Resources

Account Certification Course Slides: These slides cover the Account Certification process, preparing and approving an Account Certification, remediating variances upon identification, and the reporting capabilities available for Preparers & Approvers of Account Certification

 

University faculty and staff are subject to a variety of conflict of interest laws, regulations, and requirements depending on their official duties for the University and external financial relationships.  This website provides general information, references, and resources to assist you in meeting your personal obligations to comply with conflict of interest requirements as they related to procurement activities; it is not intended as legal advice and should not be construed as such.  Any questions regarding interpretation and application of laws and regulations should be dire

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper, or whoever is listed as the Requester if an Employee as Self assigned a cart to a Requisitioner, through the steps to attach documentation, such as a packing slip, to a supplier invoice in Workday.

This Quick Reference Guide (QRG) is designed to walk an Account Certification Preparer and Approver through the steps for account certification in Workday. The purpose of the account certification process is to verify that account owners (preparers and approvers) have reviewed reconciliations for all account balances under their authority and have ensure adjustments have been made where issues have been found. By the end of this QRG, users will be able to successfully review and mark variances while you prepare or approve the ledger accounts in Workday that they want to certify.

This Quick Reference Guide (QRG) is designed to walk Fiscal Admin roles (e.g., Cost Center Manager, Preparer & Approver for Account Certification, P2P Roles - Requisitioner & Approver and Payroll Costing Manager & Specialist) through navigating the Fiscal Admin Dashboard. The Fiscal Admin Dashboard provides a one-stop shop for users in Fiscal Administrator or Operational Support Roles to access common tasks, reports, and other resources needed to perform their daily work.

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 are not deeply involved in a transaction or business process (i.e., approvers) to communicate and collaborate with those who are more involved.

GA Reconciliation Procedure and Related Policy