This Quick Reference Guide (QRG) is designed to walk non-employees through the process of submitting reimbursements.

Overview of the templates included in the Workday Journal Lines Actuals and Workday Journal Lines Income Statement apps in UBI. The templates can be used as is or to create customized My Sheet reports.  

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This Quick Reference Guide (QRG) is designed to walk All Users through installing and using Workday Digital Assist. Workday Digital Assist is an add-on extension that allows you to access up-to-date Quick Reference Guides and helpful Workday process tips. By the end of this QRG, you will be able to determine if you already have the Workday Digital Assist extension, install the Workday Digital Assist extension if you do not already have it, and utilize the Workday Digital Assist assistance features.

How to on use of the new Workday apps in UBI

This session from January 2024 features information on deposits and Ad Hoc Bank Transactions (AHBT).  

See the session recording here.  

Slides for the Account Certification Workday Process lesson.

This Quick Reference Guide (QRG) is designed to walk through the steps to fill out the eVA Billing Collection Form.  The form itself is located here:


Training on using the UBI Portal

Do you have many account certification lines to review?  This video will walk you through how to use the Details for Account Certification Report to help get the job done.   Hit the link below.

All about Activity Stream, added functionality in Workday

This Quick Reference Guide (QRG) is designed to walk a Multi-Funding Source Manager (Projects) through project funding set-up in Workday.  The Multi-Funding Source Manager (Projects) role is given on a very limited basis.  If you do not have the role and think you should have the role, please talk with someone in your dean’s office or your unit’s finance office before requesting the role. 

Slides for the Projects & Multi-Funding Source Management - Refresher for MFS Manager

Guidelines for some of the most common transactions occurring in Workday, with the purpose of establishing consistent accounting methodology across UVA.  

This QRG is designed to walk users through pulling a report that will show them all payroll journal lines that hit the “suspense account” set up for their cost center.

This Quick Reference Guide (QRG) is designed to help employees navigate the UBI module, Workday NACUBO Function Analysis

This document gives summaries, examples, and max field lengths for all FDM Worktags