Resources

This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist, Customer Contract Specialist, or Customer Administrator through the process of creating a customer in Workday

This Quick Reference Guide (QRG) is designed to walk employees through the process of adding, deleting, and viewing tags and comments on transactions in Workday. The tag and comment functionalities allow users who have access to certain objects (i.e. requisitions) or are involved in a transaction or business process (i.e., approvers) to communicate and collaborate with others.  The tagging functionality is available in the Activity Stream. 

This procedure covers the preparation of a deposit of cash (checks, currency and coin) with the University's Cashier’s Office. This procedure does not cover the preparation of a Bank Deposit by persons designated as having the authority to make deposits directly to a local branch of the University's bank.

The slides for this course provide information on how to add and edit Customer Contacts, and change Customer Summary, recognize when to use a customer invoice adjustment and when to credit and rebill an invoice. Users will also gain understand how to create, print, email, and adjust a Customer Invoice and become familiar with the structure of and the reporting capabilities available for Customer Accounts.