account Certifications Approver (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)

Intro to Workday Financials Journal (Video Demonstration)

Intro to Workday Financials FDM Reference Report (Video Demonstration)

The view of the Account Certification Awaiting Me and the Account Certification Awaiting Me – Detailed reports are limited to 100 Account Certifications on the Account Certification Actions dashboard.    However if you follow these steps, you can get your full list of the Account Certification that are awaiting you.

On the Account Certification Actions Dashboard

1. Scroll to the bottom of the Account Certification Awaiting Me or the Account Certification Awaiting me- Details report.

Year-End Closing Dates in a downloadable PDF format. For the most recent deadlines, always choose the web format.  (Updated 5/30/2024)

Web Format

This Quick Reference Guide (QRG) is designed to walk a Multi-Funding Source Manager (Projects) through project funding set-up in Workday.  The Multi-Funding Source Manager (Projects) role is given on a very limited basis.  If you do not have the role and think you should have the role, please talk with someone in your dean’s office or your unit’s finance office before requesting the role. 

Slides for the Projects & Multi-Funding Source Management - Refresher for MFS Manager

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.

As the Preparer for Account Certification, you can work on the Account Certification until you press Submit and send it forward to the Approver.  If for some reason you find that an Account Certification is no longer available to you, but you still need to work on it, the only option is to have the Approver send it back to you.  Unfortunately, the Central Finance Account Certification team cannot step in and send the Account Certification back to you.  You will need to contact the Approver, and ask them to open the Account Certification and select the Send Back button. 

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

This document describes the gift worktag.