Resources

This Quick Reference Guide (QRG) is designed to walk an employee with an Account Certification role through the steps to request Account Certifications reassignment for Account Certifications that were already created.

This Quick Reference Guide (QRG) is designed to provide you with information about providing feedback for a direct report or another employee

This Quick Reference Guide (QRG) informs Procurement Shoppers how and when to close a purchase order and/or request to close a purchase requisition in Workday and the effect on commitment and obligation reporting. It also covers how to request a mass close.

This book is intended to provide our Board of Visitors with a high-level overview of the University of Virginia. It is a living document updated annually in July.  The book is a great resource for anyone at UVA.  Access the Board Basics Book.

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the process of 
creating a non-catalog requisition template in Workday, which can be used to automatically populate several 
key fields when creating a non-catalog requisition instead of manually entering them

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

This Quick Reference Guide (QRG) is designed to walk a user through how to Review the Invitation Status of the registration invitation that was sent out to the supplier/individual payee.

This Quick Reference Guide (QRG) is designed to walk a user through the Search for a Payee in our PaymentWorks supplier management portal.

This Quick Reference Guide (QRG) is designed to walk a user through the Payee Registration Steps to provide a basic knowledge to be able to help the invited payee should they have questions on how to complete their registration.

This Quick Reference Guide (QRG) is designed to answer some potential questions that may arise during the PaymentWorks registration process.

This Quick Reference Guide (QRG) is designed to walk a user through the Invite a Payee process in our PaymentWorks supplier management portal.

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 QRG is designed to walk employees who have the EDW_P_Finance role with duplicating and editing an 
existing sheet in a UBI Analytics module to create a new personalized My sheet. Publishing, unpublishing and 
deleting a My sheet is also covered.

Crosswalk Mapping GI Object Code to Workday Spend Revenue Category Object Class Ledger

Crosswalk Mapping Fundsource to Fund

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

These slides illustrate the basics of the FDM

This reference document contains some of the most common scenarios for function use. Function classification guidelines and examples with the purpose of establishing consistent function worktag usage across UVA Schools and Academic Departments.