This Quick Reference Guide (QRG) is designed to walk an Expense Support Specialist through the approval process in Workday for Supplier Invoice Requests for non-employees. By the end of this QRG, you will know how to review and approve a supplier invoice request for non-employees.
Allowable Spend Categories for Supplier Invoice Requests
This Quick Reference Guide (QRG) is designed to walk an Internal Service Delivery Data Entry Specialist through the process of creating an Internal Service Delivery (ISD). An ISD is a Workday transaction that records critical information related to the item(s) that an ISP provides to another unit within UVA. When approved, it generates revenue/recovery for the ISP and expense for the requester.
This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist or Contract Billing Specialist through printing Customer Statements in Workday. Occasionally, a customer will ask to see everything on their account. The Customer Statement provides a full snapshot of the Customer’s activity including invoices, invoice adjustments, and payment activity. By the end of this QRG, you will be able to successfully create a Customer Statement for printing and emailing.
This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist or a Customer Contract Specialist through the process of printing and/or emailing a Customer Invoice. The Accounts Receivable Specialist in Central Finance sends customer invoices created the day before to the customers each morning. There are times when a Customer Billing Specialist or a Customer Contract Specialist may want to send/email the customer invoice to the customer, or you need a copy of an invoice that has already been sent/emailed.
This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist and Contract Billing Specialists through the process of emailing a Consolidated Customer Invoice in Workday. Workday enables users to consolidate up to 1,000 individual invoices into 1 invoice. This helps simplify presentation and payment. You can use the Create Consolidated Customer Invoice task to create a Consolidated Customer Invoice. Once consolidated invoices are created, it can be emailed to Customers using the Email Consolidated Customer Invoice task.
When billing someone outside the University for goods or services provided by the University, a customer invoice needs to be created. The first step is to Create a Customer. Once the Customer is active in Workday, an invoice can be created.