Resources

The COSO Framework

COSO stands for the Committee of Sponsoring Organizations of the Treadway Commission, a private-sector initiative focused on providing thought leadership on enterprise risk management, internal control, and fraud deterrence. The COSO Framework, developed by this committee, is a widely used model for organizations to design, implement, and assess the effectiveness of their internal control systems. 

Learn the basics of using the Goods & Services Guide. View the video.

Changes in Account Certification : https://youtu.be/8vbbzM6KxrU 

Ad Hoc Bank Transaction Expenditure Credit (Video Demonstration)

View and Edit Accounting Journals  (Video Demonstration)

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the needed steps to resolve a supplier invoice match exception, based on the individual circumstances of the match exception.

UVA's Transition to Virtual Payments: Paymode ACH and ePayables

UVA is enhancing its payment processes by transitioning to virtual payment methods, including Paymode ACH and ePayables through Bank of America. This initiative is designed to improve operational efficiency, reduce reliance on paper-based transactions, and streamline payments to our valued vendors.

This map shows the new conference spaces on the first floor of Carruthers Hall.

This Quick Reference Guide (QRG) is designed to walk finance employees through using the FDM Validator.  By the end of this QRG, users will be able to use the FDM Validator to validate Worktags and print a scan code. 

For more information about the FDM Validator:  https://uvafinance.virginia.edu/fdmvalidator 

This Quick Reference Guide (QRG) provides a step-by-step process of manually sourcing a requisition that includes a zero-dollar line. A requisition that contains a zero-dollar line will NOT be automatically sourced into a Purchase Order but will need to be manually sourced instead. The requisitioner can perform this action once all necessary approvals have been obtained. By the end of this QRG you will be equipped to manually source a zero-dollar line requisition that you have created.

This Quick Reference Guide (QRG) is designed to walk through the process of stopping a check payment to a supplier. A stop payment request may be made for several reasons: Incorrect address, need to change payment from check to ACH, check was never received or was lost, payment was made in error, etc. By the end of this QRG you should be able to submit a Stop Payment form with all the needed information.

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 Reference Guide (QRG) is designed to walk users through using the Time Limited column
in the Workforce Planning sheet in Adaptive Planning. 

See the full process of remote deposits from scanning the check to any corrections that need to be made to the Ad Hoc Bank Transaction. 

When billing someone outside the University for goods or services provided by the University, a customer invoice needs to be created. The first step is to Create a Customer. Once the Customer is active in Workday, an invoice can be created.  This QRG will walk you through how to create multiple customer invoices using the bulk upload process. 

Final June 2024 Finance Committee Slide Deck

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)