Resources

Create Expense Report (QRG)
This Quick Reference Guide (QRG) is designed to walk employees through the process of creating an expense report in Workday.
UVAFST_QRG_CreateExpenseReport_Final (3).pdf922.77 KB
Bank of America Resources
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 Training
T&E Card Refresher Training
Workday Expense Webinar Video (Zoom Presentation)

This seminar was given on September 14, 2023.  

Cancel Delegation

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.

UVAFST_QRG_Cancel Delegation_Final_R2.pdf158.2 KB
Expense Report Approval
View the business process workflow for expense reports in Workday
Expense Report Approval v2.pdf105.98 KB
Workday Expenses Online Training
Link to Workday Expenses training
Expense Item Descriptions

Description of all expense items.  Latest Update 11/2/2023. 

Descriptions were updated for the following expense items:

  • Employee Award Taxable
  • Employee Award Non-Taxable
Expense Item Descriptions_110223.xlsx54.84 KB
Adding a New Process to an existing Merchant Account
  • 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:
NewProcess_ExistMerchant.pdf447.3 KB