Resources

What's a Match Exception?

When your Workday purchase order lines and corresponding supplier invoice lines do not have the same price and/or quantity or your purchase order totals and invoice totals do not have the same price and/or quantity, you get a match exception.  

It's important to be proactive with match exceptions -- don't ignore the notifications you receive about one of your invoices being under match exception, because invoices under match exception can't be paid.  This means the suppliers you use won't receive payment. 

This Quick Reference Guide (QRG) walks Employees and Delegates through the process of e-mailing receipts for expense reports directly to Workday.  (As of October 1, 2024)

This Quick Steps guide provides the overall steps to submit an expense report. For detailed steps and more 
information, see the Create Expense Report Quick Reference Guide (QRG)

This Quick Reference Guide (QRG) walks Employees through using the Expenses Hub app. The Expenses Hub 
should automatically display in your list of Apps under Menu. If it is not displayed, you can add it via the 
Add Apps button at the bottom of the Apps menu (Menu > Apps).

This is a file of potentially confusing spend categories with hopefully helpful definitions/descriptions.  We'll be adding to it as needed.  (Updated June 7, 2024)

This seminar was given on September 14, 2023.  

Cancel Expense Report (Video Demonstration) 

View Expense Report (Video Demonstration)

Edit Expense Report (Video Demonstration)

Create Expense Report Reimbursement (Video Reimbursement) 

Create Expense Report and TE Transaction 2 (Video Demonstration)

Change Expense Reports (Video Demonstration)

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.

This Quick Reference Guide (QRG) is designed to walk employees through the process of downloading and printing an expense report in Workday. You can download expense reports as an excel spreadsheet or as a PDF file.