Resources

This Quick Reference Guide (QRG) is designed to walk employees through the process of creating an expense report in Workday.
Common T&E Card actions including lost/stolen card, fraudulent charges, how to dispute a transaction, and how to use your T&E card for international travel.
T&E Card Refresher Training

This Quick Reference Guide (QRG) is designed to walk employees through how to cancel a delegation in Workday. On the My Delegations screen, you can cancel a delegation from the Current Delegations tab or the Delegation History tab.

Link to Workday Expenses training

Description of all expense items.  Latest Update 3/18/2024. 

"Itemization Only" was added  as part of the expense item name for the following expense items: 

  • This procedure covers the steps a unit will follow in order to add a new EPAY process where the revenue will flow to the same PTAO or to the same clearing project as the existing account does and the description in Elavon will be the same for the new process.
    • Example: The Elavon Description is UVA Physics Events
      The orders in EPAY are:
      • UVA Physics Events – Jamison Clinic
      • UVA Physics Events – Annual Meeting of PI’s
  • This procedure does not cover the steps a unit will follow if: