Resources

This Quick Reference Guide (QRG) is designed to walk a Customer Contract Specialist through the process of Creating a Billing Schedule for Customer Contract in Workday. By the end of this QRG, you will be able to create a billing schedule to manage the billing installments established in the customer contract.

This Quick Reference Guide (QRG) is designed to walk a Customer Contract Specialist through the process of amending a customer contract in Workday. You can amend details of existing customer contracts to update information such as the contract amount, the contract status, update worktags. 

This Quick Reference Guide (QRG) is designed to walk a Customer Contract Specialist through the Create Customer Contract task for an existing customer in Workday. Customer Contracts in Workday allow you to systematically manage contract terms and create invoices for approved contracts. Creating the contract is the first step. Next step - set up the billing schedule.

This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist, Customer Contract Specialist, or Accounts Receivable Specialist through the process of managing the document delivery options in Workday. After a created customer has been approved, you will be prompted to setup document delivery if needed. If the customer wants to receive statements via mail, this process is not necessary. If your customer wants to receive statements or invoices via email, you will need to setup the document delivery options.

This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist, Customer Contract Specialist, or Customer Administrator through the process of adding or maintaining a customer contact in Workday.

This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist or a Customer Contract Specialist through the process of creating a customer invoice adjustment in Workday. There are two ways to adjust an invoice, invoice adjustment and credit and rebill. An invoice adjustment is new transaction with its own document number that is separate from, but linked to, the original invoice and is used to credit (decrease amount due) the amount owed by a customer. If you need to debit (increase the amount due), you should follow the Credit and Rebill procedure.

This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist, Customer Contract Specialist, or Customer Administrator through the process of changing a customer summary in Workday. You may need to change the customer’s name or status. A customer may request a name change (merger, last name change, etc.). You may also need to change the customer’s status such as changing their status from Active to Hold for delinquent payment. This is NOT how to put an invoice in a Hold status.

This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist or Contract Billing Specialist through printing Customer Statements in Workday. Occasionally, a customer will ask to see everything on their account. The Customer Statement provides a full snapshot of the Customer’s activity including invoices, invoice adjustments, and payment activity. By the end of this QRG, you will be able to successfully create a Customer Statement for printing and emailing.

This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist or a Customer Contract Specialist through the process of printing and/or emailing a Customer Invoice. The Accounts Receivable Specialist in Central Finance sends customer invoices created the day before to the customers each morning. There are times when a Customer Billing Specialist or a Customer Contract Specialist may want to send/email the customer invoice to the customer, or you need a copy of an invoice that has already been sent/emailed.

This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist and Contract Billing Specialists through the process of emailing a Consolidated Customer Invoice in Workday. Workday enables users to consolidate up to 1,000 individual invoices into 1 invoice. This helps simplify presentation and payment. You can use the Create Consolidated Customer Invoice task to create a Consolidated Customer Invoice. Once consolidated invoices are created, it can be emailed to Customers using the Email Consolidated Customer Invoice task.

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 Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist, Customer Contract Specialist, or Customer Administrator through the process of creating a customer in Workday

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 have access to certain objects (i.e. requisitions) or are involved in a transaction or business process (i.e., approvers) to communicate and collaborate with others.  The tagging functionality is available in the Activity Stream. 

This Quick Reference Guide (QRG) is designed to walk an employee through editing their “Deliver-To” location and changing their Work Space. Changing a Work Space changes the “Deliver-To” location on your profile, which will then automatically populate on transactions such as requisitions. Another way to change your “Deliver-To” location is by editing the field in the transaction before it is submitted. By the end of this QRG, users will be able to successfully change their identified Work Space and edit their “Deliver-To” location.

This guide is intended to provide detailed transaction information on funds transfers occurring across the University of Virginia. As updates are made to the document, a new version is distributed showing an updated version date in the header.